1. Checkbox
  2. Knowledge Base
  3. Matter Management
  4. Intake

Structured Forms Intake

Checkbox also supports matter creation through structured forms intake via the Workflow product. Follow the steps below to set up and utilize this feature.

Prerequisites

  • The Workflow product needs to be enabled by Checkbox. Please contact your customer manager to activate this feature.

Steps to Create Matters via Structured Forms Intake

  • Create a Solution

    • Navigate to the Solutions tab.
    • Create a new solution tailored to your needs.

  • Design the intake Form

    • Within the solution, create a form to collect the necessary information.
    • Customize the form fields to match the specific data required for the matter.

 

  • Connect via the Ticket Block

    • Use the ticketing block available in Studio to connect the form to your matter management system.
    • Configure the workflow to ensure the collected information is properly directed and processed.

By following these steps, you can efficiently manage matter intake through structured forms, enhancing the organization and consistency of information collected for each matter.

 

Field Mapping between Workflow and Matter Management

Variable Type in Workflow

 

Supported?

 

Field Type in Ticketing

 

Additional Notes / Logic

 

Text Input

✅

Short Text, Long Text

 

Number Input

✅

Number Field

 

Dropdown

✅

Single Select

 

Radio

✅

Single Select

 

Date

✅

DateTime

 

Slider

✅

Number Field

 

Checkbox

✅

Single Select

  • For multiple Checkboxes, MERGE block can be used

File Upload

✅

Field Field

 

Doc Upload

✅

File Field

 

User or User Picker

✅

User Field

 

LookUp

❌

-

 

YN

✅

Single Select

 

List Types

(LIST, MERGE, LOOP, FILTER blocks)

✅

Multiple Select

 

Table

(Text, Text Input, Number Input, Radio, Checkbox, Dropdown)

✅

Mappings reflect cell value

 

COMP

 

(Text field, Num field (starts with “=”))

✅

Mappings reflect cell value

 

Decision

 

(Text, Num)

✅

Decision (Text) → Short text, long text

Decision (Num) → Number field

 

Date Calc

✅

Date

 

Set Var

 

(Text, Number, DateTime, File, Doc)

✅

Mappings should reflect underlying cell value as above.

 

Doc Gen

✅

-

Files can be referenced in the "Attachments" section

Doc Review

✅

-

Files can be referenced in the "Attachments" section

Paragraph

❌

 

 

[[current_user_name]]

✅

Short Text,

Long Text,

USER

 

[[current_user_email]]

✅

Short Text,

Long Text,

USER

 

[[current_assessment_url]]

✅

Short Text,

Long Text

 

[[transcript_link]]

✅

Short Text,

Long Text

 

{{FILE#}}

✅

Short Text,

Long Text

 

[[assessment_name]]

✅

Short Text,

Long Text

 

[[assessment_uuid]] 

✅

Short Text,

Long Text

 

[[project_team_name]]

✅

Short Text,

Long Text

 

[[app_name]]

✅

Short Text,

Long Text

 

[[initial_owner]]

✅

USER

 

[[reference]]

✅

Short Text,

Long Text