Dynamic Pages on the Person Profile

Dynamic Pages help administrators go a step further with configuration and customization.

What can you accomplish with dynamic pages?

With Dynamic pages, administrators can do the following on the Person Profile: 

    • Add new sections to the case page
      Your organization may need to record information that we don't yet have in Casebook. You can add a new section to the page and add fields to that section to record more information. 

      Sections can be thought of as a home for dynamic fields. Dynamic fields can be added to the case details section and any new sections. 

    Adding a New Section

    1. To add a new section to the case page, click on the Add new section button  (plus sign) on the bottom right corner of your screen. 
    2. Type in the Section name (required). 
    3. If you'd like, you can choose a section icon. Otherwise, it will default to a folder icon.
    4. Click save when finished. Alternatively, you can click on Cancel. 
    5. Click Save  on the right to confirm changes. 

    Note: New sections are added to the bottom of the page in order of when they were created. Currently, it is not possible to rearrange the order of sections.