Associate Cases With Outreach Block

Displays a search-and-select style field to select cases. Any case already associated with the outreach is listed above the search field with a "Remove" link.

If a case is associated with an outreach, the outreach will appear on the case's list of associated outreaches.

Related: Associate Outreach With Case block

Configuration options:

As of 2021-05-13 on Demo and 2021-05-21 on Live, this block gained a number of configuration options.

These configuration options will do the following:

    • Search by client date of birth: Allows the user to search for a case based on the client's name, case number, or the client's birth date.

    • Show DOB in search results: Displays the Date of Birth for clients linked to the Outreach.

    • Hide recent clients sidebar: Hides the list of recent client's that appears in the sidebar when this block is used.

    • Filter searches by office: Limits cases that appear to ones where the Intake Office matches the Office on the Outreach record.

    • Custom text for the search box label: Allows you to replace the default text "Cases Associated With Outreach".

    • Custom help text: Allows you to replace the default text "Search for cases by case number or client name".