Adding/Editing Custom Matter Fields Adding/Editing Custom Matter Fields

Adding/Editing Custom Matter Fields

Beyond standard Brightflag matter fields, you may need to track additional matter-level information. In such cases, you can create Custom Matter Fields with customized parameters and input sources.


Adding a Custom Matter Field ➕

1️⃣ Navigate to Matter Settings:

  • Menu > Admin Settings > Matter Settings.

2️⃣ Click "Create Custom Field".

3️⃣ Enter the Field Name & Data Type:

  • The Data Type controls how information is entered into the field.
  • Character size limits
    • Text Area (multi-line): 8,500 characters
    • Text (single-line): 130 characters

4️⃣ Set Access Permissions:

  • Once the field is created, configure who can view/edit it.

Editing a Custom Matter Field ✏️

1️⃣ Navigate to Matter Settings:

  • Menu > Admin Settings > Matter Settings.

2️⃣ Select the Custom Field to Edit.

3️⃣ Make the Necessary Changes:

  • A pop-up will appear where you can edit field settings.
  • Note: The Data Type cannot be changed for existing fields.

4️⃣ Confirm any changes by clicking the "Edit" button