Add allegations in the involved parties

sri001
Tera Expert

Hi All,

How to add Allegations in the involved Party. Please help me 

 

sri001_0-1712663993090.png

 

5 REPLIES 5

Community Alums
Not applicable

Hi @sri001 ,

  1. Navigate to All > Legal Request > Legal Counsel Center.
  2. Open a legal matter assigned to you in which you want to add an allegation record.
  3. 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.
  4. 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.
  5. 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.
  6. Associate the allegation to an involved party.
    1. In the Subjects of Allegation tab, click Add.
    2. 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.
    3. Click Add.
    The selected involved party is listed in the Subjects of Allegation tab.

Community Alums
Not applicable

sri001
Tera Expert

@Community Alums the above steps are not working. I would like to bring allegation recorded under the involved party form. please help me 🙂

 

Community Alums
Not applicable

Hi @sri001 ,

You will need to create a Relation in the relationship table then , that would be cistomized.

You can't do it OOTB.