The tables below contain necessary fields for using all actions in Process Builder. Set these fields in the Apex Variable section of Process Builder when building processes. Review the tables to determine the required fields for automating actions.

Intake Fields

Sign Up record_id Field Reference [litify_pm__Intake__c].Id
      Note: Must have a value in the intake referral field for this to work.
Open Matter record_id Field Reference [litify_pm__Intake__c].Id
  matter_owner Field Reference [litify_pm__Intake__c].Owner-Id
or
Enter the user ID of the user you want to open the matter
  matter_plan ID Enter the ID of the matter plan (if you selected to override the matter plan)
  matterTeamId ID Enter the ID of the matter team
  override_matter_plan Boolean True to override, false to open with the default matter plan
  case_type Field Reference litify_pm__Case_Type__c
Turn Down record_id Field Reference [litify_pm__Intake__c].Id
  turn_down_reason String Any available option in the Turn Down dropdown list
  turn_down_reason_other String Enter a custom reason (if you enter "Other" for Turn Down Reason)
Refer Out* agreement_type String to_be_determined, other, percentage
  agreement_name String Name your agreement (if you entered "other" for type)
  referral_fee Number Referral fee must have a value between 0 and 100. Enter 0 for no referral fee.
  client Field Reference [litify_pm__Intake__c].litify_pm__Client__r
  record_id Field Reference [litify_pm__Intake__c].Id
  handling_firm_id ID Enter handling firm's ID
  sobject_name String litify_pm__Intake__c

 

Refer Out Intake

The following fields must be populated on the intake in order to refer it out:

  • Case State
  • Client State
  • Client Email
  • Client Phone

Matter Fields

Close Matter record_id Field Reference [litify_pm__Matter__c].Id
  close_reason String Settlement, Decision, Verdict, Dismissal, Turned Down
  close_reason_sub_status String Decision: Favorable, Unfavorable, Partially Favorable
      Verdict: Favorable, Unfavorable, Partially Favorable
      Dismissal: With Prejudice, Without Prejudice
  amount Number If you select Settlement, or Decision/Verdict as Favorable or Partially Favorable, enter the amount won
  reason String If you select Decision or Verdict as Unfavorable, enter the reason you lost the case
  turn_down_reason String If you selected Turned Down clsoe reason: enter any available option in the Turn Down dropdown list
  turn_down_reason_other String Enter a custom reason (if you enter "Other" for Turn Down Reason)
Notify LRN record_id Field Reference [litify_pm__Matter__c].Id
Re-open matter record_id Field Reference [litify_pm__Matter__c].Id
Refer Out Matter agreement_type String To be determined, other, percentage

 

Referral Fields

Decline record_id Field Reference [litify_pm__Referral__c].Id
  reason String Enter any reason for declining this referral
Send agreement_type String to_be_determined, other, percentage
  agreement_name String Name your agreement (if you entered "other" for type)
  referral_fee Number Referral fee must have a value between 0 and 100. Enter 0 for no referral fee.
  record_id Field Reference [litify_pm__Referral__c].Id
  handling_firm_id ID Enter handling firm's ID
  is_anonymous Boolean True or False
  expiration_hours Number 5, 3, 6, 12, 24, 48
Send Again agreement_type String to_be_determined, other, percentage
  agreement_name String Name your agreement (if you entered "other" for type)
  referral_fee Number Referral fee must have a value between 0 and 100. Enter 0 for no referral fee.
  record_id Field Reference [litify_pm__Referral__c].Id
  handling_firm_id ID Enter handling firm's ID
  is_anonymous Boolean True or False
  expiration_hours Number 5, 3, 6, 12, 24, 48
Give Up record_id Field Reference [litify_pm__Referral__c].Id
Investigate record_id Field Reference [litify_pm__Referral__c].Id
Create Intake record_id Field Reference [litify_pm__Referral__c].Id
Investigate
and Create Intake
record_id Field Reference [litify_pm__Referral__c].Id

 

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