Once you've created a custom data collection, there may be times you need to make changes to the collection itself or to the custom data fields used in the collection.

To do this:

1. In Actionstep Practice Management, go to Admin > Matter types.
2. Click Settings for the matter type you want to edit the custom data for.
3. Click Manage in the Matter data section. The Matter data window appears, showing you the data collections that are associated with this matter type.
4. For a specific data collection, choose which type of edits you need to make:
   
   • Edit: Click this option to edit the properties, settings, or permissions of the collection. See Creating a Data Collection for a Matter (Admin) for help with the fields on this page.
   • Fields: Click this option (followed by Edit for the specific field) to edit the fields within a collection. Then make your changes.
     
5.  Once you're finished making changes, click Save to save your work.

NOTE:  If you choose to edit the Fields for the data collection, there are a few more setup options than were available when you initially created these fields for the collection. You can click the information icon next to these fields to learn more about them. 

If you need to add a new field to the collection, click Create new field on the Data Collection Fields page.

Additional Resources:

•  About Custom Matter Data and Data Collections
• Creating a Data Collection for a Matter (Admin)

Updated July 13, 2026 16:32