Profiles - Side Bar, Actions Menu, and Views Menu Elements
Dynamic profile pages have a Side/Action Elements section where administrators control the links that can appear in the side bar, Actions menu, Print menu, and Views Menu.
Pro Tip: Dynamic profile pages have an Admin menu > Edit Profile link (next to or near the often-red "Search" menu). Quick access to the Side/Action Elements for that page.
For general information on profile pages see: Process Management - Profiles.
Modules Other than Cases
The side/action elements available depend on the module. The Case/Matter module has an extensive set and is covered below. Other modules, like outreach, users, contacts, etc. have only a few elements available.
A dynamic outreach profile, for example, only has Create PDF, Custom Link Box, Menu Boxes, Print, and Static Links elements. Each of these is covered in the Case/Matter Elements section below.
Width of the Actions Menu
The Actions menu in the new interface dynamically sizes itself according to the longest link in the first category. An extreme example, with the first category being "Testing Links" and the only link in that category is "Litigation":
You can add dots (or other characters/text) to one of the links in that first category to pad it. Spaces will not work.
Can I Add Fields to a Display Element like Snapshot New or Rejected?
No. Each element may provide configuration options to display additional information, but displaying additional or different fields or other information requires programming.
Case/Matter (Mostly) Elements
The Main Profile page (and profile views) that displays pending, open, and closed cases, and rejected matters, has several elements available. These elements can be used on the Main Profile as well as any profile views created for a site. A few of these elements are also available for profile pages in other modules.
Add/Edit Contract Information
Only applicable if the Contract Attorney module is enabled.
Case Copy Custom
Can display links for create new case, quick case copy, new subordinate case, and copy prescreen. These links are also available in the Link Boxes element (see below), but this element can provide more flexibility regarding where the links appear in the Actions menu hierarchy.
Closing Options
Displays an "Options" box on closed cases that includes several links appropriate for closed cases, and has several configuration options regarding which links are displayed. Typically placed in the Action Menu section in the new interface.
Closing Information
A legacy element that displays information (date closed, close reason, etc.) on closed cases. If used in the Side Bar section in the new interface, it adds an expandable "Closing Information" section to the bottom of the Snapshot New element.
Create PDF
Displays links for processes that are configured to use this feature.
Custom Link Box
This element provides a great deal of flexibility in displaying links and can be used to replace many of the legacy box elements. The Title of the box can be set to whatever is desired. Use the +/- buttons to add and remove links. Each link 'row' has a dropdown for selecting a process, and the list includes dynamic and static processes.
Multiple Custom Link Box elements can be used in the Side Bar or Actions Menu sections to group links. This is one method of addressing what might otherwise be a long list of links in a single "Actions" box.
Data Error
A legacy side bar element that displays a "Reject Case" link and is tied to a user role permission. This element is deprecated and will be removed in the future, therefore it is not recommended for use in either interface. A dynamic reject case process provides more control if such a link is desired.
E-Transfer Organizations
Only applicable to sites with the Electronic Case Transfer module enabled. See: Electronic Case Transfers - Administrative Setup for more information.
Eligibility
A legacy element that displays LSC Eligibility, Citizenship, and Financial Information in the side bar.
Intake
A legacy element that displays intake information (intake date, user, etc.) in the side bar.
Link Boxes
A legacy meta-element that can display several other boxes such as Actions, Additional Information, Scheduling, etc. If used in the Action Menu section in the new interface, the selected boxes are categories within the Actions menu. While this element can display several boxes, and many links within those boxes, it provides no control over which links are displayed within the selected boxes. See the Custom Link Box element above.
Matter Options
Displays links on incomplete intakes (reject, refer and reject, add staff time, etc.).
Menu Boxes
A meta-element that pulls in the links as defined in the selected Menu Box. Menu boxes can be useful if a site uses profile views. See Profile Views for more information.
Prescreen
Designed to display information (prescreen date, prescreen intake user, etc.) in the side bar on a prescreen summary profile page. "Prescreen summary profile" refers to the followup profile selected for a prescreen process. Sites using the new interface likely want to use the "Prescreen New" element.
Prescreen New
Designed to display information (prescreen date, prescreen intake user, etc.) in the side bar on a prescreen summary profile page. "Prescreen summary profile" refers to the followup profile selected for a prescreen process. Sites using the old interface likely want to use the "Prescreen" element instead of this one.
Print
Displays links for print profiles. Typically used in the View Menu section in the new interface, but works in Action Menu as well. A common side bar element in the legacy interface.
Profile Views
Displays links to any profile views. New interface only. See Profile Views for more information.
Rejected
Displays information on rejected matters (reject date, reject reason, etc.). This element is typically placed in the Side Bar section because the Snapshot New (and Snapshot) elements are not displayed in the side bar on rejected matters.
Rejected Options
Displays an "Options" box on rejected matters that includes several links appropriate for rejected matters. Typically placed in the Action Menu section in the new interface if it is used.
Scheduling
Can display links for creating tasks, deadlines, and events, and scheduling into appointment slots. This element also has a multi-select box for disposition to control when it displays.
Snapshot and Snapshot New
Displays summary information about a case. Intended for the Side Bar section only in both interfaces. Snapshot for the legacy interface, Snapshot New for the new interface.
View Information
A legacy element that can display several static links.