AdvoLogix provides a built-in Flow Action method for applying rate groups to one or more open matters via Salesforce Flows.
Drag and drop or add an Action item in the Flow Builder canvas. Under the Action lookup field, search for Apply Rate Group to filter the Action.
Input Values
Use values from earlier in the flow to set the inputs for the Create Capped Fee Apex action. Store its outputs in variables to use them later in the flow.
- Matter Ids - List of Matter record ID values.
- Rate Group Id - The rate group record ID value that would be applied to create rates for the provided matters.
Output Values
The action will return a list of the newly created or updated rates grouped by matters.