AdvoLogix Matter ManagementApplication GuideMatters Conflict CheckingInitiating a Conflict Check Through Automation or Code

Initiating a Conflict Check Through Automation or Code

The AdvoLogix Conflict Check feature provides a rich set of extensibility options for initiating Conflict Checks. The Process Builder action allows organizations to Conflict Check automation within the visual workflow designer while our Apex class supports a wide variety of custom integration solutions by allowing organizations to create new Conflict Checks in a wide variety of ways.

Automating Conflict Checks with Process Builder

The following technique has been developed to provide organizations with the ability to automatically create a document from within the Process Builder.

To use this class in Process Builder, follow these steps as highlighted below:

  1. Go to Setup | Create | Workflows  Approvals | Process Builder, and Create a New Process and click Add Action.

  2. Select Action Type as Apex. Enter Action Name. This is your way of identifying the action in the list of actions.

  3. Select Initiate Conflict Check as Apex Class.

  4. Enter the field name for the Search Term field.

  5. Optionally, click Add Row, and select Description field. Provide a description for identifying the Conflict Check later.

  6. Optionally, click Add Row, and select Matter ID field. Select the Matter ID as the reference field from the field picker dialog.

  7.  Click Save.

Invoking a Conflict Check Via Code

The following Apex method can be used to initiate a new Conflict Check via custom coding. Please be aware this method requires knowledge of Force.com best practices and as always we suggest testing your code in the Sandbox.

Syntax:

ConflictSearchService.executeSearch(

    @searchTerm [,

    @description,

    @matterId ]

);


Parameters:
@searchTerm
Required. The Search Term value for which Conflict Check should be initiated for.

@description
Optional. The Description for identifying the Conflict Check internally.

@matterId
Optional. The Matter ID we want to associate the Conflict Check with.


Result:

success
Will be either TRUE or FALSE

result
A confirmation text of completion OR error text if the process is halted by an unexpected error.

Example:
ConflictSearchService.executeSearch(
   '(John OR Jane) AND Smith'
);

OR

ConflictSearchService.executeSearch(
   '(John OR Jane) AND Smith',
   'John Smith Injury'
);

OR

ConflictSearchService.executeSearch(
   '(John OR Jane) AND Smith',
   'John Smith Injury',
   'a0Z1J00000DOEcvUAH'
);