This guide shows you the step-by-step process for creating custom fields and sections. For an understanding of what custom fields are, why you’d use them - see the Custom Fields Overview.

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Accessing Custom Field Settings

To create custom fields, navigate to Settings and select either Clients, Cases, or Employers, then click on the Custom Fields tab.
Custom Fields settings page

Custom Fields settings page showing the Cases, Clients, and Employers tabs

The screenshot above shows the Cases custom fields page. You can switch between Cases, Clients, and Employers tabs to create custom fields for each.

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Creating a Custom Field

Custom fields can be added individually to clients, cases, or employers. You can also organize them into sections.
1

Click Add Field

Click the Add Field or Create Custom Field button.
Add Field button

Add Field button

2

Select Field Type

In the Field Type popup, select the type of field you want to create (e.g., Text, Paragraph, Number, Decimal, Date, Date & Time, Checkbox, Dropdown).
3

Fill in Field Details

Fill in the details on the Create Custom Field form:
  • Field Name (required): Enter a clear, descriptive name.
  • Description (optional): Add helpful instructions or details about the field.
  • Required Field: Enable if this field must be filled out before saving.
  • Full Width: Enable to make the field span the entire width of the form.
  • Display Order: Enter a number to determine the field’s position (lower numbers are shown first).
  • Section: Select which section to group this field with (optional).
  • Categories (Cases only optional): Assign the field to specific case categories.
4

Configure Options (If Applicable)

For Dropdown or Checkbox fields, you can add multiple options and set default selections.
Create Custom Field screen showing dropdown options

Create Custom Field screen with options for a Dropdown field

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Creating a Custom Section (Optional)

Sections help organize related custom fields into logical groups. Create sections before adding fields so you can assign fields to sections.
1

Click Add Section

Click the Add Section button.
Add Section button

Add Section button

2

Configure Section Details

Complete the following fields in the section configuration form:
  • Section Name (required): Enter a descriptive name, such as “Travel History” or “Employment Details”.
  • Description (optional): Provide a brief explanation of the section’s purpose.
  • Display Order: Assign a number to determine where this section appears (lower numbers are shown first).
  • Categories (Cases only): Select one or more case categories to limit the section’s visibility to specific case types.
Section configuration form

Section configuration form

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Verifying Custom Fields

After you create a custom field, it should automatically appear in the corresponding profiles. For example, if you create a custom field for clients, it will be visible in the Create Client form and the Client Profile. Similarly, custom fields added for cases or employers will display in the Create Case, Create Employer, Case Profile, and Employer Profile screens. Example - Case Fee Field in Create Case
Case Fee Custom Field

Case Fee Custom Field

Example - Sections in create case screen
Sections in Create case screen

Sections in Create case screen