Roles Component Admin Guide

The new Roles component is highly configurable, allowing admins to define exactly what key details appear on each record listed in the component. The following configuration is optional and is done by adding metadata records to your org.

Metadata Record Types

• Role View
• Role View Detail
• Role View Detail Field
• Role View Related List
• Role View Type

Basic Navigation

1. Log in to Litify.
2. Navigate to Setup > Custom Code > Metadata Types.
3. Choose a Metadata Record Type and select Manage Records.

Role View Metadata Records

There are two Role View records that must be created: one for intakes and one for matters. This defines what fields are displayed for parties and roles associated with either intake or matter records.

1. Find the Role View custom metadata type.
2. Select Manage Records.
3. Select New.
4. Complete the following fields:
   • Label: Intake
   • Role View Name: Intake
   • Object: Intake
   • Party Field 1: litify_pm__email__c
   • Party Field 2: phone
5. Select Save & New.
6. Repeat for Matters.

You do not have to use the email and phone fields. Any party field is supported. You can also use role fields, however lookups beyond a role record are not supported.

Role View Detail Metadata Records

Role View Detail metadata records are parent records that hold a list of fields to be displayed on individual, business, and role records. One Role View Detail record contains many Role View Field records.

1. Find the Role View Detail custom metadata type.
2. Select Manage Records.
3. Select New.
4. Complete the following fields:
   • Label: Matter Party Business
   • Role View Detail Name: Matter_Party_Business
   • Role View: Matter
   • Object: Party
   • Record Type (Developer Name): Business
5. Select Save & New.
6. Repeat for Matter Party Individual.
7. Repeat for Matter Role, with Role being the object.
8. Save.

Role View Detail Field Metadata Records

Role View Detail Field metadata records work like field sets contained by the Role View metadata records. They define what fields are specifically displayed in the detailed view of a party or role record.

1. Find the Role View Detail Fields custom metadata type.
2. Select Manage Records.
3. Select New.
4. Complete the following fields:
   1. Label: Matter Party Business Annual Revenue
   2. Role View Detail Field Name: Matter_Party_Business_Revenue
   3. Role View Detail: Matter Party Business
   4. Field API Name:AnnualRevenue
   5. Display Order: 1
   6. Required: Leave unchecked for all created fields.
5. Save & New.
6. Use the chart below to repeat these steps for all fields.

Note: You can create other fields, however these fields are the most common:

Role View Related List Metadata Records

Role View Related List metadata records display record types related to the Parties/Roles record. Typically, Damages and Insurance records are often added to the related list.

1. Find the Role View Related Lists custom metadata type.
2. Select Manage Records.
3. Select New.
4. Complete the following fields:
   • Label: Damages
   • Role View Related List Name: Damages
   • Role View Detail: Matter Role
   • Child Relationship Name: Damages
   • Name Field: Name
   • Field 1: litify_pm__lit_Provider_Name_Text__c
   • Field 2: litify_pm__Amount_Billed__c
   • Field 3: litify_pm__Service_Start_Date__c
   • Is Active: Checked.
5. Select Save & New.
6. Complete the following fields:
   • Label: Insurances (Policy Holder)
   • Role View Related List Name: Insurances_Policy_Holder
   • Role View Detail: Matter Role
   • Child Relationship Name: Insurances3
   • Name Field: Name
   • Field 1: litify_pm__Insurance_Type__c
   • Field 2: litify_pm__Policy_Number__c
   • Field 3: litify_pm__Per_Incident__c
   • Is Active: Checked.
7. Save.

Role View Type Metadata Records

Customize the new Parties & Roles component by adding top-level fields and defining role display order. The following steps show how you can create Role View Type records for Attorney, Witness, and Plaintiff.

Note: Role View Type records do not create new role types; they only support display customization.

Attorney

1. Find the Role View Type custom metadata type.
2. Select Manage Records.
3. Select New.
4. Complete the following fields:
   • Label: Attorney
   • Role View Type Name: Attorney
   • Type (API Name): Attorney
   • Party Field 3: Fax
   • Party Field 4:
   • Display Sort Order: 1
   • Role View: Matter

Witness

1. Find the Role View Type custom metadata type.
2. Select Manage Records.
3. Select New.
4. Complete the following fields:
   • Label: Witness
   • Role View Type Name: Witness
   • Type (API Name): Witness
   • Party Field 3: litify_pm__Date_of_birth__c
   • Party Field 4: litify_pm__Gender__c
   • Display Sort Order: 2
   • Role View: Matter

Plaintiff

1. Find the Role View Type custom metadata type.
2. Select Manage Records.
3. Select New.
4. Complete the following fields:
   • Label: Plaintiff
   • Role View Type Name: Plaintiff
   • Type (API Name): Plaintiff
   • Party Field 3: litify_pm__lit_Calculated_Age__c
   • Party Field 4:
   • Display Sort Order: 3
   • Role View: Matter