Adverse Party Block
Provides the ability to add, edit, and remove adverse parties from a matter. Typically used on an intake form as well as an auxiliary form.
Note: This block was originally named "Adverse Party (v2)". Administrators may still see this name in a form element list. There is no need to remove and re-add the block.
Configuration Options:
- Show Common Adverse Party - uncheck this to hide the option to add common adverse parties
- Restrict Common Adverse Party to Category. Adds a "Common Adverse Party Category" dropdown to the form when adding a common adverse party. Restricts the list to a category like "Banks" or "Government Agencies" or "Evil Landlords", for example. Add and edit categories in Admin > Lookups > Common Adverse Party Category.
- Require at Least One Common Party (effective 2024-04-12)
- Show Rule of Professional Conduct
- Require Rule of Professional Conduct
- Show Conflict Status Note
- Require Conflict Status Note
- Show Adverse Party Note
- Show Google Map Link
- Show Branch/CC - only applicable to sites using that field
- Show Intake Office Column in List
- Ask for SSN / Show on Profile
- Show SSN Column in List
- Show Legal Problem Code Column in List
- Show All Phone Numbers
- Show Email
- Show Adverse Party Alert
- Show Race
- Show Gender
- Show Height
- Show Weight
- Show Eye Color
- Show Hair Color
- Show Driver's License
- Require Address and City if known (removed 5/10/2019)
- Require Address (new 5/10/2019)
- Require City (new 5/10/2019)
- Require Zip (new 5/10/2019)
- Show Hover Information
- Post-search Instructions
- Show Relationship Type
- Require Relationship Type
- Show Approximate DOB
- Show Age at Intake
- Show Marital Status
- Show Immigration Status
- Require Immigration Status
- Show Visa Number / A#
- Show Business Type
- Show Institution
- Show County of Residence
- Show Employer
- Show Address Validation
- Column configuration section for the results list
- Submit Label - text for the button
- Save & Search Label - text for the button
- Links Open in New Window - Popup / New Window / Normal
- Alternate Layout - deprecated
- Show Conflict Status - Undetermined / Conflict / No Conflict
- Require Conflict Status - requires either Conflict or No Conflict to be selected
- Require DOB
- Show "Exclude from Search" - if displayed and selected, the AP will be skipped in future conflict searches
- Default AP Type - determines what the block displays when initially loaded
- 'No party' message - text for the button
- Show Attorney Name and Number - text field
- Show Income Note - text field
- Show Employment Status - uses the existing system lookup field and list
- Show Highest Education - uses the existing system lookup field and list