Matter Alerts are a simple way to quickly contextualize a case for am Intake Agent or Attorney. For example, it is important to know when a client is a minor or is deceased.

A user does not have to do anything to see alerts, however, they must be configured from the Matter’s Lightning Record Page Layout. 

How to Add a Matter Alert to a Lightning Record Page

  1. Open Setup > Object Manager. 
  2. Select the Matter object. 
  3. Select Lightning Record Pages > Page Label > Edit
  4. Find the simpleAlert Custom Litfy Component. 
  5. Drag and drop the simpleAlert Component to the page. 
  6. Define the following values:
    • Type: Warning, Info, Error 
    • Behavior: Dismissible, Not Dismissible 
    • Duration (optional): 
    • Message:  150 character free-text
  7. Complete the Set Component Visibility filter logic. This defines when the alerts should display in the UI to a user.  
  8. Save

How to Create a Matter Alert

Let's review the 3 default matter alerts to understand how to create your own.  The following steps should be completed on step 7 of the previous section. 

Client is Minor

This alert requires two filters: one for clients aged <18 and one for clients aged >0. 

Client Under 18 Filter

  1. Select +Add Filter.
  2. Complete the following fields:
    • Field Type: Record Field
    • Field: Record > Client > Age
    • Operator: Less Than
    • Value: 18  
      under_18.jpeg
  3. Select Done

Client Over 0 Filter 

  1. Select +Add Filter.
  2. Complete the following fields:
    • Field Type: Record Field
    • Field: Record > Client > Age
    • Operator: Greater Than 
    • Value: 0  
      over_0.jpeg
  3. Select Done

Client is Deceased 

  1. Select +Add Filter.
  2. Complete the following fields:
    • Field Type: Record Field
    • Field: Record > Client > Is Deceased
    • Operator: Equal
    • Value: True  
      client_deceased.jpeg
  3. Select Done.
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