Other Matter Features

The following optional features are available for use when working in-context with specific Matters.

1. Participation Map

The Participation Map graphically explores the relationship a Matter's Participants might share to other Matters. For example, a particular Expert on the underlying case may appear on other Matters, with or without the same role.

Please see this article for more details regarding the Participation Map.

The Participation Map can also be viewed from the perspective of a specific Account, Contact or User.

2. Matter Hierarchy

The Matter Hierarchy quickly displays a Matter's parent and child relationships to other Matters in your organization. Matter relationships are a result of the assignment of a Parent Matter on the Matter's page layout or by creating Cross Reference Matters. 

Please see this article for more details regarding the Participation Map.

The Matter Search component allows users to search all information related to a particular Matter, within the context of the Matter. Options allow the user to "fine-tune" the results by searching specifically designated related information.

Please see this article for more details regarding the Matter Search feature.

4. Timeline

The Matter Timeline displays a consolidated list of Matter related information from several areas of the application. The list is especially helpful for visualizing and managing a comprehensive list of chronological data from a single view, in context with a specific Matter. 

Please see this article for an overview of the Matter Timeline.

4.1. Timeline Visualforce Panel

The Timeline Visualforce panel is designed for use on the Matter page layout and will display a chronological list of records related to the underlying Matter. In addition to the list view, the Timeline can also be viewed graphically, displaying a high-level synopsis of activity

Please see this article for more details regarding the Timeline Visualforce panel.

4.2. Timeline Lightning Component

The Timeline Lightning component is designed for multiple purposes and can be used as a component docked on the Matter Lightning record page or on the Focus Matters page in the Lightning Experience.

Please see this article for more details regarding the Timeline Lightning component.

5. At a Glance

At a Glance is an optional Matter dashboard with up to four charts per record type. The dashboard can be added to any Matter page layout. Analytics are delivered in real-time or in optional snapshot mode. Charts in the dashboard are fully interactive with the ability to easily drill into the report data for further analysis or editing.

Please see this article for more details regarding the At a Glance dashboard.