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Unable to Connect a Question on an Intake Form to a Custom Field in Clio Grow

Objective:

  • Cannot connect a Custom Field to a Question on a Intake Form 
  • I am not seeing a drop down menu to connect a Custom Fields 

Environment:

  • Clio Grow 

Additional Information:

For more information on how to connect a Custom Field to a question on an Intake Form, click here

Procedure:

Please ensure that the "Field Type" that is being selected in the Intake Form is the same as the "Field Type" selected when the Custom Field was created in your Settings Page. 

For example, if you have a Custom Field as Date of Birth and selected the "Field Type" to be a Date Field, but in the Intake Form you selected the Date of Birth to use a Single Line Text, you will not be able to connect the Custom Field to the question in the Intake Form. 

 

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