How to Connect Form Questions to Custom Fields in Clio Grow

Objective:

• Linking the Custom Fields in an intake form to Matters and Contacts in Clio Grow.
• How do I connect the questions in an Intake Form to the Matter/Contact Custom Fields in Grow?
• Connect Questions to a Custom Field

Environment:

• Clio Grow

Additional Information:

Note: There are some rules as to which Custom Fields can connect to which question types. They are outlined below:

• Single Line Text Custom Fields: can connect to single line text, multiple choice, or drop-down questions
• Paragraph Text Custom Fields: can only connect to paragraph text questions
• Date Custom Fields: can only connect to date questions
• Checkbox Custom Fields: can only connect to yes/no questions

Clio Grow Fields		Clio Fields
Single line text questions	→	Single line text custom fields
Paragraph text questions	→	Paragraph text custom fields
Multiple choice questions	→	Single line text custom fields
Dropdown questions	→	Single line text custom fields
Date questions	→	Date custom fields
Yes or no questions	→	Checkbox custom fields

 

It is not currently possible to connect checkbox questions to any custom field types. It is also not possible to connect any question type to the following custom field types:

• Dropdown custom fields
• Contact select custom fields
• Email custom fields
• Integer custom fields
• Money custom fields
• Website custom fields

We do plan to add support for these other types of custom fields in the future.

Procedure:

1. Click on Forms in the main navigation bar
2. Click on the Form Builder in the sub-navigation menu
3. Create a new form or edit an existing one
4. Create a new question or edit an existing one
5. Click Question Settings
6. Select Connect Answer to Custom Field
7. Choose Contact or Matter Custom Field
8. Select the Custom Field from the drop-down
9. Click Save to save the changes
10. Click Save Question to save the question
11. Click Save & Preview when finished with the form