Legal Service Delivery (LSD): "Create Matter" UI Action not appearing for specific categories
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2 hours ago - last edited 2 hours ago
Hi Everyone,
I am encountering an issue with Legal Service Delivery (LSD) where the "Create Matter" UI Action is not visible on a Legal Request record.
Here is my current setup & scenario:
I have a Legal Request under the Digital Forensics category (which has both a Request and Matter record producer configured).
I submitted the request and transitioned its state to Assigned and then Work in Progress.
Despite the request being active and in progress, the "Create Matter" UI Action is not appearing on the form.
What I'm trying to understand:
How does the visibility condition for the "Create Matter" UI Action work across different Legal Request categories?
Why does it show for some categories but not for others like Digital Forensics?
Are there specific conditions, ACLs, Legal Practice Area configurations, or script includes that dictate when this button becomes available?
****
- I had the sn_lg_ops_fulfiller role
- Check with admin
- Member of the assignment group
- Check via Native and Legal Counsel Workspace
Has anyone faced a similar issue or knows what configuration might be hiding the UI action? Any advice or pointers would be greatly appreciated!
Thanks in advance!
