Create an assignment rule for an intake form to assign the associated legal request or matter to a user or group.

Before you begin

Role required: sn_lg_ops.legal_config or sn_lg_matter.matter_config

Procedure

  1. Navigate to All > Legal Administration > Practice Areas.
  2. Open the intake form from the Intake Form related list.
  3. In the Assignment Rules related list, click New.
  4. On the form, fill in the fields.
    Table 1. Assignment Rule form
    Field Description
    Name Unique name of the assignment rule.
    Active Option for marking the assignment rule active.

    A legal request is assigned to a group or user based on active assignment rules only.
    Applies To tab
    Table Name of the table to which the assignment rule applies.
    Conditions Conditions under which the assignment rule applies.

    For example, to apply a rule when a legal request is submitted in a Privacy category, you would enter the following condition:

    [Category][is][Privacy].
    Assign To tab
    User User to whom the legal request is assigned.
    Group User group to which the legal request is assigned.
  5. Click Submit.

Result

An assignment rule with conditions is created. Any legal request or matter that meets the rule's conditions is assigned to the specified group or user.