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Blocks

Blocks are elements (like headers, fields, and instructions boxes) that can be added to forms and profiles.

Blocks typically display one or more fields in a logical group, and often provide code that performs actions in addition to displaying fields for simple data entry. For example, the Address block displays several address fields, but also allows the zip code field to appear as the first field, then automatically fills in the city, state, and county fields by performing a lookup into the zip code table, and may do address validation and geocoding.

Availability per Module

Blocks are generally designed to work for a specific module (Case/Matter, Timekeeping, Outreach, etc.). When editing forms and profiles, only the blocks available for that module are listed, although a limited number of blocks are available in multiple modules.

Behavior on Forms versus Profiles

Some blocks can be used on profile pages as well as forms. The Address and Applicant Phone #s blocks, for example, display editable fields on a form, but provide a nice 'summary' display of that information on a profile page.

Many blocks do not work on profile pages. The various Outcomes blocks, for example, do not; there is no Continue/Submit button to save any changes made. For these blocks, there is usually a corresponding list view that can be used to display the information on a profile page.
 

Configuration Options

Many blocks provide configuration options that determine the fields that are displayed as well as the behavior of the elements displayed to users.


Block List