...
This list contains collections of case types, called case groups. Case groups are used in many SmartAdvocate pages, most notably when managing Case Types, creating a new case in the Intake Wizard, or searching for a case in Case Browse. This list is also used for associating each case group with an incident type. This is particularly relevant when creating or managing Incident-type UDFs. See the Incident Types picklist for defining incident types, and the UDF Editor for managing UDFs. By default, every Case Status is applicable to each case group, however when creating or editing a case group, there is a checkbox labeled "Limit Statuses". If checked, you can choose the statuses that are applicable to that case group. See Case Statuses for details. The table's columns are:
Descriptions: The name of the case group.
Incident Types: Which incident type the case group is associated with.
Limit Statuses: Whether all case statuses are available for the case group.
Statuses: The only statuses that will be available to cases in the case group. If empty, all statuses will be available.
Action: An action column containing an Edit icon and Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input field for Descriptions, a dropdown for Incident Types (drawing from the Incident Types picklist), a Limit Status checkbox to indicate whether all statuses will be available to cases in the case group, and a dropdown to select that statuses that will be available to cases in the case group (if the Limit Status box is checked).
Case Number Format:
Allows the entry of different case number formats for different case groups.
The table's columns are:
Case Group: The case group to which this format will apply.
Pattern: The format for the case numbers.
Action: An action column containing an Edit icon and Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a dropdown for Case Group, a text input field for Pattern, and an action column containing an Edit icon and Delete icon.
Case Products:
This list contains products that may be the subjects of cases (likely, mass tort actions). It is used in any UDFs of the type Product or Medical Device (depending on the contents of the Medical Device column in the table). For more information about UDFs, see the UDF Editor administrative page. The table's columns are:
...