Profiles - Display Cases, Outreaches, and More

Profile pages display information about a record.

Significant profile pages are the Main Profile that displays cases, Outreach profile, Timeslip profile, User profile, and so on.

Profile pages are added and edited on the main Admin > Processes, Forms, and Profiles page.

In this Article:

Create Process Determines the Profile

Each dynamic create process has a "Followup Profile" selection that determines the profile used to display the record it creates. Static processes use a static profile.

Records remember the process that created them. Administrators will notice this if a site converts, for example, from static to dynamic User objects. User records created with the static process will continue to be displayed by the static profile. Only new records created with the dynamic create process will be displayed with your shiny dynamic profile. You can email support@legalserver.org and ask that existing records be pointed at your dynamic profile of wonder. Bonus points for including a link to your dynamic create process.

Static Profiles

Your site may still be using static create processes and profiles for some modules.

Generally, if you don't see the word "dynamic" in the URL when viewing a record, that's a static profile.

You can't edit static profiles like you can dynamic ones. There may be settings that give you some limited control over how a record is created or what displays on the static profile.

Unless you want to add a new feature that requires dynamic objects, or just want the flexibility of changing how records display, there is no need to change. But if you want to change, see:


Editing Profiles

Editing profiles is similar to editing processes and forms. Use the Admin "Edit Profile" link or find the profile on the Admin > Processes, Forms, and Profiles page.

Name and Description Section

This section only requires a Name and the Active field to be set. The Description only appears in the profile list on the admin page. The Continue Button Text does not need to be set.

Form Elements Section

Profile pages can contain the same field, block, and other elements as described above for Forms. A simple profile page like a timeslip profile may be a header and a list of fields, much like a form. More complex profiles like the Main Profile are often a series of Tab Block elements:

Tab Blocks

Tab blocks display a series of tabs on a page, with each tab containing other elements like fields, list views, and blocks. A partial view of the Top Row tab block shown in the example above, might contain the following elements:

The "Tab" elements and the configured text (^, Contacts, Time, Documents) create the tabs that are displayed on the profile:

Tab blocks are created by the "New Tab Block" action menu link on the main Admin / Processes, Forms, and Profiles page. Existing tab blocks can be edited via the "Edit" link on a profile, or from the Tab Blocks list on the process management page.

Side/Action Elements Section

This section determines if anything is displayed in the sidebar, the Actions menu, and the Views menu. A simple profile, like a timeslip profile, may have no elements in this section. The Main Profile in the case/matter module has several elements and options. See Profiles - Side Bar, Action, and View Elements for more information.

Allowing Fields and Blocks to be Edited on Profiles

Elements added to a profile page are not editable by default. Administrators can make fields and blocks editable in the configuration options for that element. The options differ between the Case/Matter module and all other modules.

For profile pages in all modules except the Case/Matter module (see below), elements have a simple "Editable?" checkbox.

Profile pages in the Case/Matter module have more complex options because matters have dispositions. These are the configuration options for a field on a case/matter profile page:

In this example, the "Is this matter LSC Eligible" field can be edited when a case is open or pending — the field label will be clickable blue text. Once the case is closed, or if it is rejected, the field label will be the default black text that is not a clickable link.

By default, an editable field will be edited "in place" on the profile page, just as it would be on a form. This may not be desirable for some fields, like the example of LSC Eligible. Whether a case is LSC Eligible should generally be determined on a form with the LSC Eligibility Information block (which performs several configurable tests to make that determination, may offer override options, etc.).

To avoid the field from simply being changed to Yes or No, the "Start Aux Process" option is used. The "Edit Eligibility" auxiliary process will be started if someone clicks the blue field label. This is the same as an Actions menu link for the "Edit Eligibility" process, and both can be used. 

Print Profiles

Print profiles are typically used to display a subset of information about cases in a printable format. They display on a single page information that may be on multiple tabs and in different locations on the main profile.

Print profiles typically appear on the Views menu.

The Views menu is controlled by a side bar element on the main profile with the box type set to "Print":

Administrators maintain print profiles on the Profiles tab of the Admin > Processes, Forms, and Profiles page. New print profiles are created with the Actions menu "New Print Profile" link.

Print profiles are a series of elements (headers, fields, blocks, etc.) and are added and changed as described above for forms.

Profile Views

Profile Views can be used to display an alternative to the main profile on cases. For example, a "Housing View" might have a different tab arrangement than the main profile to highlight information most important to those cases. See Profile Views for more information.

Summary of 'How to Display Case Information'

As detailed above, there are 4 ways to display case information (after an intake is completed). This section compares these options in the common context of having added some new fields to your database.

1) Add a new tab to an existing Tab Block on the Main Profile, or add the fields to an existing tab.

Advantage: The information is directly on the page and doesn't require a link to get to it. You can optionally make a field directly editable on the profile (see "Allowing Fields and Blocks to be Edited on Profiles" above). 

Disadvantage: You can't require fields to be completed. If your 'group' of information uses blocks, some blocks do not work directly on a profile page and need to be on an auxiliary form.

2) Create an auxiliary form (with the fields) and an auxiliary process (the link to call the form).

Advantage: Having fields on a form allows you to require them. If your new information uses blocks, they will work well on a form.

Advantage: You control which user roles see the auxiliary process link. So an "Edit Restricted Info" link could appear for Administrators but not Users.

Disadvantage: People will need to find the Actions menu link to get to the form.

3) Do both 1 and 2. This gives your users the advantage of seeing the information directly on the page. And using the Start Aux process option for elements on a profile, you can make editing happen on an auxiliary form where you have greater control.

4) Create a print profile if people will want to see and print these fields. Although designed for printing, fields can be made editable on a print profile.

5) Create a profile view. A separate profile view is overkill just to display a few new fields unless you have an unusual circumstance where you need the user role permissions available on profiles; for example you have users with a role that does not let them see the Main Profile but would let them see a limited profile view of cases.

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