Common Master Documentation

Common Master Common Master is used to manage alias names and values for custom fields throughout the system across various modules including client, matter, case, employee, and payment tracking management. This master data configuration allows administrators to customize field labels and define dropdown values for list-type fields, providing flexibility in terminology and data management to meet specific organizational needs systematically across the platform.

Accessing Common Master

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Common Master section, click on Common Master

Navigating to Common Master in Settings

Managing Master Aliases The Common Master page displays all available master aliases in a collapsible table section with:

• Master name
• English alias
• Arabic alias
• Edit action button

Master Alias grid view showing customizable field labels

You can:

• Edit a master alias by clicking the edit button in the action column to modify the English and Arabic display names for system fields

Managing Master Values The Master Values section displays all configurable dropdown values in a table with:

• Master name
• English value
• Arabic value
• Status toggle
• Edit action button

Master Values grid view showing configurable dropdown options with status controls

You can:

• Add new master values by selecting a master name and entering English and Arabic values
• Edit existing master values by clicking the edit button in the action column
• Change status by using the Active/Inactive toggle for each value to control visibility in dropdowns

Adding a New Master Value

1. In the Master Values section, select the Master Name from the dropdown
2. Enter the English Alias for the value
3. Enter the Arabic Alias for the value
4. Click the Add button to include the value in the master

Form section for adding new master values with bilingual support

Available Master Types

Client Module Fields

• Client - Custom list field for client classification (list type) 

Case Module Fields

• Case - Custom list field for case categorization (list type) 
• Case Status - Additional case status categories (list type) 
• Liability Assessment - Risk assessment information (text type)
• Likely Outcome - Probable case outcomes (text type)
• Custom Date - Configurable date field labels (date type)

Payment Tracking Module Fields

• Commercial Registration Status - Company registration status options (list type)
• Company Type - Different types of business entities (list type)
• Loan Type - Categories of loan products (list type)
• Security - Types of security/collateral (list type)
• Loan Status - Current status of loan applications (list type)
• Stage - Custom stages for payment tracking progression (list type)

Employee Module Fields

• Employment Type - Employment classification options (list type)
• Job Title - Available job positions (list type)

Matter Module Fields

• Matter Custom Field - Additional matter-specific information (text type)

Field Types

• List Fields - Dropdown selection fields where you can add multiple values with English and Arabic translations
• Text Fields - Single-line text input fields where only the alias (label) can be customized
• Date Fields - Date picker fields where only the alias (label) can be customized