Litify includes the following fields on the Role object.
- Field Label: the display name of the field on an object
- Field Name: the API name of the field
- Data Type: the type of information stored in the field
- Controlling Field: the field that determines the available options in this field. In other words, this field depends on the controlling field.
- Indexed: you can perform SOQL queries on indexed fields
- Description: brief description of the fiel
Role is the junction object that connects an individual or organization (a Party) with an intake or matter.
Roles define the specific way that the party is involved in a case (for example, as a defendant, insurance company, opposing counsel, family member, etc.). The Role Category and Role Sub-Category fields store this information.
The relationship between roles is tracked using the Related Role field. To represent the fact than an insurance company represents the defendant, for example, the Related Role on that insurance company's role record would look up to the role record for the defendant on the same intake/matter.
|
Field Label |
Field Name |
Data Type |
Controlling Field |
Indexed |
Description |
|
Additional Traits |
litify_pm__Additional_Trait__c |
Picklist (Multi-Select) |
|
Further defines a role in the context of a case |
|
|
Comments |
litify_pm__Comments__c |
Long Text Area(131072) |
|
Any comments added to a role |
|
|
Intake |
litify_pm__Intake__c |
Lookup(Intake) |
|
Yes |
The Intake on which a specific party is in a specific role |
|
Matter |
litify_pm__Matter__c |
Lookup(Matter) |
|
Yes |
The Matter on which a specific party is in a specific role |
|
Party |
litify_pm__Party__c |
Master-Detail(Party) |
|
Yes |
The Party who is in a specific role on a specific intake and/or matter |
|
Party Address |
litify_pm__Party_Address__c |
Formula (Text) |
|
The party address: BillingStreet, BillingCity, BillingState, BillingCountry, BillingPostalCode |
|
|
Party Email |
litify_pm__Party_Email__c |
Formula (Text) |
|
The party email |
|
|
Party Name |
litify_pm__Party_Name__c |
Formula (Text) |
|
The name of the party |
|
|
Party Phone |
litify_pm__Party_Phone__c |
Formula (Text) |
|
The party phone number |
|
|
Related Role |
litify_pm__Parent_Role__c |
Lookup(Role) |
|
Yes |
Any related role that this role looks up to |
|
Related Role Name |
litify_pm__Related_Role_Name__c |
Formula (Text) |
|
The name of a related role |
|
|
Role Category |
litify_pm__Role__c |
Picklist |
|
The definition of this role in the case |
|
|
Role Sub-Category |
litify_pm__Subtype__c |
Picklist |
Role Category (litify_pm__Role__c) |
|
Further definition of this role in the case |
