Enable transfer of a legal request

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

Before you begin

Role required: admin

About this task

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.

Procedure

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.