Field | Description | Notes |
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Condition Name | This field allows for naming the condition. While this field is optional, it can make identifying the conditions easier when adding to a case or reviewing the conditions on a case. | This field is optional. |
Long Description | This is main condition text. This field should contain all the information relating to this specific condition. | This field is required. Variables can be used in the long description to pull in available case data from the case the condition is attached to. |
Short Description | This field is available for future expansion and is not currently used | |
Public Description | If Show on Portal is set to yes, this fields content will be displayed on the portal. If this field is blank, then the contents of Long Description will be used | This field is optional. |
Resolution Action | Internal notes, tasks or details to assist the user to know what steps should be taken when resolving this condition. This field data is internal only and will never be displayed on the portal or conditions notice. | This field is optional. |
Group | The group this condition belongs to. This is used for filtering and finding conditions when adding them to a case | |
Type | The condition type allows further classification of conditions and is used for additional filtering and finding conditions when adding them to a case | |
Severity | The severity of the condition | Available options:
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Rule Type (Also referred to as Timing Type) | Sets the rule type to be enforced when this condition is added to a case | Current Options:
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Inheritable | Determines if the flag inherits to other cases when cases are linked to this case | |
Show in Notice | Determines if this condition is shown in the Condition Notice | |
Display on Portal | Determines if this status is displayed on the Public Portal. | |
Additional Info | Allows for the setting of any generic notes or details relating to the condition. This field data is internal only and will never be displayed on the portal or conditions notice | This field is optional. |
Applies On | Determines if the condition timing/restriction is applicable when the condition is originally added or when it is inherited to another case. This only applies to conditions that have a severity of required. | Options:
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