Add a new field 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 case type. In the left panel Blocks / Fields select the Fields tab and drag it.
- 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.
- Click Apply to add a new field to the case card.
- To cancel the action click Delete and confirm the action.
Adding a new field 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 tab, select the Fields tab and drag the New field using Drag and Drop into one of the blocks in the case card.
- 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.
- Click Apply to add a new field to the case card.
- To cancel the action, click Delete and confirm the action.