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FirmFlow

Custom information fields

You can create and configure custom data fields to include on the Information tab in a FirmFlow folder.
In GoFileRoom, select
Administration
,
Manage FirmFlow
, select the applicable drawer from the
Drawer
 field, then select the
Information Fields
 tab.
  1. Select the
    Add
     button to create a new custom field. The bottom row in the grid becomes available for you to define the field.
  2. In the
    Level
     column, select the applicable level that the field will apply to.
    • Folder-level
       fields use the same values for all workflows within the FirmFlow folder.
    • Workflow-level
       fields use a value for the workflow they belong to. Different workflows within the folders may have different values for the same field.
  3. In the
    Caption
     column, enter a name or field label for your custom field.
  4. Select the appropriate type for the custom field.
    • Text:
       Allows the user to enter non-standard and unformatted text.
    • Date:
       Includes a calendar control for easy date selection.
    • Dropdown:
       Displays a dropdown list and allows the user to select an item from the list. Select the button next to the list to specify the values to include in the list.
    • User drop down:
       Displays a dropdown list that includes all FirmFlow users in the firm.
  5. Specify the width and data length for the data-entry field.
    • Display Width:
       Specify the width of the data-entry field in pixels.
    • Data Length:
       Specify the maximum number of characters that the user can enter in this field.
  6. To hide this field for new folders created after you add this custom field, mark the checkbox in the
    Disable
     column.
  7. Select
    Save
    .
  8. Select the
    Permissions
     tab.
  9. Select
    Information Fields
     from the
    Category
     field.
  10. In the following grid, mark the checkbox in the new custom field column for each permission group that should have access to the field.
  11. Select
    Save
    .

Delete custom information fields

If you find that you don’t need a custom field anymore, you can delete it.
When you delete a custom information field, GoFileRoom deletes all data entered in that field in all existing folders.
  1. In GoFileRoom, choose
    Administration
    ,
    Manage FirmFlow
    , and then select the
    Information Fields
     tab.
  2. In the grid, select anywhere in the row that applies to the field you want to delete.
  3. When the row is selected, the Delete column displays a
    Delete
     button. Select the button, and when prompted to confirm that you want to delete it, select
    OK
    .
  4. Select
    Save
    .

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