Fill-In-Filed Lists

Latest post 09-20-2008 10:37 AM by Edward Hawkins, RMR, CRR. 9 replies.
  • 09-15-2008 9:53 AM

    Fill-In-Filed Lists

    Are Field Value Lists created for user defined fields able to be shared among Catalyst users? Such as county, etc.

    Angie Sherwood

     

  • 09-15-2008 10:39 AM In reply to

    Re: Fill-In-Filed Lists

    yes, you can backup and restore the fill-in-field lists just like any other CaseCATalyst file.



    Rhonda Hall-Breuwet, RMR, CRR
    813*661*6405
    Tampa, FL


    ARBONNE INDEPENDENT CONSULTANT

  • 09-15-2008 11:22 AM In reply to

    Re: Fill-In-Filed Lists

    Angie:

    FYI, in addition to Rhonda's suggestion, there's a help topic about sharing Fill-in-Field List files with multiple users on the same computer and/or same network.  Click Help, Case CATalyst Help (or press F1), click the Index tab, and type Fields; you'll see the topic "Share the Fill-in-Field List with Other Users."  Double click that topic (or click once then click Display.)

    Cindi Hartman
    Training Program Manager
    STENOGRAPH, LLC

  • 09-15-2008 12:04 PM In reply to

    Re: Fill-In-Filed Lists

    Cindi,

    I know I can back up/share my fill-in-field list of attorneys for the fill-in-field groups for appearances.  The help topic says Fill-in-Field List, singular.  I am talking about like my user-defined field on my title pages for county.  I have 30 or so counties in there.  Or my user defined list for parties.  I have plf, deft, respondent, claimant, etc.  On my title page and cert page, I have a field for dates with all the days of the month already in there.  Can those type of field value lists be shared/backed up?   If so, I don't know where those files are to back up. 

    Just to be clear, when I insert my title page include file, and scan to the first filed which is the county, it opens up and I pick which county from my list.   That is the type of listing I'm wondering can be backed up and shared.

    Thanks,

    Angie Sherwood

     

  • 09-15-2008 12:05 PM In reply to

    Re: Fill-In-Filed Lists

    By the way, this would not be for a network setting.  It would be to email or put on a thumb drive to share.

     

    Angie Sherwood

  • 09-15-2008 12:31 PM In reply to

    Re: Fill-In-Filed Lists

    Angie,

    You can find your user defined fields from manage jobs.   Highlight the job; right click it and click on Field Manager.

    Lillian

    www.freilercourtreporting.com

  • 09-15-2008 12:55 PM In reply to

    Re: Fill-In-Filed Lists

    Lillian,

    That's cool - didn't know I could do that.  But I'm talking about all the info I have already added into the list.  For county, I have typed in and added Jackson, Johnson, Miami, etc., etc., etc.    Is there a way another user could use the field and the info I have already added without doing any more input other than just picking the entry they want and hitting enter?  I'm obviously making my question as clear as mud!

    Angie

     

     

  • 09-15-2008 2:23 PM In reply to

    Re: Fill-In-Filed Lists

    Angie:

    OK - first let's clarify terminology.  The Fill-in-Field List file only stores the information for field list group fields (the stuff you use for appearances; e.g. ATTORNEY1, FIRM1, ADDRESS-A1, CITY1, etc.).

    What you're talking about is NOT the Fill-in-Field List file. You're talking about values for User Defined fields -- fields you've created vs. pre-created fields, such as [!COUNTY] or [!JUDGE] or [!CASE NUMBER] or [!INSURANCE CARRIER]... something like that. 

    Those values are not stored in the Fill-in-Field List - they're stored in various job or case history files. So what you need to do is what Lillian said - use Field Manager. 

    For example, for User specific fields, at the Manage Jobs screen, Reporter A would go to the System Files case and highlight/select the System Files_Case file.  Click File, Field Manager; then click File, Export Fields.  Select the fields that you want to export, then save under a file name.  Give that file to Reporter B.  Reporter B goes to Manage Jobs, System Files case, highlights/selects System Files_Case, opens Field Manager and clicks File, Import Fields.  Browse to the location and file where the exported fields were saved and click OK.  Voila, you have the fields and User-specific field values.

    If Reporter A hs Case-specific field values they want to share, they would need to export those field values separately, with the cursor on the case's case history file when choosing Export Fields, and Reporter B would need to be in the case where they want to import those field values.

    Hope that helps!

     

  • 09-15-2008 6:19 PM In reply to

    Re: Fill-In-Filed Lists

    Cindi,

    Perfect.  That is what I was looking for.  In my mind I understood the difference between everything, I just didn't articulate it very well.

    Thanks for helping.

    Angie

  • 09-20-2008 10:37 AM In reply to

    Re: Fill-In-Filed Lists

    Cindi,

    I have used Fill-in Fields and created quite a database.  I've never used Field Manager, so I guess it's back to studying the book to see what it's all about.  Gives me something to do in "retirement."

    Ed

     

    Ed Hawkins, RMR

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