Reconfigure forms to use new components

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • As an administrator, after installing Legal Content Review reconfigure forms to use the new content review record producer, catalog category, and content taxonomy.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    The content review request, that was part of Legal Request Management, has been moved to a new application Legal Content Review. With the new application, new content review components are available for Legal Content Review. You can reconfigure the intake forms to use the new content review record producer, catalog category, and content taxonomy depending on the following points.
    • If you use the new content review components, you must redo any customizations you made to the previous forms.
    • The previous content review components won’t be enhanced for new functionalities.

    Procedimento

    1. Reconfigure the Intake Form Content Review.
      1. In the navigation filter, enter sn_lg_ops_category.list.
      2. From the list, select Legal Content Review.
      3. In the Request record producer field, select the Lookup using list icon (Lookup using list icon)
      4. If you aren’t able to edit the form in the current application scope, select the word here in the message at the top of the page.
      5. In the record producers list, select the Show/hide filter icon (Show/hide filter icon).
      6. In the choose field field, select Application.
      7. In the condition field, select is if it is not displayed.
      8. Enter Legal Content Review in the text box.
      9. Select the Run button.
      10. Select Content Review from the list of record producers that belong to the Legal Content Review application.
      11. Select Update.
    2. Reconfigure the catalog item for Catalog item categories.
      1. In the navigation filter, enter sc_cat_item_category.list.
      2. In the Catalog item categories list, locate Content Review and select the Preview this record icon (Preview this record icon).
      3. Select Open Record.
      4. In the Catalog item field, select the Lookup using list icon (Lookup using list icon).
        If you are unable to edit the record, select here in the access message at the top of the form.
      5. In the catalog items list, select the show/hide filter icon (Show/hide filter icon).
      6. In the choose field field, select Application.
      7. In the condition field, select is if it is not already displayed.
      8. Enter Legal Content Review in the text box.
      9. Select the Run button.
      10. Select Content Review from the list of catalog items that belong to the Legal Content Review application.
      11. Select Update.
    3. Reconfigure the catalog item for Connected Content.
      1. In the navigation filter, enter m2m_connected_content.list.
        The Connected Content Catalog Item: Content Review form is displayed.
      2. In the Catalog item field, select the Lookup using list icon (Lookup using list icon).
      3. In the catalog items list, select the show/hide filter icon (Show/hide filter icon).
      4. In the choose field field, select Application.
      5. In the condition field, select is if it is not displayed.
      6. Enter Legal Content Review in the text box.
      7. Select the Run button.
      8. Select Content Review from the list of record producers that belong to the Legal Content Review application.
      9. Select Update.