Data Fields
Data fields hold the structured information a matter tracks — application numbers, filing and priority dates, deadlines, titles and more. The Data Fields section lists every field defined for the matter and lets you view, search and edit their values.
Viewing and editing fields
Fields are listed in Name and Value columns. To find a field quickly, type in the Search box, sort by clicking a column header, or filter within a column. Hover over a value to copy it.
To change a value, click its row. An editor opens with the right input for the field's type — a text box, number, date picker, choice list or image — so you enter the value in the correct format. Save to update it; the new value appears everywhere the field is shown, including any panels on the Overview and pinned fields in the header.
Filtering by category
When a matter type groups its fields into categories, a tab bar appears — for example All, Application, Deadlines, Fees and National Phase. Click a category to show only that group's fields; All clears the filter. This is a fast way to focus on, say, just the deadlines on a case. The tabs only appear when a matter type has two or more categories.
Pinning key fields to the header
The most important fields can be surfaced directly under the matter title, next to the matter type badge, so they are always in view — a PCT filing deadline, for instance. Click a pinned field to open its editor, just like any other; the header updates as soon as you save.
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