AdvoLogix Matter ManagementApplication GuideMatters Auto-Add Matter ParticipantsStep 3A: Auto-Add Participant Account via Custom Settings

Step 3A: Auto-Add Participant Account via Custom Settings

To begin to create the custom setting that will auto-add a Particular Account, 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.

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