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How to create and manage custom fields
How to create and manage custom fields

Custom fields let you capture all the data you need in your matters and contracts. Here's how you can create and manage them.

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

In this article :


What is a custom field?

A custom field is simply a type of 'form field' - e.g. a 'text field', a 'number field', a 'dropdown list', a 'checkbox' etc.

You can customize these (names, values, descriptions, etc.) and add them to your matters or contracts so that you can capture specific data. You can then use those custom fields later to filter the matter grid and report on it.


When should I use a custom field?

You should only create custom fields when the default LawVu fields don't meet your needs.

We always recommend that you use the fields shipped with LawVu because they are tied to other functions within LawVu that let you filter, capture, and report on data more meaningfully.


What custom fields can I create?

Whenever you create a custom field - you start by selecting an existing 'field type' and then customizing it.

For example, if you want to capture someone's 'tax code' - you would start by selecting a 'single line text field' and then customizing the labels accordingly (see the field examples below this section)

Go to Settings / Field Management / Field Library settings, and there you will see all the fields in your organization's field library. The default view is All fields (highlighted in red).

Clicking on Custom fields (highlighted in yellow) will display your existing custom fields.

If you select LawVu fields this will show you all the default LawVu fields. If you would like to create a new custom field, click Add field.

You'll be brought to this screen, where you can begin creating your field:


Field Types

Single line text

This field is used for recording a single line of text. You can use it to capture numbers you don't want to perform calculations for, e.g., an 'Australian Business Number" or a "Tax code," etc.

Paragraph text

Used for recording a paragraph of text. This field allows alpha-numeric entries.

Number

Use this field for recording a number you want to (potentially) perform calculations on in the future.

Currency

Record a currency value that you may want to report on later.

Datepicker

This field records date values represents a calendar picker, and supports date entry by text. This field uses the 'mm-dd-yyyy' format, and you can use this for filtering and reports.

Used to present a list of choices to the user. The user can only select ONE.

Lookup

Used to present a drop-down list of pre-defined choices and also allows users to add choices on the fly. You can select only ONE option at a time.

Note: To be able to set the field up you need to add at least one option to the list.

Look-up (Multi)

Use the look-up (multi) field type when you want to present a list of predefined choices. Or add choices on the fly and allow for AND statement-type filtering by enabling multiple selections simultaneously.

Person

This field allows for an arbitrary person within the org to be named on a matter or contract, without being required to make them a member of the matter or contract.

Single checkbox

Often used as a way to confirm that something has been completed. For example, 'check this to confirm that 'X' has happened.'

Checkbox list

Used to present multiple choices to the user. The user can select MULTIPLE options.

Radio button list

This box allows you to present multiple choices to the user. They can select ONE.

Slider

Used to determine a range of options. You can set labels for the left, centre and right sides of the slider as well as determine the step size.


How can I apply custom fields to a matter/contract?

Custom fields are applied from a matter/contract type level. Matter and contract types are used to create the structure of the matter.


How do I make a field 'required'?

You don't make a field 'required' when creating it.

Once you assign the field to a matter type, then you can make it a 'required field.' This way, you can change the requirements as you use the field rather than embed it into the field directly.


Can I edit a field later?

You can’t edit LawVu default fields in the library, BUT you can edit custom fields created for your organization specifically. Any changes you make to a custom field in the library will flow down to all the instances of that field on matter/contract types and to the individual matters and contracts themselves.


How can I make the field visible in the Preview Mode?

Ensure the Show in preview option is ticked to enable the field to appear in preview mode. The same system applies if you want the field to appear in the Scoping Fields and the Create Form - click the applicable checkbox.

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