AdvoLogix Matter ManagementApplication GuideMatters Auto-Add Matter ParticipantsStep 3B: Auto-Add Participant Contact via Custom Settings

Step 3B: Auto-Add Participant Contact via Custom Settings

To begin to create the custom setting that will AutoAdd a particular Contact, based off a particular Matter record type, to all Matters created with that record type.  Provided you have checked the AutoAdd checkbox when creating the Matter.

Create the Custom Setting for the Contact - Setting it as Available for the Auto-Add Functionality

  1. Navigate to Setup | Build | Develop | Custom Settings
  2. Select Manage next to AutoParticipantContact
  3. Select New
    • Choose a name
    • Add the CaseSafeID
    • Choose the record type
    • Set the role
  4. Select Save