Step 2A: Add CaseSafeID to the Account Page Layout

When a Matter is updated, with the AutoAdd checkbox checked and the above setting have been activated for that specific Matter record type, then AdvoLogix processes module checks for setting records and creates Account Participants automatically for the Matter.  The matching is done based on CaseSafeID values and a relevant record type entered in the custom setting record.

So for example, if you add a Custom Setting record for Account, it will be:

ID = <CaseSafeID> from Account record

RecordType = <Record Type Name> from Matter's Record Types defined on Matter object

Role = <Any Role Value> desired

Add the CaseSafeID Field to the Account Page Layout

  1. Navigate to the Accounts tab
  2. Choose an Account
  3. Edit Account layout
  4. Select Edit Layout in the upper right corner of the Account detail page
  5. Choose a layout
  6. Select Fields
  7. Find CaseSafeID
  8. Drag & drop the CaseSafeID field onto the page layout
  9. Select Save

This CaseSafeID field can be removed from the page layout after AutoParticipantAccount custom settings are created.