Creating a case type

You can create new types of cases and customize the set of blocks that will be displayed for each type. In order to create a case card, drag the necessary elements into it using drag and drop.

  1. From the main navigation menu on the left click on ADMINISTRATION.  
  2. In the left sidebar, select PRACTICE AREA.
  3. Click the + button in the lower right corner of the page.
  4. In the appeared designer fill in the basic information: case name and the abbreviation.
  5. From the left panel Blocks/Fields, drag the desired blocks from the Blocks tab to the case card.
  6. After adding a block, you can change its settings: name, type (normal or multi-block) and description → click Apply to save the changes.
  7. Similarly, drag the required fields from the Fields tab to the case card.
  8. After adding the desired blocks and fields, click the Save button in the lower right corner of the page.

Note: you can change the order of the fields and blocks by simply dragging them around.