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Add Custom Records To A Matter
Add Custom Records To A Matter

How To Add, Pin, And UnPin Custom Records To A Matter

Christine Clark avatar
Written by Christine Clark
Updated over a week ago


Custom Records are user defined tables created by ZenCase administrators in Firm Settings. You can then add a custom record to any matter in ZenCase. You can view a specific matter's custom records from the "Zen KM" tab > "Custom Records" tab.

How To Add A Custom Record To A Matter

You can add as many custom records to a matter as you need.

  • Go to the "Matters" page by clicking on the "Matters" link from the left navigation bar

  • On the Matters list page, click on any matter name link under the table's "Matter Name" column.

  • Viewing a specific matter, click on the "Zen KM" tab

  • Click on the "Custom Records" tab

  • If there are any custom records created for your firm for the specific matter type, then you will see the list of custom records available on the page

  • Click "Add Record to Matter" to add any custom record not visible in the list

  • Search or select a custom record from the dropdown
    โ€‹Note: If you do not see any custom records available, your firm administrator may need to create one for you.

  • Click "Save"

  • Now that you have added a custom record to your matter, you can click the "View" button to view the custom record table

  • You also have the option to "Pin" a custom record. In the top right corner of the card, click the push pin icon to "pin" the custom record. Once you pin a custom record, you will see a new tab created under Zen KM tabs. This will allow you to quickly access your favorite custom records.

  • Click the "Pin" icon again to "unpin" the custom record and the tab will disappear.

How to Manage A Custom Record Tied To A Matter

Once you have added a custom record to your matter, you can view the table of records and start adding, editing and deleting your items in your table.

  • View a specific matter, click on the "Zen KM" tab

  • Click on the "Custom Records" tab

  • From the list of custom records available, click "View" button on the bottom of the card

  • You will now view a table for your custom records

  • If the Firm Administrator setup filters for your custom records, you will also see filters available for the custom records table

  • Click "Add" button to add a new custom record to your table

  • Enter "Name" of your record which is a unique identifier for each record
    โ€‹Note: The "Name" field is required on all custom records. This is how ZenCase tracks each unique custom record in each matter.

  • Enter the remaining fields. Required fields will have a red bar next to the field label.

  • Click "Save"

  • You should now see a new row created in the table

Congratulations! You have now created an entry in your custom table. Under the "Actions" column, you can edit or delete your entry at any time.

Also note that every column header is sortable by clicking on the column header.

If you have any questions, please let us know!

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