Assignment rule to automatically assign legal requests or matters
Create an assignment rule for an intake form to assign the associated legal request or matter to a user or group.
Before you begin
Role required: sn_lg_ops.legal_config or sn_lg_matter.matter_config
Procedure
Navigate to All > Legal Administration > Practice Areas.
Open the intake form from the Intake Form related list.
In the Assignment Rules related list, click New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Unique name of the assignment rule. |
| Active | Option for marking the assignment rule active.A legal request is assigned to a group or user based on active assignment rules only. |
| Applies To tab | |
| Table | Name of the table to which the assignment rule applies. |
| Conditions | Conditions under which the assignment rule applies. For example, to apply a rule when a legal request is submitted in a Privacy category, you would enter the following condition: [Category][is][Privacy]. |
| Assign To tab | |
| User | User to whom the legal request is assigned. |
| Group | User group to which the legal request is assigned. |
- Click Submit.
Result
An assignment rule with conditions is created. Any legal request or matter that meets the rule's conditions is assigned to the specified group or user.