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Expanded Conditionality Options for Case Custom Fields

Contract administrators now have more control over what Case Custom Fields are presented and when.

Historically, InfraLink offered limited conditionality options when it came to Case Custom Fields. A Filter By configuration allowed the response options for a choice-type Custom Field to be filtered based on the selection made in another choice field. For example, the value selected in Choice Field A could influence the drop-down response options presented in Choice Field B. These Filter By configurations apply globally (i.e., across every Contract that uses those Case Custom Fields.)

With this release, administrators can now configure Custom Field conditionality at the Contract level. Once Custom Fields are assigned to a Contract's Case Category, the display of various (e.g., date, text, file attachment, etc.) Custom Field can be conditional on the selection made in another choice field. Additionally, Case Custom Fields can now be conditional on the Issue Type ("Issues") selected on a Case.

What You Will See in the User Interface:

•  When configuring Case Custom Fields on a Contract, the Custom Field Settings now include Conditional on options.
• Conditional on Choice Field settings allow you to:
  • select the choice-type Custom Field upon which the Case Custom Field will be conditional; and
  • select which choice field response(s) will display the conditional Custom Field.
• Conditional on Issue Type settings allow you to:
  • select the Issue Type criteria that will display the conditional Case Custom Field; and
  • if the criteria involves specific values, select the desired Issue Type values.
• When the configured criteria are met, the conditional Case Custom Field will be displayed within Case creation and update forms.

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Permission Restricted Case Custom Fields

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Administrators can now restrict the ability to see and update Custom Fields on a user-by-user basis using new Case Custom Field Permissions.

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