Use Case Types to differentiate workflows and assign Matter Plans. Case Types and Matter Plans have a 1:1 relationship and ultimately drive how a matter should be processed.
How to Manage the Case Type Object
Admins can use this article to manage the access and setup of case type records. This includes adding the object to page layouts as well as managing its record types and fields.
- Litify Matter User: Can Create, Edit, and View case type records
- Litify Power User: Can Create, Edit, View, and Delete case type records
Matters: Take Action Layout
Case Type information is available on matters as a field.
Matter Plans: Matter Plan Layout
Case Type information is available on matter plans as a field.
Intakes: Intake Layout v6
Case Type information is available on intakes as a field.
|Field Label||Field Name||Data Type||Indexed||Definition|
|ExternalId||litify_pm__ExternalId__c||Number(18, 0) (External ID)||TRUE||ID of this case type in LRN|
|Is Available||litify_pm__Is_Available__c||Checkbox||FALSE||Available to use on cases|
|Is Local||litify_pm__Is_Local__c||Formula (Checkbox)||FALSE||Custom case types created in an org|
|Litify.com ID||litify_pm__Litify_com_ID__c||Formula (Text)||FALSE||Case type ID|
|LRN Case Type||litify_pm__LRN_Case_Type__c||Lookup(Case Type)||TRUE||Managed case type. Populated when you create a custom case type.|
|Mapped to ExternalId||litify_pm__Mapped_to_ExternalId__c||Formula (Number)||FALSE||ID of the LRN case type|
|Owner||OwnerId||Lookup(User,Group)||Owner of this record|