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 and select the Fee Arrangement and select Retrieve Matter Fee Arrangements under the Action lookup field.
Output Values
The action will return a collection of Matter Fee Arrangements sObject type.
- 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