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 |