Case Note List Block

Displays all the case notes entered on a case/matter in a list style. If a note body contains a lot of text, the body is collapsed and a clickable triangle icon expands the display to show all the text for that note.

An alternate way to display case notes: Case Notes block (<- this page contains screenshots of both styles of case notes if you are curious) 

Of possible interest: Restricted Notes on Cases and Social Service Notes on Cases.

Configuration Options

  • Include Todo and Deadline Notes
  • Show Linked Timeslip for Service Notes (case notes created from timeslips)
  • Show Duration of Service Notes (again, timeslips)
  • Show Messaged Column (Did someone send the note to other users via the Message feature)
  • Show Note Body as Expanded Initially
  • Enable Bulk Actions
  • Enable Pinned Notes - does not display unless "Enable Pinned Notes" is set on the Admin > Site Settings page.
  • Option to choose the auxiliary process to use when editing a case note (this should be your typical dynamic "Add Case Note" process)
  • Show Static Note Process Action Button - the standard "+" on the filter bar. On all but the oldest sites that haven't changed it, "Static" is actually the dynamic process selected on the Admin > Process Settings page for "Note Auxiliary Process".
  • The following three options add an additional "+" button to the filter bar. Each has a selector for a dynamic auxiliary process:
    • Add Note Additional Aux Process #1
    • Add Note Additional Aux Process #2
    • Add Note Additional Aux Process #3
  • If Case Bundles is enabled on the site:
    • Cases Only - Default Value for Exclude Bundle Notes Filter
    • Bundle Only - Default Value for Exclude Related Case Notes Filter (this option applies when this block is on your Bundle Profile)
  • Default value for note type filter - A multi-select list of note types you want displayed. No selection shows all note types. If you want to exclude, say, API Notes, but show all other types, you must select all the other types.
  • Default Subject Filter
  • Default Emailed Filter (for case notes emailed out)
  • Default Incoming Email Filter (for case notes created from emails sent to the case)
  • Default Show Notes from Incoming Emails and Notes Emailed Out Filter (effectively combines both of the previous options if you want to treat incoming and outgoing the same)
  • Default Messaged Filter
  • Default Date Created Filter
  • Default Include SMS Messages Filter (sent or received)
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