Creating a practice area

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

  1. In the main menu, select the Administration.
  2. Select the item types.
  3. Click the Plus icon in the lower right corner of the page.
  4. By default, 3 stages of the case are created: Initial, Win and Lost.
    Please note: If the type of case is configured with only a single stage, then it is not displayed on the case file.
  5. Click on the Plus at the end of the line with the stages.
  6. To edit the stage, click on the  icon and select Settings.
  7. Enter a name for the stage and select a color.
  8. Click on the Save button.

    Creating_a_case_type.gif
  9. To delete a stage, click on the  icon and select Delete.
  10. Confirm the action by clicking on the Delete button.
    Please note: when deleting a stage, all cases with this stage revert to the previous stage If the previous stage has been deleted, then all matters go to the next stage.

    delete_stage.gif

  11. To change the order of the stages, click on the name of one of them and, holding down the left mouse button, drag to the right place.
  12. In the constructor fill out the basic information: the name of the case and the abbreviation.
    Note: effort allows you to calculate the workload for the case managers and / or assign less loaded users as case managers using the Fill operator in automation scripts.
  13. From the left panel Blocks / Fields, drag the necessary blocks from the Blocks tab to the case card using the Drag & Drop method — simply drag while holding down the left mouse button.
  14. After adding a block, you can change its settings: name, type (normal or multiblock) and description → to save the changes, click the Apply button.
  15. Select the blocks that will be displayed at a particular stage. To hide a block, click on the  icon next to its name and select Hide block. Click on the Save button in the lower right corner of the screen.
    Note: the block must be hidden for each stage where it should not be displayed.

    hide_block_stage.gif

  16. Click Add line in the name of the block to which you want to add a field.
  17. Drag the desired field from the Fields tab.
  18. After adding a field, you can change its settings → to save the changes, click the Apply button.
  19. To change the order of blocks, use the Drag & Drop method — just drag the block name while holding down the left mouse button.
  20. After adding the necessary blocks and fields, click the Save button in the lower right corner of the page.

    move_stage.gif