Request Custom Fields

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Request Custom Fields are user-defined fields. You can create Custom Fields and use them as an index for the search and retrieval of records. Custom Fields can also be used as filter criteria in a custom report.

Steps to Change the Order of Custom Field Groups

  1. If you have created more than one Custom Field Group, you can change the order in which they are displayed.

  2. Click Administration > Request Management > Request Custom Fields.

  3. Select the Custom Field Group you want to move. The first Custom Field Group will be selected by default.

  4. Click Move Up to move the Custom Field Group one place up in the order, or click Move Down to move the Custom Field Group one place down in the order. The Order value adjusts automatically.

  5. A verification message displays as shown below.

    Confirmation message asking to move the custom group named 'Litigation'.

  6. Click OK.