Collaborati Spend Management (CSM)
This guide provides information about the OOTB rules related to the Collaborati Spend Management module.
CSM Settings (CSM$)
| Object | Object Name | Unique Key | Rule Name | Description | Rule Type | Triggers |
|---|---|---|---|---|---|---|
| CSM$ | CSM Settings | ValidateFromToDateCreate | Validate From To Date - Create | This rule validates that the “From” date is earlier than the “To” date when creating a record. | Validation | Create |
| CSM$ | CSM Settings | ValidateFromToDateUpdate | Validate From To Date - Update | This rule validates that the “From” date is earlier than the “To” date when updating a record. | Validation | Update |
| CSM$ | CSM Settings | CreateMatterFieldMappingsOnCreate | CSM - Create Matter Field Mappings On Create | This rule creates matter‑field mapping records when a matter is created. These records are used for information sharing with Collaborati. | Custom Action | Create |
| CSM$ | CSM Settings | DeleteMatterFieldMappingsOnDelete | CSM - Delete Matter Field Mappings On Delete | This rule deletes related matter‑field mappings when the source record is removed. | Custom Action | Delete |
| CSM$ | CSM Settings | SetSynchronizeMatterListOnCreate | CSM - Set Synchronize Matter List on Create | This rule triggers matter‑list synchronization when a matter is created. | Custom Action | Create |
| CSM$ | CSM Settings | SetSynchronizeMatterListOnDelete | CSM - Set Synchronize Matter List on Delete | This rule synchronizes the matter list when a matter is deleted. | Custom Action | Delete |
| CSM$ | CSM Settings | SetSynchronizeMatterListOnUpdate | CSM - Set Synchronize Matter List on Update | This rule synchronizes matter lists when a matter or dependent field is updated. | Custom Action | Update |
| CSM$ | CSM Settings | UpdateMatterFieldMappingsOnUpdate | CSM - Update Matter Field Mappings On Update | This rule updates or refreshes matter‑field mappings after a matter is modified. | Custom Action | Update |
| CSM$ | CSM Settings | SetSyncTimekeeperDefaultContactOnUpdate | CSM - Set Synchronize Timekeeper Default Contact Action On Update | This rule updates and synchronizes default timekeeper contacts during record updates. | Custom Action | Update |
| CSM$ | CSM Settings | CSMPropagateClientAppealsSettingsToVendors | CSM Propagate Client Appeals Settings To Vendors | This rule pushes client appeals settings to vendor records. | Custom Action | Update |
| CSM$ | CSM Settings | CreateCSMSyncControl | CSM - Create CSM Sync Control | This rule creates synchronization‑control records for CSM processes. | Custom Action | Create |
| CSM$ | CSM Settings | DenyClientIDUpdateIfVendorsExist | Deny Client ID Update If Offices Exist | This rule prevents changing the client ID when associated vendors already exist. | Validation | Update |
| CSM$ | CSM Settings | DenyDuplicateInvoiceFieldMapping | CSM - Deny Duplicate Invoice Field Mapping | This rule prevents duplicate invoice‑field mapping records. | Custom Action | Update |
| CSM$ | CSM Settings | DenyDuplicateMatterFieldMapping | CSM - Deny Duplicate Matter Field Mapping | This rule prevents duplicate matter‑field mapping records. | Custom Action | Update |
| CSM$ | CSM Settings | DenyPaymentFieldWithDefaultValueDefined | CSM - Deny Payment Field With Default Value Defined | This rule blocks using a payment field in configuration when the field has a default value. | Custom Action | Update |
| CSM$ | CSM Settings | DetectOverlappingRangesForDefaultRatesOnUpdate | CSM - Detect Overlapping Ranges For Default Rates On Update | This rule checks for overlapping rate ranges during updates. | Custom Action | Update |
| CSM$ | CSM Settings | EbillingRolesCustomActionValidateRoles | CSM - E-Billing Roles Custom Action - Validate E-Billing Roles | This rule validates eBilling roles when a custom action runs. | Custom Action | Update |
| CSM$ | CSM Settings | EncryptOfficeAccountAndRoutingNumbers | CSM - Encrypt Office Account and Routing Numbers | This rule encrypts office account and routing numbers before storage. | Custom Action | Update |
| CSM$ | CSM Settings | IsCollaboratiConnectionErrorEBSV | Is there a Collaborati connection error? | This rule validates whether a Collaborati error is an expected system error. | Validation | Update |
| CSM$ | CSM Settings | NoBudgetRequestMatterCurrencyMappingSelected | CSM - No Budget Request Matter Currency Mapping Selected | This rule ensures a matter‑currency mapping is selected for budget requests. | Validation | Update |
| CSM$ | CSM Settings | NoInvoiceMappingSelected | CSM - No Invoice Mapping Selected | This rule ensures an invoice mapping is configured when required. | Validation | Update |
| CSM$ | CSM Settings | NoMatterNotesMappingSelected | CSM - No Matter Notes Mapping Selected | This rule ensures matter‑notes mapping is selected if the feature is enabled. | Validation | Update |
| CSM$ | CSM Settings | NoMatterNumberMappingSelected | CSM - No Matter Number Mapping Selected | This rule ensures matter‑number mapping is defined before saving. | Validation | Update |
| CSM$ | CSM Settings | NoPaymentMappingSelected | CSM - No Payment Mapping Selected | This rule ensures a payment mapping configuration exists. | Validation | Update |
| CSM$ | CSM Settings | NoTenderRequestMatterCurrencyMappingSelected | CSM - No Tender Request Matter Currency Mapping Selected | This rule requires a matter‑currency mapping for tender requests. | Validation | Update |
| CSM$ | CSM Settings | PositiveClosedMatterDays | CSM - Closed Matter Days Must Be Greater Than Zero | This rule ensures closed‑matter days contain a positive number. | Validation | Update |
| CSM$ | CSM Settings | PriorDueDateNotificationRequiredIfEmailReminderOn | CSM - Prior Due Date Notification Is Required If Email Reminder Is On | This rule requires a prior due‑date notification if email reminders are enabled. | Validation | Update |
| CSM$ | CSM Settings | ProxyHostNameRequired | CSM - Proxy Host Name Required | This rule prevents saving if the proxy hostname is missing. | Validation | Update |
| CSM$ | CSM Settings | ProxyPortRequired | CSM - Proxy Port Required | This rule prevents saving if the proxy port is not specified. | Validation | Update |
| CSM$ | CSM Settings | ProxyUsernameRequired | CSM - Proxy Username Required | This rule requires a proxy username when proxy authentication is enabled. | Validation | Update |
| CSM$ | CSM Settings | SAVEPASSWORD | CSM - Save Password | This rule saves or validates the password used to connect to the Collaborati API securely during processing. | Custom Action | Update |
| CSM$ | CSM Settings | SaveTimekeeperAuthorization | CSM - SaveTimekeeperAuthorization | This rule saves authorization‑related information for timekeepers. | Custom Action | Update |
| CSM$ | CSM Settings | TKMatchingFieldCanNotBeNullOnUpdate | CSM - TKMatchingField can not be null when the checkbox is checked on Update | This rule ensures timekeeper matching fields are not null during updates. | Validation | Update |
| CSM$ | CSM Settings | ValidateBudgetRequestDueDateOffset | CSM - Validate Budget Request Due Date Offset | This rule validates that budget request due‑date offsets are configured correctly. | Validation | Update |
| CSM$ | CSM Settings | ValidateBudgetRequestPriorDueDateNotification | CSM - Validate Budget Request Prior Due Date Notification | This rule validates prior‑due notifications for budget requests. | Validation | Update |
| CSM$ | CSM Settings | ValidateTenderRequestDueDateOffset | CSM - Validate Tender Request Due Date Offset | This rule validates tender‑request due‑date offsets. | Validation | Update |
| CSM$ | CSM Settings | ValidateTenderRequestPriorDueDateNotification | CSM - Validate Tender Request Prior Due Date Notification | This rule validates prior‑due notifications for tender requests. | Validation | Update |
| CSM$ | CSM Settings | ValidateTenderResubmissionIsPositive | CSM - Validate Tender Resubmission Is Positive | This rule ensures tender‑resubmission values are positive. | Validation | Update |
| CSM$ | CSM Settings | setSyncAllMattersOnClosedMatterSettingsChange | CSM - Set Sync All Matters On Closed Matter Setting Changed | This rule synchronizes all matters when closed‑matter settings change. | Custom Action | Update |
| CSM$ | CSM Settings | syncAllBudgetsOnSettingsChange | CSM - Sync All Budgets on Settings Change | This rule synchronizes all budgets after related settings are updated. | Custom Action | Update |
| CSM$ | CSM Settings | syncAllMattersOnSettingsChange | Sync all Matters on Settings Changes | This rule triggers full matter synchronization when configuration settings change. | Custom Action | Update |
| CSM$ | CSM Settings | syncAllRatesOnSettingsChange | CSM - Sync all Rates on Settings Changes | Custom Action | Update | |
| CSM$ | CSM Settings | updateTimekeeperDEIInfoOnSettingChange | CSM - Update Timekeeper DEI Info on Setting Change | This rule synchronizes Timekeeper diversity information if the settings for tracking this information are changed. | Custom Action | Update |
Matter Field Mapping (MFM$)
| Object | Object Name | Unique Key | Rule Name | Description | Rule Type | Triggers |
|---|---|---|---|---|---|---|
| MFM$ | Matter Field Mapping | IsMappingInfoPopulatedWhenEnabled | Is Mapping Info Populated When Enabled | This rule checks that mapping information is complete when the mapping feature is enabled. | Validation | Update |
| MFM$ | Matter Field Mapping | CSMRaiseFlagsWhenMatterFieldMappingsChanged | CSM - RaiseFlagsWhenMatterFieldMappingsChanged | This rule raises flags in CSM when matter‑field mappings change so that they can be synced to Collaborati. | Custom Action | Update |
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