CounselLink Answer Center for Clients

Creating and Managing Custom Tables

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This article covers the following:

Creating a Custom Table

You can create a custom table for any object listed in the Field List View drop-down on the Fields tab.

  1. Navigate to the Fields tab on the Administer Configurable Fields page.
  2. Click the arrow on the Create Field button.
  3. Click Create Table. The Create Table page displays.

  1. Complete the information as necessary.

    The fields marked with (*) are required.

    Field Information
    Name* Enter a name for the custom table.
    Division/Office* Select one or more divisions or offices. This field appears only when you create a table for Matter, Invoice, or Matter Participant.
    Matter Type Select the Matter Type for which the custom table should appear. This field appears only if Matter Type configuration is enabled and does not appear for Contact, Law Firm, or Law Firm Group.
    Contact Type* Select one or more contact type categories. This field appears only when you create a table for Contact or Matter Participant.
    Participant Role* Select one or more participant roles. This field appears only when you create a table for Matter Participant.
    Maximum Rows Enter the maximum number of rows allowed for the table.
    Location Select one or more locations where the table will appear.
    Visible To

    Select one or more roles that can view the table.

    • All Users: Includes all users of CounselLink.
    • All Corporate Users: Includes all client users who can access the matter or invoice.
    • All Law Firm Users: Includes all law firm users who can access the matter, invoice, law firm, or law firm office.
    Visible To (For Contact) Select one or more corporate user roles that can view the field.
    Notes Enter notes related to the table.
  2. Click Save.

The default status of a new table is Active. You can make additional changes from the table’s overview page. After creating the table, the next step is to add fields to it.

Editing a Custom Table

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You can edit a custom table from its overview page.

Or you can edit a table by clicking the gear icon from the Configurable Fields Layout page.

The Edit option allows you to change the table’s general information.

  1. Open the table for editing.

  2. Modify the necessary fields on the Edit Table page.

  3. Click Save.

Managing Fields in a Custom Table

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The Fields section on a custom table’s overview page contains all fields created for that table.

These fields can be accessed only from the table’s overview page. They do not appear in the main list on the Fields tab.

Managing Fields on the Table Overview Page

You can take the following actions on fields created for a custom table:

Action Details
Create Creates a new field for the table.
Edit Select a field, then click this option to edit it.
Delete Deletes one or more selected unpublished fields from the table. Published fields can only be inactivated.
Activate Available from More Actions. Activates selected inactive fields.
Inactivate Available from More Actions. Inactivates selected active fields.
Move down Available from More Actions. Moves the selected field down one position in the list.
Move up Available from More Actions. Moves the selected field up one position in the list.

Deleting Fields from a Table

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You can delete one or more fields from a table.

Fields can only be deleted if they are unpublished.

  1. Place a check mark next to the name(s) of the field(s) in the Fields list.

    Select the check box to choose all fields.

  2. Click Delete.

Arranging Fields on a Custom Table

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You can move fields up or down on the table’s overview page. This changes the order in which they appear on the custom table.

  1. Navigate to the table's overview page.
  2. Place a check mark next to the field(s).
  3. Click More Actions.

  4. Select Move up or Move down.

    The selected fields are rearranged based on your selection.

  5. Optional: Click Publish to make the selected field(s) live on your table.

Activating or Inactivating a Field on the Table Overview Page

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You can reactivate inactive fields on a table. Inactive fields remain visible in the list.

Once a field has been published, it can only be inactivated not deleted.

Activating a Field

  1. Navigate to the table's overview page.
  2. Place a check mark next to the field(s).
  3. Click More Actions.

  4. Select Activate.

    A confirmation window displays.

  5. Click OK. The selected fields are activated.
  6. Optional: Click Publish to make the selected field(s) live on your table.

Inactivating a Field

  1. Navigate to the table's overview page.
  2. Place a check mark next to the field(s).
  3. Click More Actions.

  4. Select Inactivate.

    A confirmation window displays.

  5. Click OK. The selected fields are inactivated.
  6. Optional: Click Publish to make the selected field(s) live on your table.