Case Alerts and Client Alerts
Site administrators can configure links to allow alerts to be placed on cases.
Case alerts apply to a single case.
Client alerts apply to every case associated with that client. A client alert also makes that client's name appear in red in search results, and the text of the client alert is displayed as hover text.
In this Article:
Displaying Alerts
Site administrators can display alerts on case profiles, homepages, and in select lists.
Case Profiles
- Case / Client Alerts block (designed to be directly on the profile, not behind a tab)
- Case / Client Alerts list view
- Case / Client Alerts - Multiple Dismiss block
Example of the Case / Client Alerts block on a case profile:
The latter two options can be used on tabs and display the number of active alerts on the tab itself.
Homepages
Site administrators have multiple options to display these alerts:
- Homepage Alerts block (designed to be directly on the homepage, not behind a tab)
- Case / Client Alerts list view
- Case / Client Alerts - Multiple Dismiss block
The latter two options can be used on tabs and display the number of active alerts on the tab itself - pretty screenshot above.
Select Case Lists
Beginning 2024-08-30, the Admin > Process Settings page has an Alerts Settings section containing "Show Alerts Connected to Matter or Client in Client Name Column”.
An example on a My Assignments tab on a homepage showing the fake fake case has an alert that this isn't a real person:
Adding an Alert
Use the Add Case Alert or Add Client Alert link in the Actions menu of a case to add the desired alert. You can utilize the static process or create your own dynamic process using the case alerts block. Both static and dynamic processes allow a user to designate an alert type. Site administrators will need to add values to this lookup. You can also select different colors for different alert types in the alert type lookup (these only display in the alert blocks, not listviews).
The name of the person creating the alert will automatically be highlighted in the list of users. Ctrl+click to select and deselect users. The alert will appear on the home page of any selected users (if the home page is configured to display alerts there).
Dismissing an Alert
Display the case (or one of the cases) with the alert, then click the Dismiss link.
Site administrators can optionally enable a configuration on the Homepage Alerts and the Case Alerts blocks to "Confirm Dismiss Alert" which will give the user a confirmation prompt before dismissing it.
Currently, dismissing an alert dismisses all instances of that alert (on the case or client profile and the home pages of other users).
Beginning 2024-08-30, administrators can change this behavior by setting “Dismissing a Case/Client Alert from the Homepage also Dismisses the Alert from the Case/Client” to No, in the Alerts Section of the Admin > Process Settings page. That setting only applies to Homepage alerts. Dismissing an alert from the case profile will still dismiss the alert from the case and all users' home pages.
Notes
- By default, anyone that can view an alert can dismiss it. There are two user role permissions: "Case Alerts - Can Dismiss" and "Client Alerts - Can Dismiss", but these are not currently functional.
- Adding links to an Actions menu: The static processes are called "Add Case Alert" and "Client Alerts".
- Links to add alerts can only be displayed on closed cases using the legacy Closing Options element in the Actions menu, and on rejected matters using the legacy Rejected Options element.
- Alerts are not included in an electronic case transfer to another site using LegalServer.
- Alerts are available in reports on the Case Data > Case Alerts subtable.