Overview
ZenCase allows administrators who have access to Firm Settings to create Custom Records. Custom Records are user defined records that are customizable, filterable, and sortable fields displayed in a custom table. Each custom record can be added to a matter. If you set a matter type on a custom record, then the custom record will be added to the matter with that specific matter type by default for new matters.
How To Add Custom Records
You can add custom records in ZenCase which will allow you to create a custom record with custom information for each record. A custom record can then be added to a matter.
In the top right corner, click the down arrow next to your name.
In the pop up menu, select "Firm Settings" link.
You will be redirected to the Firm Settings page.
On the Firm Settings page, click on the "Custom Records" tab.
You will see a table of all available custom records.
Click the "Add Custom Record" button.
Enter your custom record name, such as "Record Requests".
Click "Save".
You will be redirected to the custom record page.
You can optionally select matter types from the "Matter Types" dropdown in which the custom record will be visible by default when creating new matters with the specific matter type(s).
Enter description.
Click "Add Field" for each field that will display in your custom record form.
Select the data type for your field:
Text
Select List
The options are listed as a comma separated list.
Example:cat,dog,bird
Yes/No
Date
Email
Phone
Currency
Number
Link
Date/Time
Big Text
Resource
This is a resource type that you can link to an existing item in ZenCase to the custom record form
Options available:
Zen KM Answer
Zen KM Authority
Zen KM Connection
Zen KM Document
Zen KM Fact
Zen KM Memo or Memo
Zen KM Question
Zen KM Subject
Zen KM Task or Task
Subform
This will link to another custom record form.
Header
Enter the field label.
Enter the helper text.
Toggle the "Active" switch to blue to enable the field to be visible on the form.
Toggle the "Filterable" switch to blue to enable filtering this field in the custom records table on the matter.
Note: This option is not available when type if "Subform".
Under the Branching section, select from multiple options:
Next - this will go to the next visible form field.
End of Form - this will end the form and no more fields will be visible on the form that come after this field.
Another form field - this will bring you to the selected field on the form.
You can create branching scenarios with this option as well. For example, if the field is a "Yes/No" option, then you will see a "Yes" branching option and a "No" branching option. If a user selects the "Yes" field, then the selected branching option will be visible on the form. If a user selects the "No" field, then the selected branching option will be visible on the form.
Click "Save"
Congratulations! You have now created a custom record with custom record fields for your firm.
You can preview your form by clicking on the "Preview" tab and make adjustments to your form as needed.
Next, learn how to Add Integrations To Your Organization