Rally Knowledge Base

Entity Information and Custom Fields

Rally allows you to configure reusable fields that can be shared across questionnaires so you (or your clients) do not have to re-enter information each time. For example; client address, email, entity name, entity type, etc. are fields that remain the same no matter what type of matter you are completing. By setting up these fields, you can avoid needing to put the same information in each time. 


Entity Information vs Custom Fields


Entity fields are a predefined set of fields provided by Rally that can be used to auto-populate questionnaires. 


Custom Fields let you save additional information about each client that can be used to auto-populate questionnaires. You will decide if question fields should become custom fields. 


ENTITY FIELDS


How to Use Entity Fields in Questionnaires


When you are building your questionnaire and you add a question, you will see a gear icon. If you click on the gear icon, you will see a 'Link to Data Field' option.


When you select the Link to Data field option, you will see a pop-up that displays the list of Entity fields. Select the one you want to link to the question. 



Once selected, you can click the x to close the dialog box and continue building your questionnaire. 


List of entity fields:

- Entity Name

- Entity Type

- Entity Registration Number
- Entity Status
- Primary Phone Number

- Primary Email
- Primary Business Address
- Mailing Address
- Mailing Address Same as Primary Business Address
- Registered Agent Name

- Registered Office/Registered Agent Address
- Trade Names
- Description of Business
- Home Jurisdiction

- Tax ID
- Formation Date

- Fiscal Year-End

- Annual General Meeting Deadline

- Accountant Name
- Accountant Address

- Minimum Number of Directors

- Maximum Number of Directors

- Authorized Share Capital

- Restrictions on Share Capital

- Transfer Restrictions



CUSTOM FIELDS


How to set up Custom Fields


When you are building your questionnaire and you add a question, you will see a gear icon. If you click on the gear icon, you will see an option 'Link to Data Field'.

In the box that pops up, you can select an existing Custom Field (if you have any set up) or select 'Create New Custom Field'. 



Once created, the custom field will be visible under the client's Information tab. As you build additional questionnaires, you'll be able to use this custom field by following the steps above to link the fields. This will ensure that the questionnaire field will auto-populate with the information Rally has saved about the client. 


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