Custom Field Groups

Custom Field Groups allow you to associate different Custom Fields with each other. Custom Field Groups function similarly to tables, and can include up to 4 Custom Fields. They give you the ability to create records of related information, displayed in a way that makes comparison easily accessible, and help provide answers to multi-part questions.

Custom Field Groups can be created for Matters, Plaintiffs, and Contacts. Each Custom Field in a Group is created together during Custom Field creation. The Rules created for a Custom Field Group apply to all Custom Fields in the Group.

If you want your Custom Field Group to display under a Custom Major Section Header or Custom Section Header, the Header must be created separately from the Custom Field Group. The Custom Fields within a Custom Field Group cannot be Headers. The previously created Custom Major Section Header or Custom Section Header will be available to select under “Display under Major Section Header” or “Display under Section Header”.

Once created, Custom Field Groups will be displayed on their given Properties page with Field Type “Custom Field Group”. By clicking the down arrow icon next to the Custom Field Group’s name, the individual Custom Fields in the Group will appear.

Let’s make a Custom Field Group to see how they work in practice.

To create a Custom Field Group:

Navigate to the Custom Field page:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the chosen Property Page (Matters, Plaintiffs, or Contacts)
• Select “+ Add Property”

Fill in Basic Info:

• Select “Make this field a Custom Field Group”
• Write the name of the Custom Field Group in “Field Group Name”

Fill in 1st Field Detail:

• Write the name of the 1st Field in “Field Name”
• Select the appropriate Field Type in “Field Type”
• Choose whether or not to Mark this field as required

Fill in the 2nd Field Detail:

• Write the name of the 2nd Field in “Field Name”
• Select the appropriate Field Type in “Field Type”
• Choose whether or not to Mark this field as required
• Choose whether or not to add more Fields by pressing “+Add Field” below the most recently created Field

Rules:

• For Matters and Plaintiffs: Choose which Matter Types the Custom Field Group will display for
• For Plaintiffs: Select which Page the Custom Field Group will Display on
• For Matters and Plaintiffs: Select which Major Section Header the Custom Field Group will display under
• For Matters, Plaintiffs, and Contacts: Select which Section Header the Custom Field Group will display under
• Press “Save”

Let’s say your firm wants to track costs and coverage across different medical providers. A Custom Field Group is the perfect way to do so, as seen in the example below.

As with individual Custom Fields, Custom Field Groups can be reorganized via the “Edit Display Order” feature on their given Properties page. By default, the Custom Fields within a Custom Field Group are sorted by the order they were created. You can edit this after creating the Custom Field Group, by clicking “Edit Display Order” and dragging and dropping the Custom Fields to their new positions within the Group.
 

Finally, let’s see how the Custom Field Group looks when creating a new Matter.