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Custom Fields


Caleb Alvarez
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In Dibcase you can have an unlimited number of custom field in a variety of formats. For example, lets say you want to add a new field called "5 Day Deadline".

 

STEP 1: NAVIGATE TO THE "CUSTOMIZATIONS" PAGE

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Figure 1: Dibcase Menu

 

STEP 2: SELECT THE PRACTICE AREA OR CUSTOM FIELD GROUP YOU'D LIKE TO ADD THE CUSTOM FIELD TO

In this example, we are going to add the new custom field "5-Day Deadline" to the SSA practice area.

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Figure 2: Dibcase Custom Field Group Editor

 

STEP3: SELECT THE "ADD FIELD" BUTTON

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Figure 3: Dibcase Custom Field Group Editor "Add Field" button

 

STEP 4: LABEL YOUR NEW CUSTOM FIELD

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Figure 4: Custom Field Labeling

 

STEP 5: DETERMINE THE FIELD TYPE FOR YOUR NEW CUSTOM FIELD

 

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Figure 4: Custom Field Type Selector

 

In this example, we will need to make our field a "Short Date" so we can make it a "Deadline" field

 

STEP 6: SELECT THE VISIBILITY OF YOUR CUSTOM FIELD

Custom fields can appear on your intake form and on the claims custom fields accordion and on the dashboard Deadlines Panel.

In this example we do not want the new "5-Day Deadline" field to appear on our intake form. If you select "docs", the field will be available as a "merge field" in document templates.

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Figure 5: Custom Field Visibility Multi-Select

 

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Figure 6: Document Template Editor "Insert Fields" Dropdown

If you choose to have your custom field appear on your intake form, it will appear as such:

 

By setting our field as a "Deadline" it will appear on the Dashboard in the "Deadlines" panel

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STEP 7: SELECT "UPDATE PRACTICE AREA" TO SAVE YOUR NEW CUSTOM FIELD

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That's all there is to it. Now you're new field will be ready for use.

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