Objectives:

• Create Cascading Custom Fields

Steps:

Users now can implement cascading custom fields, this feature allows you to pick an option from a dropdown list, and based on your selection, a new set of options will dynamically appear.

To create a cascading custom field, users should navigate to the System Settings and select the desired module, such as Matters.

Within the custom field page, add a new custom field

Indicate the related page, whether it applies to matters, cases, or both. Users can further refine the field by selecting applicable practice areas and opting for a cascading list type, choosing between 2 layers or 3 layers.

Assign a name to the custom field and define the options. For each main option, name the child list and add corresponding sub-options in the subsequent layer.

This streamlined process allows for easy data entry directly from the litigation case page. 

When a user selects the initial option, the secondary option list dynamically appears, providing a tailored and efficient approach to data categorization.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!