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Associate Cases With Outreach Block

Displays a search-and-select style field to select cases. Any case already associated with the outreach is listed above the search field with a "Remove" link.

If a case is associated with an outreach, the outreach will appear on the case's list of associated outreaches.


Configuration options: 
As of 2021-05-13 on Demo and 2021-05-21 on Live, this block gained a number of configuration options. 


These configuration options will do the following:
  • Search by client date of birth: Allows the user to search for a case based on the client's name, case number, or the client's birth date.
  • Show DOB in search results: Displays the Date of Birth for clients linked to the Outreach. 
  • Hide recent clients sidebar: Hides the list of recent client's that appears in the sidebar when this block is used.
  • Filter searches by office: Limits cases that appear to ones where the Intake Office matches the Office on the Outreach record. 
  • Custom text for the search box label: Allows you to replace the default text "Cases Associated With Outreach". 
  • Custom help text: Allows you to replace the default text "Search for cases by case number or client name".