This article discusses Flex Sections. Flex Sections enable users to choose which sections, phases, and vitals are visible in a project, creating flexibility for different case types. Flex Sections provide the user with the tools to determine which sections they see and which they don’t throughout a project’s life.
Flex sections are useful for allowing for more customization within a project type. For example, users can hide any section that is not necessary for that specific case, or add sections that are only used in specific cases as “Initially Hidden,” turning them on when needed. Phases and vitals can have their visibility contingent on a section’s visibility, meaning that additional vitals, phases, and taskflows can be enabled when a flex section’s visibility is turned on.
Changing section visibility requires the Customs Editor, which is an Advanced tool and requires Org Admin privileges.
Flex Sections include four different options of visibility for a section. Below is a description of each visibility option and how it works.
Always Visible: This is the default option. A section marked “Always Visible” will always display in each of your projects.
Initially Visible: A section marked “Initially Visible” will be visible upon project creation, but can later be marked hidden on a project level by a project admin. The data from a section that is hidden will be excluded from reports and searches, so if you need the data included in a report, make sure it remains visible. The Initially Visible option is useful for sections that are used in most cases, but not all.
Initially Hidden A section marked “Initially Hidden” will not initially display upon project creation, but can be made visible by a project admin on a project level. This option is useful for sections that are only used for specific types of cases.
Always Hidden: A section marked “Always Hidden” will not be visible on a project level throughout the duration of a case. The data from a section marked Always Hidden will be excluded from reports and searches. This option is normally used for sections that are no longer used but cannot be deleted because they contain data.
Changing Section Visibility
In the Customs Editor
By default, all sections will be marked “Always Visible.” All custom sections and some built-in sections’ visibility can be changed. To change the visibility option for a section, follow these steps:
- Navigate to the Customs Editor. Click the hamburger menu in the left top corner, click on “Advanced,” and then click on the “Customs Editor” section on the lefthand side. In the “Choose a Project Type” drop-down, select the project type that contains the section where you would like to change the visibility behavior.
- Choose the section. Navigate to the section that you would like to edit and click on the section name. This will open up the section in edit mode.
- Choose the visibility option. Locate the “Default Section Visibility” field, and click on the field to open the dropdown menu. Choose the visibility option you want for this section.
- Save. Save the section by selecting “Save” in the top or bottom right-hand corner.
In a Project
Sections with default visibility set as Initially Visible or Initially Hidden can be set to hidden or visible at any time on an individual project level by a project admin. To change visibility on a project level, follow the steps below:
- Open the “Section Settings” window. In a project that has any sections marked Initially Visible or Initially Hidden, you will find a “Manage Sections” link directly under the “Search this Project” button, on the lefthand side under the sections. Navigate to a project, and click on “Manage Sections” to open up the “Section Settings” window.
- Toggle the “Show Section.” In the “Section Settings” window, you will see a list of all sections with the Initially Visible or Initially Hidden option. On the right of the window, under the question “Show Section?” you will see a toggle for each section. Click on the toggle to turn it on and off. Turn the toggle on for any section that you want to be visible.
- Save. Select Save, which will close the window. Sections will appear or hide in the project sidebar depending on your selections.
Phase injections allow you to select which project phases display based on which sections are visible in the project. Setting up a phase injection will make that phase’s visibility dependent on the visibility of a section. If you have a section that is initially hidden, when that section is toggled to visible, a new phase will appear. If the section is hidden again, the phase will also be hidden.
Phase injections are useful for creating additional phases for specific case types within a single project type. Phases dependent on section visibility can also contain taskflows, allowing for specific phase-dependent taskflows for different case types.
Setting Up Phase Injections
Phase injections can only be set up through Customs Editor by an Org Admin. To set up a phase injection, follow these steps:
- Navigate to the phases tab. Click the hamburger menu in the top left corner, and click “Advanced.” Click “Customs Editor” on the lefthand side. Choose the project type you are working on from the “Choose a Project Type” dropdown menu. Once in the Customs Editor, choose the “Phases” tab.
- Click on the phase. Click on the phase you want to set up a phase injection for. This will open the “Edit Phase” window.
- Choose your section. In the “Optional: Only show this phase when the (Choose section) section is visible” search box, begin typing the name of the section you want to connect with this phase. If the section you choose does not have its visibility set to either “Initially Visible” or “Initially Hidden,” you will receive a message like the one below, and the phase will either always display (Always Visible) or never display (Always Hidden).
- Select Save. Once you’ve chosen the correct section, click “Save” in the window. When you navigate to a project of this project type, you will now only be able to see this phase if the section has its visibility turned on. To turn section visibility on and off in a project, refer to the “In a Project” section.
Vital injections, like phase injections, allow users to determine which vitals display based on a section’s visibility.
Vital injections allow you to select which vitals in a project are displayed based on which sections are visible or hidden. Setting up a vital injection will tie that vital’s visibility to the visibility of a section. If you have a section that is initially hidden, when that section is toggled to visible, this vital will appear. If the section is hidden again, the vital will also be hidden.
Vital injections are useful for keeping your vitals clean and easy to manage, even with different case types. With vital injections, you can always have the information most relevant to that case displayed in the vitals.
Keep in mind that the limit of 15 vitals per project type applies to all Vitals configured, whether or not they are visible.
Setting Up Vital Injections
- Navigate to the vitals tab. Click the hamburger menu in the top left corner, and click “Advanced.” Click “Customs Editor” on the lefthand side. Choose the project type you are working on from the “Choose a Project Type” dropdown menu. Once in the Customs Editor, choose the “Vitals” tab. This tab will list all vitals currently in the project type. You can also add and edit vitals here.
- Choose the vital. Click on the vital you would like to set up the vital injection for, which will expand the vital.
- Choose the section. In the expanded vital, you will see a “Visibility” option. Choose the section you’d like to connect this vital with by typing in the name of the section. If the section you choose does not have its visibility set to either “Initially Visible” or “Initially Hidden,” you will receive a message like the one below, and the phase will either always display (Always Visible) or never display (Always Hidden).
- Save. Once you’ve chosen the correct section, click “Save” in the window. Now, when you navigate to a project of this type, you will now only be able to see this vital if the section has its visibility turned on. To turn section visibility on and off in a project, refer to the “In a Project” section.