Topics/Trial Cloud Topics
Creating a Custom Coding Field in Trial Cloud
Ben Wolf November 15, 2010
Trial Cloud has several standard coding fields, such as Author & Document Date, present when your case is first created. You may want to create more fields to allow you to import the metadata from a legacy database, or just to help you get a better handle on your documents. You can create as many as you need, here's how:
At the top of the home page click More >> Settings.
Click to view the Custom Fields tab, then click Add New.
Choose a Title for you coding field, and select the Input Type - there is a brief description of each kind. To learn more about Input Types, click here.
When you are all set, click Create.
If you choose to make the field a List, Locked List, or Picklist, you will be able to enter values. Enter a value, then click Add. To remove a value, click 
. When you have entered all values, click Done/Close.
This functionality is available for Advanced and Standard users only.