Organizations - Customizing


Older installations of LegalServer came with a set of static, built-in forms and processes to add and edit organizations.


This page covers creating a set of dynamic processes, forms, and profiles to provide greater control over this module and use features only available when the module uses dynamic objects.


Sites with existing dynamic objects may find this page useful in editing the forms, processes, and profiles.


For general information on editing forms and processes, see Process Management - Editing Forms and Links.


Quick Summary

  • Build an organization profile page

  • Build a create/edit form

  • Add a create process, specifying the form and profile

  • Add an edit process


You need a profile page and a create form before you can create a process, so the order is important if you are creating all new objects.


Create an Organization Profile

Go to the Processes, Forms, and Profiles page on the Admin tab. Select Organization in the dropdown list for Forms and Processes for Module.


A typical organization profile will be one or more Tab Blocks. Click on New Organization Tab Block in the Actions menu.


Add as many Tab Start, list view, and field elements as desired. If more than one row of tabs is desired, use the link to add another.


After you've built one or more tab blocks, click New Organization Profile link in the Actions menu on the main Admin page. Add as many Tab Block elements as needed, and any fields or other elements as desired.


Note: The first Tab Block element you add will display an errant message that it is not configured correctly. Leave it on the form, save the form, then edit the form again, and you will be able to select a tab block. Additional tab block elements will work correctly as soon as you add them. (Ref: 71898)


The Side/Action Elements section of the setup screen gives you the ability to control the links in the Side Bar, Actions and Views menu. (If your site is still using the legacy interface, this section applies to the links under Options on the right side of the screen.)


Add a Create/Edit Form

Sites typically use a single create/edit form. The create process can use multiple forms (steps) if desired.

On the Admin page, click New Organization Create Form in the Actions menu.