In this article, you will learn how to set up Related Matters. For a more detailed explanation on using the function itself, please see Related Matters.
You will firstly want to navigate to:
Admin > Workflow > Action Types > [Open one of the types] > Related Actions
Click on Add Related Action Type to specify a matter type to relate to the matter type you are currently editing. Once you save, you will then be able to specify which parties should be automatically copied across when you create new related matters of this type. For example the 'Prospect' party in the prospect action type could be copied across as the 'Client' party in the 'General Litigation' matter type. You can do similar mapping of custom data elements if required.
Relating Matters to Steps
You may want to allow for related matters to be created at certain steps within the workflow. If so, edit the step in the Action Type Editor within the Admin menu and click on the Related Actions button to set this up.
Syncing Custom Data between Related Matters
The mapping that you do above will be applied when you create a new matter from an existing matter. You can choose to have this data populated at the time that the related matter is created and then, from that time, be independent. Alternatively, you can have your data linked so that if you update the custom data in one matter it will update the custom data in the related matter.
To enable this, you need to change a setting within the data collection in your Action Type. Open your Action Type and click on Custom Data from the menu on the left. Now click on the edit button for the data collection that has data fields mapped across to another Action Type.
Make sure that Share with related Actions is ticked and click the Save button to confirm changes.
This will mean that any time you update data fields from this data collection, it will also update data fields for a related matter, if this setting is enabled.
This is a one-way link. If you would like it so that updating either data collection will update the other then you must follow the same steps for the other data collection in the other Action Type.