$ Money fields in Case Activity

[Michael Lerner]

Dear Michael,

How do you go about making a User Defined Field in a Case Activity Category addable? Is it automatically that way if you give it a number format?

One example would be for a PI Case Activity Category we call "Medical Expenses" with an "Amount Paid" field. How would I set that up so that would give me a running total at the top of the screen?

Thanks!

Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131

[Michael Appell]

You may do this (without user defined fields) by using the RTF case activity format and clicking Other Features (Alt-O), Configure Defaults, Admin Update, and selecting #6 for Checks. Then, use the General and Fee/Costs tab to enter payments and/or checks. A1-Law will then automatically keep a running total.

Mike

[Michael Lerner]

Dear Michael,

Thanks for the update. Is there any way to set a user defined field so that it will give you a running $ total in the RTF view?

Sincerely,
Michael Lerner
LMMSS

[Michael Appell]

At the present time, the only way to get the running total is with the Checks format. I will note your request.

Thanks.
Mike

[Michael Lerner]

Dear Michael,

How do you go about editing the RTF view so that it will include your User Defined Screens?

Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131

[Michael Appell]

In Admin Update, click User Defined for the Activity Format. Next, you will want to put the definitions in the Column Source box. You may click the V button to View the field names. You may even combine them so that two or more show up in one column (if you want). You may also combine a total for that one event (again, if you want). Separate each column with a tilda.

The CaseActStyle function will make for easy conversion of fields of a different type (ie: numeric, date, etc).

For example:

for Column Titles you might have:
Date~Event~Field1~field2

For the ColumnSource you might have:
caseactstyle("date")~caseactstyle("event")~fld1~fld2

When you go back to the case activity, just size the columns the way you want, go back to Admin Update and click the S button to autmatically save the defaults for those column sizes.

Mike

[Michael Appell]

Oh,

I should have mentioned when you say:

---> How do you go about editing the RTF view so that it will include your User Defined Screens?

I'm sure you mean user defined fields (in the case activity) and not user defined screens. So, with that, you would use fld1, fld2, fld3, etc. to include those case activity user defined fields.

Mike