Adding Custom Fields

Custom Fields, or Custom Properties, let you tailor the platform to your specific needs, creating new fields to add information and refine filtered searches. Custom Fields can be added to the Matter Info, Plaintiffs, and Contacts pages.

Before creating a Custom Field, it’s important to understand the options available to make it the most functional and effective for your needs. There are a variety of design and layout options, and choosing which ones to use is an intentional process. To create a Custom Field you must choose its:

• Basic Info
  • Write a name for the Custom Field in “Field Name”
  • Choose whether or not to make it a Custom Field Group
• Field Type
  • Choose which Field Type you want to use to input values into the Custom Field
  • Press “+Add Option”, depending on the field type, to define the options available to select from once the Custom Field is created
  • Sort the options to your preference if multiple options are added
• Rules (for Matters and Plaintiffs)
  • Choose which Matter Types the Custom Field should appear for
  • Select which Major Section Header the Custom Field will appear under
  • Select which Section Header the Custom Field will appear under

To determine how to design your Custom Field, first think about the type of data you’ll be entering into the Field. How would it best appear? As a dropdown menu, a clickable checklist, or a single line of text? Do you need to select just one or multiple options? Deciding this will help you choose the Field Type. You can review all Field Type options in our article here.

The layout of the Custom Field also requires planning. You can choose to have the Custom Field appear under the default Custom Field header, or place it beneath a custom Major Section Header or Section Header. In the example below, we see that “Team Members” is a Major Section Header, and “Lead Attorney” and “Docketing Users” are Section Headers.