Manage Custom Case Fields

Location: Account>>Manage Custom Case Fields

General

This page describes how Admin Users may create an unlimited number of custom case fields as either checkboxes or text boxes, in addition to the following built-in Case Fields which are viewable only from the Case Details page for the cases in an account:

Case Name
Case Number
Case Type
Venue
Lead Attorney
Trier of Fact
Custom Designation
Comments

**Please note:

The Custom Case Fields described on this page are not related to the creation of custom fields for Document Review.
Custom fields created on this page will be available in the Case Details section for every case in the account.

Adding Case Sections and Fields

Case sections are organized into expandable fields. Set up one or more sections to contain and organize the fields. Examples of Case Sections include the following: Case Management, Parties, Case Status, etc.

Adding Sections or Fields from the Manage Custom Case Fields Page

From the Manage Custom Case Fields screen, click + Add Field.
To add a new field you must first select the section to which it will belong.

If adding a field to a new section:

1. 1. 1. Click the blue + icon in the Add Coding Field window
    2. Enter the section name in the Section field
    3. Enter the field name in the Field Title field
    4. Select the desired field type (Text, Checkbox, or Shared Checkbox)
    5. Click Create

If adding a field to an existing section:

From the Add Coding Field window, click on the --- Select Section --- dropdown menu
Click on the desired section
Enter the field name in the Field Title field
Select the desired field type (Text, Checkbox, or Shared Checkbox)
Click Create

Add Field Window

Editing Custom Case Sections and Fields

Editing Section and Field Names

Navigate to the Account >> Manage Custom Case Fields page
Click Edit next to the applicable section or field
Update the field name as desired
Click Save to retain your changes, or click Cancel to exit without saving your changes

Moving Sections and Fields

To move a section:

Hover over the applicable section
Click and hold on that section to mobilize it
Drag and drop the section in the desired location

** Note, that moving a section will move all of its' fields with it

To move a field:

Hover over the applicable field
Click and hold on the desired field to mobilize it
Drag and drop the field in the desired location (fields can be moved to other sections if desired)

Deleting Custom Case Sections or Fields

To delete a section or field:

Click the trashcan icon or 'Remove' next to the desired section or field.
A warning window will popup, click OK to confirm the deletion, or click Cancel to exit without deleting.

Insights

Users cannot delete a section if it contains any fields. Fields must be deleted or moved to another section before the section can be deleted.
Users cannot delete a field if it has been associated with a case. If you attempt to do so, the following message will appear: "Coding exists for this field. Remove the coding before deleting the field."