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Matter setup

Conditional logic matters, Smart matters

You can set up conditional fields to create "smart matters". Conditional logic makes matter creation easier and enables connections between certain fields. Tracker automatically populates matter profile fields based on conditions you set up. For example, if you know that invoices for a particular approval route should always go to the same Lead Company Person, you could set up a condition to automatically assign invoices on that approval route to that person.
When creating conditional fields, you can create two types of conditional fields.

Defining an Add Condition

To define an "Add" condition you specify a particular value to be added to a field.
  1. Select
    Settings
    from the left navigation.
  2. Under
    Matters setup
     select
    Matter Type-Templates & Matter Setup
    .
  3. Click the name of Matter sub-type.
  4. Scroll to the
    Conditional Fields
     collapsible section.
  5. Click
    Add Field
    .
  6. In the
    Action
     drop-down select
    Add
    .
  7. In the
    Field
    drop-down, specify the field that will be populated for this condition.
  8. In the
    Formula
    drop-down, select an option.
    Formula
    Description
    = (Equals)
    Lets you add a specific value that a field must be equal to. Select the value that the field must equal from the predefined list.
    Contains
    Lets you use a formula to create a limited list of options for a particular field.
  9. In the
    Value
    field, the name of the selection changes depending on the other parts of the formula you filled in. Click the selection to display a list and click
    Select
    next to the values that apply to your formula.
  10. Click
    Update
    .
  11. If you want to add more fields, click
    Add
    field and repeat these steps.
  12. On the toolbar, select
    Save & close
    .

Defining an If/Then Condition

"If/Then" conditions require an extra step. You first define the conditions ("if this condition is in place"), then define what must happen ("then this must happen.")
  1. Select
    Settings
    from the left navigation.
  2. Under
    Matters setup
     select
    Matter Type-Templates & Matter Setup
    .
  3. Click the name of matter sub-type.
  4. Scroll to the
    Conditional Fields
     collapsible section.
  5. Click
    Add Field
    .
  6. In the
    Action
     drop-down select
    Add
    .
    Function
    Description
    Add
    Adds a value to the conditional field based on the other options you choose in this section.
    If
    Adds a value to the condition fields if certain conditions are met. You will be prompted to define the conditions that must be met by defining additional fields.
  7. In the
    Field
    drop-down, specify the field that you want the condition to apply to.
  8. In the
    Formula
    drop-down, select an option.
    Function
    Description
    = (Equals)
    Lets you add a specific value that a field must be equal to. Select the value that the field must equal from the predefined list.
    Contains
    Lets you use a formula to create a limited list of options for a particular field.
  9. In the
    Value
    field, the name of the selection changes depending on the other parts of the formula you filled in. Click the selection to display a list and click
    Select
    next to the values that apply to your formula.
  10. The options available depend on whether you selected Add or If in the action field.
    Function
    Description
    Add
    Click Update.
    If
    Click Select. A new section appears with choices that are similar to the ones described above.
    Complete these fields to define the actions to take place.
  11. If you want to add more fields, click
    Add
    field and repeat these steps.
  12. On the toolbar, select
    Save & close
    .

Examples

In this example, the
AP Route
 field will be filled in with
AP Route General
 for all matters using this template, and matters for the selected matter sub-type are sent to AP Route General.
In this example, if the organizational unit is Acme Holdings, the
AP Route
 field will be filled in with EuroLux, and matters for the selected matter sub-type are sent to the Eurolux AP route. This condition applies only to organizational unit Acme Holdings.
In this example, if the
Country
field contains United States, the lead company person will always be Jeff Casemanager.

This article applies to:

  • Product: Legal Tracker
  • Subject: Matter
  • Audiences: Company