Dynamic Profile Attributes

Follow

Updated:

Dynamic Attributes are profile attributes that are hidden by default, and displayed if the content of another field matches specific criteria. For example, a NetDocuments cabinet may have a field called Practice Area that contains the values Admin, Contracts, Family Law, Intellectual Property, Litigation, M&A, and Trusts & Estates. If the Practice Area selected is Intellectual Property, 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:

mceclip1.png

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).

mceclip4.png

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

 mceclip2.png

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

mceclip5.png

Controlling Attributes may control several Dynamic Attributes, which can be added sequentially to the Type field:
 mceclip6.png

 

Displaying Dynamic Attributes

Edit Profile Screen

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

 mceclip5.png

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

 mceclip6.png

 

Advanced Search screen

Dynamic Attributes are initially hidden on the Advanced Search screen:

 mceclip7.png

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

mceclip8.png

Back to Top

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk