Adding a new field when creating a new practice area

Adding a new field when creating a new practice area

  1. Open the Administration section in the main menu.
  2. In the sidebar on the left, select the Practice Areas — a list of all created types of cases.
  3. Click the Plus icon to create a new case type.
  4. Enter the name and abbreviation of the new type.
  5. In the left panel Blocks / Fields drag and drop a line to the created type using the Drag & Drop line.
  6. Click Apply in the left pane.
  7. Click Add line in the block.
  8. In the Blocks / Fields panel, select the Fields tab and drag-and-drop the New Field to a new line.
  9. 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
  10. Click Apply to add a new field to the case card.
  11. To cancel the action, click Delete and confirm the action.
  12. Click on the Save button in the lower right corner of the screen and confirm the action.
    Adding_a_new_field_when_creating_a_new_practice_area.gif

Adding a new block when editing the practice area

  1. Open the Administration section in the main menu.
  2. In the sidebar on the left, select the Practice Areas — a list of all created types of cases.
  3. Click on one of the previously created case types.
  4. 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.
  5. 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
  6. Click Apply to add a new block to the case card.
  7. To cancel the action, click Delete and confirm the action.
    Adding_a_new_field_when_editing_a_practice_area.gif