Rescheduled to be Released: April 22, 2026 (~5:00AM EDT)
Case Management continues to expand in closed beta with four updates releasing this cycle. Segments can now be filtered using alert and case data, and objects across Element451 (tasks, conversations, appointments, and documents) can be related to cases directly from their source modules. Two new workflow triggers and actions connect Case Management to the platform-wide Workflows module, enabling cross-platform automation. Alert and case templates are also now available to streamline repetitive creation.
Segment Filters for Alerts and Cases: Segments can now be filtered using alert and case data (e.g. type, priority, status, assignee, and more) to build more targeted audiences.
Cross-Module Object Relations: Tasks, conversations, appointments, and documents can now be related to a case directly from their source modules, in addition to from within the case itself.
Tasks: relate to a case when creating or editing
Conversations: relate to a case from the Related tab
Appointments: relate to a case when creating or editing
Documents: relate to a case from the document details panel
Workflow Triggers and Actions: Case Management is now connected to Element451's platform-wide Workflows module, enabling cross-platform automation.
New triggers: Alert Created and Case Created
New actions: Create Alert and Create Case
Dynamic Assignment Tokens: Alert reviewers and case assignees support using dynamic tokens rather than fixed users, enabling automatic routing based on contact relationships.
Contact Assignee token: When creating via Workflows, alert reviewer and case assignee fields now support a Contact Assignee token, which dynamically resolves to whoever is assigned to that contact in Element451.
Network Role token: A new token type that assigns a reviewer or assignee based on a student's assigned network role when creating via a Workflow. For example, routing grade alerts to whoever holds the "Academic Advisor" role for that student.
Coming soon: dedicated automation rules for routing, assignment, prioritization, escalation, and more (currently in development)
Alert and Case Templates: Templates can now be pre-configured in Case Management settings. They apply predefined field values to alerts or cases, supporting both manual repetitive creation and automated creation via workflows.
These updates reduce context switching for student success teams and connect Case Management to the broader Element451 platform for the first time. Teams can begin building workflow-based automations today—with dedicated routing and assignment automation coming in a future release.
