Callbacks - Customizing

Older installations of LegalServer came with a set of static, built-in forms and processes needed to record Callbacks. This first section covers building a set of dynamic forms and processes that provide site administrators greater flexibility in how callbacks are recorded.

Administrators for sites already using dynamic callbacks may find other sections here helpful, as well as the section on building dynamic forms for options available for existing dynamic forms or when adding new ones.

A site can use a mix of static and dynamic forms. It will depend on the site's initial setup, and any changes administrators have made.

Also see: Callbacks Module

Cost: There is no cost to convert to dynamic timekeeping, other than the site administrator's time to do it. 

Converting from Static Callbacks to Dynamic Callbacks

Site administrators can determine if a particular callback process is dynamic by looking for the word "dynamic" in the URL in the callbacks links (Create Callbacks, Edit Callbacks, and Callback Attempt (Call Now). 

Overview of the steps to customize callbacks entry:

  • Build a data entry form for the callback record you want to customize
  • Build a profile page to display completed callbacks
  • Create a process for each form you build to display a link
  • Change the Processes section in Admin/Process Settings as needed

The steps are presented in order. You need a form and profile before you can add a process. 

Create a Callback Form and Process

To add a new Callbacks form, select the “Callbacks” module from Admin > Forms, Processes and Profiles.

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