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. This image contains an example of the Refer Out action. Field, Type, and Value are required for each row. Review the tables to determine the required fields for automating actions.
Referrals
| 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 |
Intakes
| 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:
Case State, Client State, Client Email, Client Phone must be populated on the intake in order to refer it out.
Next article:
Matters requirements
