Through customization, an Actionstep system can work the way you work. Much of this is due to the flexibility of custom data. The Custom HTML data type is, perhaps, the most flexible.
Custom HTML data fields are display-only. that means they have no editable value on the matter. The value is set for the field in the Matter Data admin area in the field's description. This ensures all matters have the same field but, possibly, with a dynamic value. Custom HTML fields can be used to provide links to helpful information for a data collection, they accept other HTML, they accept merge fields and even calculated merge fields. This provides powerful customization to data collections, list views and documents.
This article outlines many of the uses and functions of the Custom HTML custom data field.
Creating a Custom HTML Data Field
There are many different ways to create a custom data field.
Firstly, you need to create a data collection and then you can add your custom HTML Data Fields.
You can choose to create a Custom HTML Data Field from the dropdown menu when create a data field collection.
You can create different types of custom html data fields:-
1. Any merge field
You can insert any merge field in double square brackets in the description and this field will be displayed in your data collection (remember that it is DISPLAY only it can't be edited from here).
2. A calculated merge field
When you have created a calculated merge field you can insert it in the same way as a merge field and the calculated merge field will be displayed.
For more information on calculated merge fields please see here:-
3. HTML Link
You can insert a link to a website by using this coding in the description box.
<a target "_blank" href="http://www.actionstep.com" > Actionstep Website </a>
This will give you a hyper link called "Actionstep Website" and when you click on it you will go to the Actionstep homepage.
Business Use Case