Once you've created a custom data collection, there may be times you need to make changes to the collection itself or to custom data fields in the collection.
To do this:
- In Actionstep, go to Admin > Matter types.
- Click Settings for the matter type you want to edit the custom data for.
- Click Manage in the Matter data section. The Matter data window appears, showing you the data collection(s) that are associated with this matter type.
- For a specific data collection, choose which type of edits you need to make:
- To edit the properties, settings, or permissions of the collection, click Edit and make your adjustments. See Creating a Data Collection for a Matter (Admin) for help with the fields on this page.
- To edit the fields within a collection, click Fields, followed by Edit for the specific field you want to update. Then make your changes.
- Once you're finished making changes, click Save to save your work.
NOTE: If you choose to edit the Fields for the data collection, you will see a lot of the same fields you saw when you created these fields for the collection. There are a few additional fields in this view, however. You can click the information icon next to these fields to learn more about them. Additionally, if you need to add a new field to the collection, click Create new field.
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