Dynamic Profile Attributes

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Dynamic Attributes are the profile attributes hidden by default and shown if the value of another field matches specific criteria.

For example, a NetDocuments Cabinet has a field called Practice Area that contains different values. If the Practice Area selected is Intellectual Property (IP), additional fields specific to the IP practice area will appear (IP Case Type, PTO Filing Date, etc.). If the Practice Area selected is Litigation, additional fields specific to the practice area will appear (Plaintiff, Defendant, etc.).

Dynamic Attributes are displayed on Edit Profile, Advanced Search and Search Refinement when the appropriate value in the controlling attribute is selected.

 

Creating Dynamic Profile Fields

To identify an attribute as dynamic, check the box at the bottom of the Profile Attribute Definition dialog:

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Checking this box hides the attribute unless it is displayed by a value in the controlling attribute.

 

Creating Controlling Attributes

In the example described above, when the Practice Area profile field is answered with IP, the IP Case Type profile field (Dynamic Attribute) should be displayed.

Controlling Attributes regulate the display of Dynamic Attributes. A Controlling Attribute utilizes lookup tables to manage the Dynamic Attributes. 

To make an attribute a Controlling Attribute, edit the appropriate entry in the lookup table (in this example, the attribute Practice Area and the lookup value IP).

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In the Type field, enter in curly braces the attribute number for the Dynamic Attribute that should be displayed when this value is selected:

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When the value is saved, the Type field will show the Dynamic Attribute number:

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Controlling Attributes may control several Dynamic Attributes, which can be added sequentially to the Type field:
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Displaying Dynamic Attributes

Edit Profile Screen

On the Edit Profile screen, Dynamic Attributes are initially hidden:

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When the identified value is selected in the Controlling Attribute, the appropriate profile field(s) are displayed:

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The newly displayed profile field may have any of the attributes of non-dynamic fields (required, link to user, lookup table, etc.). The content of the dynamic profile field is stored on the document as any other profile field. When hiding and displaying profile fields, the content may be retained or removed, based on the Profile Attribute Definition:

  1. Clear values when hidden - This default state will clear the content of the field when the field is hidden (by selecting another value for the controlling field, or by clearing the controlling field).
    Example: You may wish to have profile fields specific to practice areas. When a practice area is selected in the controlling field, additional fields that appear can be completed. If the practice area is changed, the fields for the previous practice area will be cleared and the new practice area fields will be retained. 
  2. Retain values when hidden - Once the value of the dynamic field has been set, displaying or hiding the field will not clear the value stored in the field.
    Example: You may wish to create an "Extended Profile" that can display optional profile fields. Changing the controlling value to "display" the extended profile will expose them to users. Once completed, the user can change the controlling value to "hide" the dynamic fields without losing the content that is stored in those fields.

Advanced Search screen

Dynamic Attributes are initially hidden on the Advanced Search screen:

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When the appropriate value for the Controlling Attribute is selected, the Dynamic Attribute(s) appear:

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