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
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. For level 1, the sections available for selection are determined by the attachment types associated with this case type. Please refer to the Attachment Types section for more information on how to add Attachment Types to the case type. For level 2 and 3, the sections available for selection are determined by the choice lists associated to each of the fields. For example, the Document Type dropdown list will be populated with the choice list values in the Document Type choice list.
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

Sequences