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Custom data.mp4

https://actionstep.zendesk.com/hc/en-us/articles/360035517473-Custom-Data-Types in Actionstep Help Center

 

Hands-on

  • Create a custom data collection called “Details” for your Bankruptcy matter type.
  • Add money-type data field called “Amount” to the “Details” data collection.
  • Add multi-line text-type data field called “Info” to “Details” data collection.
  • Access and populate the data collection in a Bankruptcy matter.

 

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