CaseCloud Matter Management ships with a Convert to Matter screen flow template that converts an approved Intake into a new Matter. Because this flow is delivered as a template, administrators can clone it, customize the field mappings and logic, and then create their own quick action to surface it on the Intake record page.
Step 1: Clone the Convert to Matter Flow Template
- Navigate to Setup > Flows.
- Locate the flow named AdvoLogix Intake - Convert To Matter.
- Click on the flow name to open it in Flow Builder.
- Click Save As and select Save as a New Flow.
- Give your new flow a meaningful name (e.g., Custom Convert to Matter) and click Save.
You now have a fully editable copy of the flow. You can modify field mappings, add or remove screens, change assignment logic, or add additional automation steps to match your organization's requirements.
When your customizations are complete, activate the new flow.
Step 2: Create a Quick Action
- Navigate to Setup > Object Manager > Intake > Buttons, Links, and Actions.
- Click New Action.
- Configure the action with the following settings:
- Action Type: Flow
- Flow: Select the new flow you created in Step 1.
- Label: Enter a label (e.g., Convert to Matter).
- Name: This will auto-populate based on the label.
- Click Save.
Step 3: Clone the Packaged Intake Lightning Record Page
CaseCloud ships a packaged AdvoLogix Intake Record Page that includes the default Convert to Matter action. Because packaged pages cannot be edited directly, you will need to clone it first.
- Navigate to Setup > Object Manager > Intake > Lightning Record Pages.
- Locate the packaged page named AdvoLogix Intake Record Page (provided by CaseCloud Matter Management).
- Click the dropdown arrow next to the page and select Clone.
- Give your cloned page a name (e.g., Custom Intake Record Page) and click Save.
- The cloned page opens in Lightning App Builder.
Step 4: Replace the Convert to Matter Action
- In Lightning App Builder, select the Highlights Panel at the top of the page.
- In the properties panel on the right, locate the Actions section. You should see the packaged Convert to Matter action listed.
- Remove the packaged Convert to Matter action from the action list.
- Add your new custom Convert to Matter quick action (created in Step 2) in its place.
- Configure a Dynamic Action visibility filter on the new action so it only appears for approved records:
- Field: Status
- Operator: Equals
- Value: Approved
- Save the page.
Step 5: Activate the Cloned Page
- Click Activation in Lightning App Builder.
- Assign the cloned page as the default for the appropriate record types or as the org default, depending on your requirements.
- Click Save.