For: Admins
Add custom fields to cases
Track extra details on every case, such as date of injury or insurer, with text, choice, date, time or number fields.
In this article6 sections
Custom fields hold the details your firm tracks on every case that the built-in ones don't, such as the date of injury or the insurer. Your team fills them in when they create a case, and the roles you choose see them on the case's Overview.
Open Case Fields
Go to Settings › Fields. The Case Fields tab opens, listing your fields below the built-in ones.
Choose the field type
Under Add new field, choose a type: Text, Single Choice, Multi Choice, Date, Time or Number. Choose Add Field.
Describe the field
In Add Field, type the Label Name, such as Date of Injury. Add a Description if people need a hint; it shows under the field while someone fills it in, when they create a case, on Overview and in Edit Case. For a choice field, type each choice under Options and choose Add.
Leave Default Value empty unless most new cases should start with it. Choose Save.
Set required and order
A new field is required and active. Switch off Required if people may leave it empty. Drag a row by its handle to change the order the case forms and Overview show the fields in.
Switching off Active hides a field everywhere and keeps what's been entered in it. Switching it back on makes it required again. Delete can't be undone, so switch a field off instead if you may want its values later.
Let roles see it
In Settings › Roles, edit each role that should see the field on Overview, such as staff. Under Case, tick Read all case fields specified in the role, then tick the field in the list that opens below it. To let the role change it there too, tick Update all case fields specified in the role and the field in its list. See Change what a role can do.
Only Admins can change custom fields.
What happens next
Every active field appears under Custom Fields when someone creates a case, in the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings. or the Lobby, and required ones must be filled in. Required is checked on these screens only: a case created by an import or through the API can leave a required field empty. Cases created that way, or before you added the field, start with it empty; fill it in with Edit Case, or on Overview.
On Overview, each role sees only the fields you ticked for it. The built-in staff and clients roles start with none, so clients see a field only if you tick it for the clients role. Admins and Managers see and change every field in Edit Case.