Adding a new block when creating a new Practice Area
- From the main navigation menu on the left click on ADMINISTRATION.
- In the left sidebar, select PRACTICE AREA.
- Click on the + icon to create a new practice area.
- In the left panel Blocks / Fields select the Blocks tab and drag the string New block in the case card.
- Specify the settings of the block:
- Enter a name
- Select type: single or repeatable
- Add a description.
- Click Apply to have the new block added to the case card.
- To cancel the action, click Delete and confirm the action.
Adding a new block when editing the Practice Area
- From the main navigation menu on the left click on ADMINISTRATION.
- In the left sidebar, select PRACTICE AREA.
- Click on one of the previously created case types. In the left panel Blocks/Fields select the Blocks tab and drag the New block line to the case card using Drag & Drop.
- Specify the block settings:
- Enter a name
- Select type: single or repeatable
- Add a description.
- Click Apply to have the new block added to the case card.
- To cancel the action, click Delete and confirm the action.