Editing Custom Data for a Matter (Admin)

Modified on Mon, 18 Aug at 12:37 PM

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:

  1. In Actionstep, 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:
    • 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.
  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.





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