Skip to main content
Custom Field Types
Updated over 2 months ago


MyCase allows you to create custom fields to keep track of important information beyond the standard case, contact, and company fields that come with MyCase.You can add several types of custom fields to MyCase.
โ€‹
Here is information and best practices for each type of custom field.
โ€‹


Text (short)

User-added image

The Text (short) field should be used for information such as names, filing codes, ID codes, etc.

Text (long)

User-added image

The Text (long) field should be used for information such as long descriptions and notes.

Number

User-added image

The Number field should be used anytime you need to enter a number. Note: You can only enter numbers and decimal points into the Number Field. (If you are looking to enter a dollar amount, please use the Currency type.

True/False

User-added image

The True/False field will give you a checkbox that can be selected. By default, the checkbox will not be selected.

Date

User-added image

The Date field will let you specify a date from a dropdown date picker.

Single Select

User-added image

The Single Select field should be used when you would like to select an item from a pre-defined list of items. You can learn more about Creating Custom Field Lists.

Currency

User-added image

The Currency field should be used when you would like to format a number as a monetary value automatically.

Did this answer your question?