A Matter Template may be used to group Matter fields together if several fields are only relevant to particular Matters.
š¹ Key Benefits of Matter Templates:
Reduce clutter by only displaying relevant fields.
Organize custom fields based on specific Matter types.
Improve data accuracy and user experience.
ā ļø Important:
Only users with the Client Admin role (your company's Brightflag system admin) can create Matter Templates.
Who Chooses the Template on a Matter?
Both you and your vendors can select a Matter Template when creating or requesting a Matter.
Once a template is applied, internal users can enter values for these fields on the Matter details tab of the Matter overview page.
Creating a Matter Template
To create a Matter Template, follow these steps:
Navigate to Matter Templates:
Go to Menu > Admin Settings > Matter Settings.
Find the Matter Templates Section:
Scroll down until you see the Matter Templates section.
Create a New Template:
Click "Create Matter Template."
Enter a Name for the template.
Click "Create."
Adding Matter Fields to a Template
Once a Matter Template is created, you can add custom fields by following these steps:
Locate the relevant template and click the ā¬ (down arrow) beside it.
Click "Add Field to [Template Name]" to add multiple fields.
Enter the field name and select a data type.
š” Tip: Carefully choose the data type for each field to ensure accurate data entry and reporting.