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How do I retrieve a list of matter fee arrangements via automation?

Updated on

AdvoLogix provides a built-in flow action method to retrieve a list of matter fee arrangements via Salesforce Flows by providing a matter as input.

Drag and drop or add an Action item in the Flow Builder canvas. Filter the actions by Category, select the Fee Arrangement, and select Retrieve Matter Fee Arrangements under the Action lookup field.

Input Values

  • Matter ID - Provide the matter record id value here.

Output Values

The action will return a collection of Matter Fee Arrangements sObject types.

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
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