A Table is a collection of objects, Things to Do is a table, and so are Cases (work product). Here is the full menu bar for the eCandidus™ Desktop for Law:

Every entry from Appointments to Workflows is a table in the eCandidus™ system. There are also hidden tables, which are not accessed from the menu bar, but instead are accessed from other tables. An example of this is the Applicant table (internally called Entity).

Each table has at least one layout or form which is what is modified when you Customize the Screen.

 

In the eCandidus™ system, you can modify certain settings for each table. This is done by selecting User Extensions and then Settings when the form is being viewed:

The settings screen is displayed:

 

Settings - DisplayName

The display name ios the name displayed in the menu bar. You should log out and re-log in after changing this setting.

 

Placeholder

A placeholder is what is displayed when you are looking for an object. The typical place that this takes place is when you select View option for any table:

Here we see a sample set of the default Cases placeholder.

Now lets say that your office only wants to see the last name of the plaintiff and defendant, and also you use the claim reference number to identify the case. You could then set the placeholder to be:

[\Defendant#1\Insurance#1\ClaimRef#1] - [\Plaintiff#1\Name#1\Name#1@LastName] v. [\Defendant#1\Name#1\Name#1@LastName]

Lets review what we have done.

First note that we are using standard merge codes to define the placeholder.

[\Defendant#1\Insurance#1\ClaimRef#1]

Use the Claim Reference from the first Insurance Company for the first Defendant.

[\Plaintiff#1\Name#1\Name#1@LastName]

Use the Last Name for the first Plaintiff or Applicant.

[\Defendant#1\Name#1\Name#1@LastName]

Use the Last Name for the first Defendant.

Now the Case listing would look like:

 

Special Settings - Types

This entry appears only for system where there are more than one type of work product. An example is the Law system, where you have various types of law under the Cases table. Entering values in this field allows you to limit which law types you want to support, and also add new types as needed.

 

Your very own tables

You can easily create a table by creating a field of type Key and then selecting <New> as the table. You will be prompted for the display name and the table will be created.

User defined tables have extra settings available:

 

User Defined Tables Only - UDTVisible

When set to True, the table is displayed in the menu bar. This makes the table entries shareable among all of the other tables. An example of this is the Address Book, which is used throught the system. An example of a hidden table is the applicant record, where each one is used in a specific case.