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
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".