Case Specific Questions Block

This block is designed to display additional fields and information based on a case/matter's legal problem code.

It is often used on a Case Questions intake form when an agency has different sets of questions it wants to ask for various problem types. Display 5 fields for a bankruptcy case, 12 fields for a divorce case, and so on.

Legal Problem Code is displayed first on the form because it determines what else (if anything) will be displayed. (Legal Problem Category, and Special Legal Problem Code can optionally be displayed as well.)

"Case Specific Forms" that match the problem code selections are displayed. Case Specific Forms are created and maintained on the Admin > Processes, Forms, and Profiles page. These forms can contain fields, blocks, and other elements like other forms. These forms are treated as sub-forms of the primary form that contains this block.

This block does not work on case profile pages. After a case is open, an auxiliary form can contain this block.

Note: Allowing the legal problem code to be changed will change it for the intake or case, not just for purposes of displaying forms tied to the problem code. It is a good practice to place a yellow instruction box above this block to alert users to this, or to make the problem code read only in the block options.

Deprecation Notes:

• "Standard Questions" are displayed if configured to do so, but they are deprecated and should not be used on new forms. Standard questions can be handled with more flexibility by the "Notes (Generic)" block.

• "Case Specific Questions" are displayed if configured to do so, but are deprecated and should not be used on new forms. The questions can be handled with more flexibility by using case specific forms.

• Existing Standard Questions and Case Specific Questions can be edited in Admin > Case Specific Questions.

Alternative Feature

The purpose of this block (display sub-forms based on a user selection) may also be accomplished with the Branch Logic block. That block may be a better fit for some agencies because the toggle field (the field used to determine which sub-form to display) is not limited to just legal problem code. However, one aspect of the Case Specific Questions block a branch logic block cannot easily replicate is the ability to toggle on two fields at once, legal problem code and/or special legal problem codes.

Configuration Options:

• Default Problem Code

• Show Problem Code Text Area - uncheck to hide the text box that allows selecting a problem code by entering a number

• Problem Code Required

• Problem Code Read Only - displays the problem code but does not allow it to be changed on the form

• Show Special Problem Codes

• Allow multiple special problem codes - changes the special problem code from a dropdown list to a multiselect list

• Special Problem Code Required

• Special Problem Code Default Empty - prevents the first special problem code associated with the legal problem code from being pre-selected.

• Show Standard Questions

• Show Case-Specific Questions

• Show Legal Category - display a dropdown list before the Legal Problem Code field; selecting a category limits the values available in the Legal Problem Code dropdown.

• Legal Category Required