This article discusses how to create and edit custom fields in Lead Docket’s intake form.

Create a Field

1. Manage > Custom Fields. Select “Manage” from the left side menu and then select “Custom Fields” from the dropdown. 
2. Add Custom Fields > Select Type. On the Custom Fields page, click on the blue “Add Custom Field” button, and then select the type of custom field you would like to add from the dropdown. 
   
   
   
   
3. Enter field information. Select the location and name of the field and the case type it should be included in, and fill out additional options as desired. Learn more about custom field options below.
   
   
4. Save. When all fields are filled to your satisfaction, click “Save Changes.” The field will be saved to your intake form. 

Field Options

The custom field module contains many options concerning location, visibility, dependency, and more. 

• Location: Where on the intake form you want the field to exist 
  • All Case Types - Above Incident Details
  • All Case Types - Contact Information
  • All Case Types - Incident Details
  • All Case Types - Other
  • Practice Area Specific - Incident Details
• Display Name: What will display on the intake form
• Directions: Directions next to the Field Name for answering this field (optional)
• Possible Values: For some fields that have multiple answer choices. Click + Add Possible Value to add, and enter the desired value. To reorder the values, click and hold the three horizontal lines beside a value, and drag it to the desired position. To remove a value, click the trashcan icon beside the value. Lead Docket will ask you to confirm the removal before proceeding
• Required: Yes or No, if the field is required to be answered to save the lead
• Display Order: The order the field will be in, relative to the other fields in the same Location
• Columns Wide: How wide the field will be on the page (out of 12). 12 of 12 is recommended

To select advanced options for the custom field, click the Advanced Properties dropdown. 

• Required: Yes or No, if the field is required to be answered to save the lead
• Export: Yes or No, if you want this field to be included when exporting to your case management system
• Obsolete: If yes, the field does not appear on new leads, but will appear on existing leads that have an entered value for the field
• Hidden: If yes, the field will not be displayed. This option is used for fields utilizing API and Opportunity Integrations.
• Do Not Copy: If yes, the field values are not copied during lead promotion
• Hidden on Add Lead: If yes, the field is not displayed on the Add Lead screen
• Default Value: If you want an answer to be selected automatically every time, enter it here
• Case Types: The case type(s) you want this custom field to be associated with, if the Location was selected as Practice Area Specific. Hold the CTRL key and click to select multiple Case Types
• Display This When: If you want the field to be displayed only if a previous question is answered a certain way, (Example: Display if the previous question is answered as "no") select the dependent question from the drop down list
  • If Answered As: What the answer should be to the question you selected above to make this custom field appear.
    • If you want the conditional question to appear if any of multiple answers are selected, type each answer you want to trigger the next question separated by a vertical bar "|". 
• Case Tracker Code: The code in your case management system for the custom field

Edit or Remove a Field

To remove a field, select “Manage” and then “Custom Fields” from the left side menu in Lead Docket. On the Custom Fields page, scroll down to see a list of all added fields. You can filter the fields by entering the field name in the filter search box in the top right, or adjust the order of the fields by clicking on the column headers. 

When you have found the field you wish to edit or remove, click “Edit” to open up the module for that field, where you will be able to adjust any of the field information. 

Remove

If you would like to remove a field, find the field and look for the pink “Remove button next to the “Edit” button. Click on this button to remove the field entirely. 

If the field does not have the “Remove” button, this means that the field is currently being used and is therefore not able to be deleted. Instead, you can make the field obsolete, meaning that currently-entered data will remain, but the field will not show up when creating new leads. 

To make a field obsolete, click “Edit” and in the field module, find the “Obsolete” field and select “Yes” from the dropdown. The field will then be marked obsolete, and will appear in the field list crossed out.