Add allegations in the involved parties
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04-09-2024 05:00 AM
Hi All,
How to add Allegations in the involved Party. Please help me

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04-09-2024 05:22 AM
Hi @sri001 ,
- Navigate to All > Legal Request > Legal Counsel Center.
- Open a legal matter assigned to you in which you want to add an allegation record.
- In the Allegations tab, add or modify an allegation record.
- To add an allegation record, click New.
- To modify an existing an allegation record, open an allegation record from the list.
- On the form, fill in the fields.
Allegation form Field Description Allegation type Type of the allegation. Allegation subtype Subtype of the selected allegation type. Description Detailed information about the allegation. - Save the allegation record.
- Save an allegation record by clicking Save.
- Save the changes to an existing allegation record by clicking Update.
The Subjects of Allegation tab appears. - Associate the allegation to an involved party.
- In the Subjects of Allegation tab, click Add.
- On the Add Involved Party dialog box, select an involved party from the list.
Note: An involved party of type Subject of Allegation can only be associated with an allegation record.
- Click Add.
The selected involved party is listed in the Subjects of Allegation tab.

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04-09-2024 05:23 AM
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04-09-2024 05:31 AM
@Community Alums the above steps are not working. I would like to bring allegation recorded under the involved party form. please help me 🙂

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04-09-2024 08:51 PM
Hi @sri001 ,
You will need to create a Relation in the relationship table then , that would be cistomized.
You can't do it OOTB.