AdvoLogix Help

AdvoLogix Setup: Focus Matters

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Focus Matters is used to determine a list of matters associated with the current user. Ā In addition to record ownership, focus matters can also be determined by the user's relationship to the matter, via participants.

šŸ§ Do you know where to find the AdvoLogix Setup tab? Ā Go to the app launcher (waffle) and search for setup. Ā Select AdvoLogix Setup from the search results.

Focus Matters was formerly named My Matters. The new name was chosen for improved functional clarity in the Spring 2017 release of AdvoLogix.

How can focus matters be customized?

Focus matters can be displayed within a custom Home Page Component or in a full list using our dedicated Focus Matters tab or applied as a live filter for applicable matters within multiple components, such as, Matter Calendar, Matter Gantt, Billing Preview etc.

Option 1

The matters in these lists (focus matters) can be determined in one of three ways specified in this option.

  • Record Owner: only those matters for which the logged in user is the Record Owner.
  • Record Participant: only those matters for which the logged in user is a Matter Participant.
  • Either: includes matters for which the logged in user is the Record Owner OR a Matter Participant.
Option 2

An additional global filter can be used to further restrict the list of matters qualifying as focus matters. To use this feature you will need to:

  1. Create a formula checkbox field on your matterĀ object.
  2. Then, go to the AdvoLogix Setup tab >> Matters >> Focus MattersĀ to apply your new global filter.

Examples might include:

  • Custom Formula - Status is not equal to Closed
  • Custom Checkbox - Show in Focus Matters
Option 3

An additional global filter for participants can be used to further restrict the list of matters qualifying as focus matters by restricting the selection of the participants within those matters. To use this feature you will need to:

  1. Create a formula checkbox field on your participant object.
  2. Then, go to the AdvoLogix Setup tab >> Matters >> Focus MattersĀ to apply your new global filter for participants.

Examples might include:

  • Custom Formula - Is Active equal to True
  • Custom Checkbox - Is Active Participant

The formula or checkbox result may be specified as True or False. Ā 

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