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

 

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