About Assigning Configurations
Assignment is the last step of the configuration creation process. Assigning based on criteria allows your Org to customize financial configurations for each type of case you handle. For example, you might want different configurations for Slip and Fall and Estate Planning cases.
Assigning a Configuration
You'll know you're ready to assign your configuration when each of the previous steps on the configuration page have a green checkmark beside them. Click 'Assign Configuration' to begin.
Next select the values from the assigned field you want this configuration to appear on as set in Financial Summary Setup (ex: Case Type). Click the [Case Type] > Click the right arrow to move it into the 'Assign To' column.
Use the left arrow to remove assignments.
Click Done if you're finished assigning the configuration, but you're not yet ready to activate it. You'll be directed back to the configuration page.
Setting a Default Configuration
Additionally, you can assign one default configuration for your Org. This will act as a catch-all for Matters which haven't been assigned a configuration, or for Matters with a new Case Type.
Set your configuration as default by clicking the 'Default Configuration Slider'
Activating a Configuration
Once you're satisfied with your configuration and its assignments, click 'Done & Activate' on the assignments page, OR click 'Activate' from the configuration page.
Once activated, your default configuration will have a checkmark beside it on the configurations table in the 'Financial Configurations' tab. You can also see which values have been assigned to the configuration in the table.