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Custom Resources
Custom Resources

This article covers how admin users can use custom fields, custom statuses, portfolio and matter type to configure and customise Fibonacci.

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Written by Daniel Tayar Watson
Updated over 2 years ago

Overview

Custom resources allow you to customise Fibonacci to suit the needs of your different practice areas and projects. There are 4 different custom resources in Fibonacci:

  • Custom fields

  • Portfolio types

  • Matter types

  • Statuses

These are accessible to Admin users through the settings icon at the bottom left of Fibonacci.

  • Custom fields can be linked to portfolio and matter types.

  • Statuses can be linked to matter types.

  • Portfolio types and matter types can be linked to dictate what type of matters can be created within a certain portfolio type.

Portfolio Types

  • Portfolio types will be available to all member users whenever they create a new portfolio.

  • Through portfolio type, you can:

    • Define what custom fields are available for any new portfolio created.

    • Define what feature modules are available for the portfolio and the matters created within that portfolio.

    • Make a list of matter types available through portfolio and matter type links.

Linking Portfolio & Matter Types

  • You can link portfolio types with matter types to control what type of matters are created within a portfolio.

  • You can create this link when creating or editing a portfolio or matter type.

  • For example, you could have a portfolio type called “Brand Infringements” and link it with the matter types:

    • Company Name infringement

    • Content infringement

    • Domain infringement

  • This will allow you to ensure the correct matters are used within portfolios

Matter Types

  • Through matter types, you can decide what custom fields and statuses are used within a certain matter.

  • Custom fields enabled for matters will be visible as part of the left-hand panel of a matter.

  • They will also be available as columns allowing users to customise the information displayed in the matters index within a portfolio.

  • For example, with a “Lead Lawyer” field the matters index can be sorted or filtered to quickly identify who is the owner of each matter.
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Custom fields

  • Custom fields relate to the key information a user can add values for when they create a portfolio or matter.

  • You can use custom fields to ensure that users add the required information when a portfolio or matter is created. This information will then be visible as part of the left-hand panel of a portfolio or matter. In the screen below, you can see the custom fields "RFP Allocation", "Brand", "Date reported" and "Risk".

  • Custom fields can be shared between different portfolio and matter types.
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  • To create a custom field, go to the Custom fields section within the global settings and click on “Create custom field”. You’ll then be presented with different options.

    • Text - for any free text values. With the type option, you can select between “single line” or “textbox” for a larger input area.

    • Date - for a single date or date range. Date format options allow you to customise how the dates will be displayed. Check the “date range” checkbox if the field requires a range.

    • Number - for any number value. The options allow you to have auto-comma to separate thousands. You can also select the number of decimal places.

    • Checkbox - you can select the different items that will appear with a checkbox next to them. Multiple items can be checked when the field is used.

    • Radio - to provide options a user can choose from. They will only be able to select one option when the field is used.

    • Dropdown - to provide a list of options that users can choose from. They will be able to select multiple items.

    • People - to select other users as part of the field. They will only be able to select users invited to the portfolio or matter.

    • List - for a number of list items. Users will then be able to add values for each list item. There’s also an option to number the list.

  • With all custom fields, you have the option to make them “required”. If a custom field is required, then it cannot be left blank when a portfolio or matter is created and uses that custom field.
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Statuses

  • Through custom statuses, you can define different statuses for a given matter type and their colour for visual reference.

  • This allows you to update the status to reflect the state of a given matter whenever there are some changes or the matter progresses.

  • In the screenshot below, you can see how a matters index looks with different custom statuses.

  • Statuses can be shared by different matter types.

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