Adding a new field when creating a new practice area
- Open the Administration section in the main menu.
- In the sidebar on the left, select the Practice Areas — a list of all created types of cases.
- Click the Plus icon to create a new case type.
- Enter the name and abbreviation of the new type.
- In the left panel Blocks / Fields drag and drop a line to the created type using the Drag & Drop line.
- Click Apply in the left pane.
- Click Add line in the block.
- In the Blocks / Fields panel, select the Fields tab and drag-and-drop the New Field to a new line.
- Specify the field settings:
- Enter the title
- Select data format
- Indicate the mandatory or optional field
- Add tag and system name
- If necessary, provide a hint.
- Indicate a dependency on another field. For this you need to meet several conditions:
- use the same multilevel reference book as in the field on which this depends
- specify system tag
- specify the level of the directory
- specify a level higher than the parent field
- Click Apply to add a new field to the case card.
- To cancel the action, click Delete and confirm the action.
- Click on the Save button in the lower right corner of the screen and confirm the action.
Adding a new block when editing the practice area
- Open the Administration section in the main menu.
- In the sidebar on the left, select the Practice Areas — a list of all created types of cases.
- Click on one of the previously created case types.
- In the left panel Blocks / Fields select the Fields tab and drag a line New field using Drag & Drop to one of the blocks of the case card.
- Specify the block settings:
- Enter the title
- Select field format
- Indicate the mandatory or optional field
- Add tag and system name
- If necessary, provide a hint.
- Indicate a dependency on another field. For this you need to meet several conditions:
- use the same multilevel reference book as in the field on which this depends
- specify system tag
- specify the level of the directory
- specify a level higher than the parent field
- Click Apply to add a new block to the case card.
- To cancel the action, click Delete and confirm the action.