Field Requirements for Litify Actions in Process Builder


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.


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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





 

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