Rules can be applied to certain types of Custom Fields to enforce rules on the data recorded in these fields. Date Fields Rule Definition Min The minimum date the field will accept. E.g. If the date i...
What is a Shared Picklist? A Shared Picklist is a feature that allows you to reuse values in dropdown boxes across different fields. Instead of manually entering these values for each new field, a sha...
Enabling Case Hub for Case Manager To Enable Case Hub on a system. Create a new role titled 'Case Hub'. User Roles can be found and created via the Administration page under 'User Roles': Apply the fo...
In this article, we will be covering the different ways in which custom fields can be added to an advanced report, as well as some potential troubleshooting questions that may come up when you try to ...
One of the biggest benefits of utilising custom fields in Case Manager is the ability to bring out that information in Reporting. This can allow you to collect and operate on data held in your system ...
Where can I use Custom Fields? Custom fields can be assigned to numerous different services, actions and entities in Case Manager. Some standard examples include the following: Cases Clients Case Acti...
Learn About Custom Fields What is a Custom Field? A Custom Field is an additional data field or attribute that can be added to existing services or actions. It allows users to customise and tailor the...
How to Find Payment Groups Case Manager keeps all the different benefits that caseworkers can bring onto cases under headings called Payment Groups. Types of Payment Payment groups are used to store ...
Configuring Bank Holidays How to Find the Bank Holiday Configuration In this knowledge base article, we will guide you through the process of configuring holiday dates in Case Manager, including bank ...
Case Action Deletion Triggers Case Manager can delete selected Case Actions when a Case transitions from one state to another. This flexibility ensures that sensitive data is only held for as long as ...