Filing Structures Configuration Screen
When Enable Custom Properties is enabled (see the Attachment Properties section), Filing Structures appears as a case type feature. The Filing Structure defines the nested/hierarchical ordering of filing attachments in the Attachments tab of a case folder. Multiple filing structures can be configured for a case type. Filing structure for a case folder is automatically determined using a boolean associated with filing structure. Authorized users can change the filing structure on a case folder.
The actions available on this screen are detailed in the following table:
Action | Description |
|---|---|
New | Create a new filing structure |
Edit | Edit an existing filing structure The Number of Levels, and the Level 1/Level 2/Level 3 fields are not editable |
Expression | Opens an Expression Editor for the selected filing structure, where you can create or edit rules for the filing structure. There are two modes: the Condition Editor, and the Expression Editor. When this boolean expression is true then filing structure will be auto selected during case folder creation. |
Sections | Add sections to the filing structure |
Delete | Delete an existing filing structure |
Create a Case Filing Structure
Follow the steps below to create a new case filing structure:
Click New from the Set Up Filing Structures screen:
The fields on this page are described below:
Field | Description |
|---|---|
Name | Name of the filing structure |
Number of Levels | The number of levels the filing structure will have. A filing structure can have either Two or Three levels |
Level 1 | The outermost level/section of the filing structure; this will always be set to Attachment Type |
Level 2/Level 3 | Select the section for each level; the options that populate this dropdown list are the Lookup Dropdown fields in the repeating group for Attachment Properties. Refer to the Attachment Properties section for more information. The Choice Lists associated to each of the section options will have values that determine the possible sections for the Level 2 and Level 3 of the Filing Structure. |
Text field for dynamic sections | Select the text field within the repeating group for the attachment properties that will store the name of any dynamically created sections. When users add attachments to a folder, they will have the option to create a section by entering a section name; this name will be stored in this field |
Auto assign section numbers | Section numbers will be automatically assigned to each section based on the filing structure |
Active | Enable to make the filing structure active and functional |
Case Filing Structure Sections
Sections Configuration Screen
The Sections function allows you to organize and add sections to the selected filing structure. The Create filing structure sections configuration is shown below:
The Filing Structure list is on the lower portion of the screen. The columns here are described below:
Column | Description |
|---|---|
Order | The number corresponding to the section, as well as its depth within the file structure |
Section | The name of the section as it will display in the eCASE application |
Link Name | The name of the link as it will display in the eCASE application next to its associated section |
Link URL | The URL to which the user will be redirected when they click on the Link Name for the section |
Is Mandatory | Whether the section will have a red asterisk indicator, indicating that it is a required section |
Has Permissions | Whether the section has specific permissions associated, restricting user access to the section |
Filing Structure Section Actions
The table below outlines the actions available on this screen:
Action | Description | Image |
|---|---|---|
Add | Add a new section to the filing structure. See the Add a Section for more details. | |
Edit | Edits the Link Name and Link URL for the selected section. Also allows the app developer to change whether the section Is Mandatory or not |
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Permissions | Configure permissions for the selected section Users and groups can be selected using the item picker, and then granted one or more of the displayed permissions (View, Edit, Delete) Select a user/group and click ‘Remove’ to remove all permissions from that user/group To change permissions for a user/group, their existing permissions must first be removed, and then the new permissions must be granted |
|
Delete | Deletes the selected filing structure |
Add a Section
The table below outlines the top section of this configuration where you can add new Sections to the filing structure.
Field | Description |
|---|---|
Attachment Type/Document Type/Sub Document Type | The fields in the repeating group for attachment properties that govern Level 1, Level 2, and Level 3 of the filing structure. These labels will change depending on what field is selected when creating the filing structure. Only Attachment Type is required to be filled out, as the filing structure must have at least a surface-level/first-level section. For each level, you can select a section using the first dropdown list, labeled Please select a section.
|
Link Display Name | In the filing structure, a link can be displayed next to the title of a section. The link display name is the name of the link, as it will display in the eCASE application |
Link URL | The URL of the link for a particular section |
Is Mandatory | When enabled, the section will show a red asterisk indicator next to its name in the eCASE application, informing the user that the section is required |