how to transfer legal request from one department to other department

Tahir Ahmed · ‎07-07-2023

I have a requirement where I have to transfer a legal request from one department (practice area) to another department (practice area).

I am able to transfer request from one department to another but request turns in a Matter, that's not my objective. when a request is transferred, I want it to go to another department as a request not matter.

can anyone help me out?

Ravi Chandra_K · ‎07-13-2023

is your Instance in Utah version @Tahir Ahmed

the approach you are asking is only possible in Utah version.

Please hit the thumb and Mark as correct based on Impact!!

Kind Regards,

Ravi Chandra

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Gaurav Diwanji · ‎07-13-2023

Please see screenshots from Out-of-the-box behavior (as a legal fulfiller persona or an admin persona).

If you are not seeing the same behavior in your instance, please proceed to create a support case to debug the behavior.

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Tahir Ahmed · ‎07-14-2023

No, I don't have Utah release, maybe this is the reason. Let me upgrade my instance I'll let you know. Thanks!