Add CalendarRulesTriggers Related List to Page Layout

Admins can add an optional related list unique to CalendarRules to the Matter record's page layout. This related list allows end users to see all of the events being tracked by the firm.

How to Add the Related List to the Matter's Page Layout

  1. Log in to Litify.
  2. Navigate to Setup > Object Manager > Matter > Page Layouts.
  3. Select your active [Page Layout Name].
  4. Navigate to the Related Lists options.
  5. Find CalendarRulesTriggers.
  6. Drag the CalendarRulesTriggers related list to the related list section.
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  7. Save

End users can now review active triggers and tracked events from a matter's Calendar Rules > Update/Edit tab.

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