Before making changes in Define Fields, back up Juris and confirm that users are out of the system. After you increase a field size and save the change, the field size cannot be decreased unless you restore from a Juris backup.
Use Define Fields to customize certain Juris fields and add user-defined fields, also called UDFs.
Define Fields is available only when Juris is in Maintenance Mode.
Important notes
- Back up Juris before making any changes to Define Fields settings.
- Define Fields is available only when Juris is in Maintenance Mode.
- After you increase the size of a field and save it, you cannot decrease the size. The only way to return to the original size is to restore from a Juris backup.
- Before allowing users back into Juris, test time entries, expense entries, and any custom reports to confirm they work as expected.
Open Define Fields
-
Select Setup and Manage > Define Fields.
The Setup and Manage\Define Fields screen appears.
- Click the Show/Hide UDF's button as needed.
- Make selections for the available fields to customize them for the firm's needs.
Field options
Timekeeper, Client, Matter, and Vendor fields
| Prompt | Type | Size | Rule |
|---|---|---|---|
| Timekeeper | Alphanumeric or Numeric | Alphanumeric allows up to 12 characters. Numeric allows up to 9 characters. | Required |
| Client | Alphanumeric or Numeric | Alphanumeric allows up to 12 characters. Numeric allows up to 9 characters. | Required |
| Matter | Alphanumeric or Numeric | Alphanumeric allows up to 12 characters. Numeric allows up to 9 characters. | Required |
| Vendor | Alphanumeric or Numeric | Alphanumeric allows up to 12 characters. Numeric allows up to 9 characters. | Required |
Client Billing Field(s) 01-20 and Matter Billing Field(s) 01-20
The Type and Size settings are rule-driven for Client Billing Field(s) 01-20 and Matter Billing Field(s) 01-20.
| Rule | Type | Size | Description |
|---|---|---|---|
| Text | Character | 40000 | Allows the user to type in information. |
| Timekeeper | Character | Length of the Timekeeper field as defined above | Pulls the lookup list of timekeepers. |
| Task | Character | 4 | Pulls the lookup list of task codes. |
| Activity | Character | 4 | Pulls the lookup list of activity codes. |
Account Number field
| Prompt | Type | Size | Rule |
|---|---|---|---|
| Account Number | Numeric only | Maximum 8 characters | Required |
User-defined fields
UDFs are available for Timekeeper, Client, Matter, and Vendor fields.
| Type | Size |
|---|---|
| Not Used | N/A |
| Character | 1-30 |
| Numeric | 1-9 |
| Date | 10, formatted as MM/DD/YYYY |
Depending on the field type selected, a UDF may be Required, Not Required, or another available option.
Fields cannot be made smaller after the size has been changed and saved.
Save Define Fields changes
Save the fields using any of the following options:
- Click the Save icon.
- Select Form > Save from the toolbar.
- Use the Ctrl+S keyboard shortcut.
Numeric and alphanumeric field behavior
Numeric options
For numeric options, the code displays using the number of digits defined in the Size field, but you do not need to enter leading digits.
For example, if you select Prompt = Client, Type = Numeric, and Size = 4, the results are:
- The client displays in Tables/Clients as
0004. - When entering a time entry, you only need to enter
4in the client code field.
Alphanumeric options
For alphanumeric options, the code displays using the number of digits defined in the Size field, and you do need to enter all digits.
For example, if you select Prompt = Client, Type = Alphanumeric, and Size = 4, the results are:
- The client displays in Tables/Clients as
0004. - When entering a time entry, you need to enter
0004in the client code field.