Sub-Matters allow users to relate a matter to an existing matter from the Sub-Matters related list.
- Sub-matters are a one-to-one relationship.
- Existing matters are always the Parent.
- New matters only display the relationship via the Parent Matter field.
A user can relate an existing matter to another by simply editing the record and entering the desired parent matter into the Parent Matter lookup field. A user can create a sub-matter directly from the parent matter by following the steps below:
1. Choose the Parent Matter
Select the parent matter from a matters list view. For this example, the name of the parent (or original) matter is State of Florida vs. Carol Allen Investigation.
2. Go to the Sub-Matters Related List
A user can create a sub-matter from a matter record one of two ways:
- Related List Quick Link
-or- - Single Related List
For this example, the name of the sub-matter created will be called State of Florida vs. Carol Allen Investigation.
3. Sub-Matter Record Creation
A user can verify the correct parent matter is related to the sub-matter you are creating by looking at the Parent Matter field. Enter the information for the new sub-matter and select Save.
4. Sub-Matter Record Page
On the sub-matter (State of Florida vs. Cindy Allen Investigation) record, you can see it is related to the original matter (State of Florida vs. Carol Allen Investigation). If you click on the name of the parent matter (State of Florida vs. Carol Allen Investigation) you are navigated to its record, where you see the sub-matter (State of Florida vs. Cindy Allen Investigation) is now listed in the sub-matters related list (see image below).
To view the sub-matter related to the original matter (State of Florida vs. Carol Allen Investigation) you can hover over the related list quick link (a) or go to the single related list (b) on the record layout.