AdvoLogix provides a built-in Flow Action method to create contingency fee type of matter fee arrangement via Salesforce Flows.
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 Create Contingency Fee under the Action lookup field.
Input Values
-
Matter ID - Matter record id value.
-
Source Fee Arrangement ID - The fee arrangement record id value that would be used to generate the fixed fee matter fee arrangement.
-
Contingency Percentage - [optional] The contingency percentage offered to the client.
-
Default for Expenses - [optional] A true or false value that marks this matter fee arrangement as the default when entering expenses for the matter.
- Default for Fees - [optional] A true or false value that marks this matter fee arrangement as the default when entering time for the matter.
Output Values
The action will return the newly created Matter Fee Arrangement record.
- 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