Adding a new field when creating a new task type

Add a new field when creating a new task type.

  1. From the main navigation menu on the left click on ADMINISTRATION.  
  2. In the left sidebar, select PRACTICE AREA.
  3. Click on the + icon to create a new case type. In the left panel Blocks / Fields select the Fields tab and drag it.
  4. With Drag & Drop feature move New Field line onto one of the case card blocks.
    Specify the block settings:
    • Enter a name
    • Choose a field format
    • Specify the mandatory or optional field
    • Add a tag and a system name
    • If necessary, specify a hint.
  5. Click Apply to add a new field to the case card.
  6. To cancel the action click Delete and confirm the action.

 

Adding a new block when editing the case type.

  1. From the main navigation menu on the left click on ADMINISTRATION.  
  2. In the left sidebar, select PRACTICE AREA.
  3. Click on one of the previously created case types.
  4. In the left panel Blocks/Fields tab, select the Fields tab and drag the New field using Drag and Drop into one of the blocks in the case card.
  5. Specify the block settings:
    • Enter a name
    • Choose a field format
    • Specify the mandatory or optional field
    • Add a tag and a system name
    • If necessary, specify a hint.
  6. Click Apply to add a new field to the case card.
  7. To cancel the action, click Delete "And confirm the action.