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How do I retrieve matter fee arrangements via automation?

Updated on

The following Apex method can be used to retrieve a list of matter fee arrangements via custom coding. Please be aware that it is always suggested to test your code in the Sandbox.

Syntax:

FeeArrangementService.getMatterFeeArrangementsList(
   @matterRecordId
);

Parameters:

@matterRecordId
The matter record's id value for which all the associated matter fee arrangements are to be retrieved.

Result:

The function will return list of sObjects of matter fee arrangement type.

Fields returned in the output:
  • RecordTypeId
  • RecordType.DeveloperName
  • Name
  • advpm__Description__c
  • advpm__Source_Fee_Arrangement__c
  • advpm__Matter__c
  • advpm__Matter_Price__c
  • advpm__Discount_Percentage__c
  • advpm__Contingency_Percentage__c
  • advpm__Fee_Arrangement_Price__c
  • advpm__Total_Unit_Caps__c
  • advpm__Recurrence__c
  • advpm__Default_for_Fees__c
  • advpm__Default_for_Expenses__c
  • advpm__Start_Date__c
  • advpm__End_Date__c
  • advpm__Transactions_Billed_To_Date__c
  • advpm__Transactions_To_Be_Billed__c
  • advpm__Total_Price__c
  • advpm__Total_Cost_as_Priced__c
  • advpm__As_Priced_Profit_Margin__c
  • advpm__Total_Cost_for_Expenses__c
  • advpm__Total_Cost_for_Time__c
  • advpm__Total_Cost_as_Delivered__c
  • advpm__As_Delivered_Profit_Margin__c
  • advpm__NextBillDate__c
  • advpm__LastBillDate__c
  • CreatedDate
  • LastModifiedDate
  • CreatedById
  • LastModifiedById
  • OwnerId

Example:

advpm__Matter_Fee_Arrangement__c[] result = FeeArrangementService.getMatterFeeArrangementsList('a05900000051CpN
');
for(advpm__Matter_Fee_Arrangement__c r : result){
   System.debug('Matter Fee Arrangement retrieved : ' + r.Name);
}
Previous Article Introduction to Budget Matter Fee Arrangements
Next Article How do I create a fixed fee matter fee arrangement for a matter via code?
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