CounselLink Answer Center for Clients

Creating and Managing Custom Blocks

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Custom blocks are used to group fields into a set of data that should always be kept together. For example, you may use an address block that contains fields for street address, city, state, and zip code.

You can use any field type within the rows. Blocks can be assigned to specific locations and made required if necessary.

This article covers the following:

Creating a Custom Block

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

  3. Click Create Block. The Create Block page displays.

  4. Complete the information as described in the table.

    The fields marked with * are required.

    Field Information
    Name* Enter a name for the custom block.
    Block Display Select either One Column or Two Columns to specify the column width for the block.
    Division/Office*

    Select the check box(es) of one or multiple divisions, or the check box of offices within the divisions.

    The Division/Office field is displayed only when you create a block for Matter, Invoice, or Matter Participant. Select the check box All to select all the offices in all divisions. Click () to expand the division or the office list.
    Matter Type

    Select a Matter Type for your custom block to appear. Click this topic to learn more.

    This field is displayed only if the Matter Type configuration is enabled and is not displayed for Contact, Law Firm, or Law Firm Group.
    Contact Type*

    Select the check box of one or multiple contact type categories.

    The Contact Type field is displayed only when you create a block for Contact or Matter Participant.
    Participant Role*

    Select the check box of one or multiple participant roles.

    The Participant Role field is displayed only when you create a block for Matter Participant.
    Location Select one or more location where the table will live. See this topic for more information.
    Visible To

    Select the check box of one or more roles for the table to be visible.

    • 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.
    Notes Type text related to the block.
  5. Click Save.

The default status of new block is Active. You can make further changes to your block by accessing its overview page. The next step is to add fields to your block.

Editing a Custom Block

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You can edit a custom block from its overview page.

Or you can edit a block by clicking on the the gear () icon from the Configurable Fields Layout page.

The edit button allows you to change general information about the block. See this topic for information on how to edit the fields in the custom block.

  1. Modify the required fields on the Edit Block page.

    The Field Type cannot be changed.

  2. Click Save.

Managing Fields in a Custom Block

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The Fields section on your custom block's overview page contains all fields created for that block.

You can only access these fields from your block's overview page. They do not appear on the list under the Fields tab.

Managing Fields on the Block Overview Page

You can take various actions to the fields that have been created for your block.

Action Details
Create Click this to create a new field for your block.
Edit Place a check mark next to the field, then click this to make edits.
Delete

Select one or more fields, then click this to delete them from the block.

Fields can only be deleted if they are unpublished. Once published, they can only be inactivated.
Activate

Click the More Actions button, then select this to activate an inactive custom field.

You can only activate fields that have a status of 'Inactive.'
Inactivate

Click the More Actions button, then select this to inactivate an active custom field.

You can only inactivate fields that have a status of 'active.'
Move down Click the More Actions button, then select this to move the selected field up in the list by one position.
Move up Click the More Actions button, then select this to move the selected field down in the list by one position.

Deleting Fields from a Block

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You can delete one or more fields from a block.

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.

Inactivating a Field on the Block Overview Page

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You can inactivate fields on a block that are active. Fields that become inactive are still available to view, and you can see all inactive fields on the list.

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

  1. Navigate to the block'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 block.

Arranging Fields in a Custom Block

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You can move your fields up or down on the block's overview page. This changes their order of appearance on the custom block.

  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 block.