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Participant Custom Data Overview

At times, you may want to collect information about a participant but the contact record doesn't include the right fields for doing this. In these cases, you can create a custom data field and associate it with a participant type.

For example, say your firm works with a courier but "courier" isn't one of the participant types currently available in your system. You can create a new Courier participant type and then add custom data fields for the information you want to track for this role. You can also add new custom data fields to existing participant types.

Custom data for a participant is available for any participant type in Actionstep and can be used system-wide, or, when setting up the custom data field, you can ensure it is only asked when working with a matter.

Additionally, when working with custom participant fields, you can:

  • Create merge fields that can be used in document/email templates.
  • Add a field to a matter's overview page, so that you can see those specific details on the matter.
  • Add a field to a list view for easier reporting.

An admin user can access participant custom data by going to Admin > Additional settings > Participant types. The Data Field Count column shows how many custom data fields have been created for that participant type. You can click this number to view details about these fields.

Once you've added custom data to a participant type, when you create a new contact and select that participant type from the list of Default contact types, you will see these additional custom data fields on the Create Contact form:

NOTE:  Participant custom data fields cannot be used in Zapier.

 

Additional Resources:

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