Case Status Change Page - Customizing
You can change the Case Status on a case by clicking the current value in the side bar:
The static form that loads by default requires entering a case note each time the case status is changed. If your users typically don't enter a note, they may prefer a dynamic form that makes it optional.
Pure LegalServer Way with a Caveat
* Create a branch logic form with the Add Case Note block on it.
* Create an auxiliary form and process with the case status elements and a branch logic block for the case note.
* Set the Snapshot New element in the side bar to use your shiny new process.
Branch Logic Form
Create a branch logic form on the Admin > Processes, Forms, and Profiles page. Make it Active, no Continue Button. We named ours "Case Status Change Note".
Add the Add Case Note block, configured to taste. Recommended configuration:
Auxiliary Form and Process
Create an auxiliary form. Select Yes for "Create New Process Containing This Form?", make it Active and include a Continue Button. We named ours "Case Status Change".
Add the following elements to the form. Configure to taste, but definitely uncheck Show Note in the Case Status block:
Set the Snapshot Link to your Dynamic Process
Edit the Snapshot New element. Location varies, but most sites have it in the Main Profile Boxes of the Menu Boxes tab on the Admin > Processes, Forms, and Profiles page.
Select your shiny new process:
Go to any case, click the Case Status value in the side bar. Bask in your excellent work:
Contributed by Jonathan Pyle (Philadelphia Legal Assistance)
NB: This solution may require that “Use Rich Text Editor for Notes” is set to No on the Admin > Site Settings page.
The "pure" LegalServer workaround above results in an ordinary case note being created. This case note is not tied to the case status change, so it can’t appear in the Case Status history or in listviews on the Cases tab. This is a problem for us because sometimes (but not always) we like to write a note about why the case status was changed, because then it appears in the listviews on our Cases tab. Thus a supervisor can see at a glance the cases that are marked “Needs Supervision” along with a brief reason why each case needs supervision.
Here is what it looks like when configuring the auxiliary form: