Enable transfer of a legal request

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

    • As a admin, configure business rule to enable transfer of general legal request to contract practice area.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    The business rule should be configured only if you have custom record producer that will be used to generate a contract request. For information on how to create a custom record producer, see Create or modify a record producer for legal services through Classic environment and Create or modify a record producer for legal services through Catalog Builder.

    Procedimento

    1. Navigate to All > System Definition > Business Rules.
    2. Open the Initializing Legal Contract business rule.
    3. In the When to run tab, add a new OR condition for the custom record producer.
      1. Set the following filter condition: [Category][is][<record-producer>].
      2. Select AND.
      3. Set the following filter condition: [Questions][<record-producer>][<mandatory-question>][is not empty].
    4. Select Update to save the business rule.