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Case Custom Fields by Practice Area
Case Custom Fields by Practice Area

You have the functionality to customize custom fields for cases based on practice area.

Ben Q avatar
Written by Ben Q
Updated over a week ago

You have the functionality to customize custom fields for cases based on practice area.

Organizing Case Custom Fields By Practice Area

Navigate to Settings (click on your login name in the top-right corner and select Settings from the drop down menu) > Custom Fields > Cases / Matters. There is a drop-down menu to choose the practice area you would like to organize your custom fields by.
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Once you have chosen the practice area, you will be presented with a list of all custom fields in the system with a toggle switch for each field. When the toggle on the right hand side is green, this custom field will be available on any case with the selected practice area. Custom fields with the toggle in the disabled position (black) will not be shown on any case with the selected practice area. You can also organize the order of custom fields by dragging.
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Adding A New Custom Field

When adding a new custom field for Cases / Matters, you have the option to make that field's default accessibility on cases with all practice areas or none.

If the option, "Enable for all practice areas" is green, the custom field will now be accessible on all cases. If the option is disabled, it will not be viewable on any cases. You must enable the custom field on a per practice area basis.
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Please Note:

  • By default, all new cases added without a Practice Area selected will have all custom fields displayed.

  • Any time you add a new practice area, it will have all existing custom fields enabled by default.

  • If you disable a custom field on a practice area, but that custom field contains data, this data will not be lost - it will simply be hidden from view. To see this data again, enable the custom field for that practice area.

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