Legal Components
This guide provides information about the OOTB rules related to the Legal Components module.
Time Entry - Time Period (TIMP)
| Object | Object Name | Unique Key | Rule Name | Rule Description | Rule Type | Trigger |
|---|---|---|---|---|---|---|
| TIMP | Time Entry - Time Period | EndDateCannotbeBeforeStartDateCreate | End Date Cannot be Before Start Date - Create - SYS | This rule prevents the End Date from being earlier than the Start Date during record creation. It ensures logical and chronological consistency in date ranges. | Validation | Create |
| TIMP | Time Entry - Time Period | EndDateCannotbeBeforeStartDateUpdate | End Date Cannot be Before Start Date - Update - SYS | This rule prevents the End Date from being updated to a date earlier than the Start Date. It ensures date ranges remain logically aligned. | Validation | Update |
| TIMP | Time Entry - Time Period | StartDateAndEndDateAreUniqueCreate | Start Date And End Date Are Unique - Create - SYS | This rule ensures that the combination of Start Date and End Date is unique during record creation. It prevents duplicate date range configurations. | Validation | Create |
| TIMP | Time Entry - Time Period | StartDateAndEndDateAreUniqueUpdate | Start Date And End Date Are Unique - Update - SYS | This rule ensures that the combination of Start Date and End Date remains unique when updating a record. It prevents overlapping or duplicate date ranges. | Validation | Update |
Time Entry Settings (TIMS)
| Object | Object Name | Unique Key | Rule Name | Rule Description | Rule Type | Trigger |
|---|---|---|---|---|---|---|
| TIMS | Time Entry Settings | BdcColDispWidthTotalCannotBeGreaterThan100Update | Bdc Column Display Width Total Cannot Be Greater Than 100 - Update - SYS | This rule ensures that the total display width of BDC columns does not exceed 100 when updating settings. It maintains proper layout configuration limits. | Validation | Update |
| TIMS | Time Entry Settings | CannotAddDuplicateTimekeeperUpdate | Cannot Add Duplicate Timekeeper - Update - SYS | This rule prevents adding a duplicate Timekeeper during an update. It ensures that each Timekeeper entry remains unique within the configuration. | Validation | Update |
| TIMS | Time Entry Settings | CannotDeletePrePopulatedBDCSetting | Cannot Delete Pre Populated BDC Setting - SYS | This rule prevents deletion of pre-populated BDC settings. It ensures that required system-defined configurations remain intact. | Validation | Update |
| TIMS | Time Entry Settings | DaysPerWeekHasToBeBetween5and7Days | Days Per Week Has To Be Between 5 and 7 Days - SYS | This rule ensures that the Days Per Week value entered is between 5 and 7. It validates that the configuration falls within acceptable operational limits. | Validation | Update |
Appointments (APPT)
| Object | Object Name | Unique Key | Rule Name | Rule Description | Rule Type | Trigger |
|---|---|---|---|---|---|---|
| APPT | Appointments | DeleteKeyDateD | Delete Key Date - Delete | This rule deletes the key date when the record changes when an appointment is removed, keeping key-date information consistent. | Custom Action | Delete |
| APPT | Appointments | DeleteKeyDateU | Delete Key Date - Update | This rule deletes the key date when the record changes when the appointment is excluded from the timeline, ensuring outdated key dates are removed. | Custom Action | Update |
| APPT | Appointments | UpdateKeyDate | Update Key Date | This rule updates the related key date when the record changes when appointment details change, ensuring the timeline reflects current information. | Custom Action | Update |
Invoices (INVC)
| Object | Object Name | Unique Key | Rule Name | Rule Description | Rule Type | Trigger |
|---|---|---|---|---|---|---|
| INVC | Invoices | IVAF | Validate Fields GOTO General | This rule validates VAT/IVA requirements for fee line items. | Wizard Action | None |
| INVC | Invoices | SetInvoiceProjectForElectronicInvoice | Set Invoice Project For Electronic Invoice - SYS | This rule sets project on electronic invoices based on mapping. | Custom Action | Create |
| INVC | Invoices | SetInvoiceProjectToLineItemsOnCreate | Set Invoice Project To Line Items - Create - SYS | This rule assigns project to line items on creation. | Custom Action | Create |
| INVC | Invoices | SetInvoiceProjectToLineItemsOnPost | Set Invoice Project To Line Items - Post - SYS | This rule assigns project to line items during posting. | Custom Action | Post |
| INVC | Invoices | SetInvoiceProjectToLineItemsOnUpdate | Set Invoice Project To Line Items - Update - SYS | This rule ensures project stays synced at line level during update. | Custom Action | Update |
| INVC | Invoices | TotAmtOnCheckCannotBeNegativeOnCreate | Total Amount on Check cannot be a negative number - Create - SYS | This rule prevents negative invoice totals at creation. | Validation | Create |
| INVC | Invoices | TotAmtOnCheckCannotBeNegativeOnUpdate | Total Amount on Check cannot be a negative number - Update - SYS | This rule prevents negative totals during update. | Validation | Update |
| INVC | Invoices | WithHoldAmtCannotBeNegativeOnCreate | Withholding Amount cannot be a negative number - Create - SYS | This rule prevents negative withholding amounts on create. | Validation | Create |
| INVC | Invoices | WithHoldAmtCannotBeNegativeOnUpd | Withholding Amount cannot be a negative number - Update - SYS | This rule prevents negative withholding during update. | Validation | Update |
| INVC | Invoice | PopulatingSentToAPOnCreate | Can not populate 'Sent To AP' field if 'Ready to Send to AP' is not checked - Create - SYS | This rule sets SentToAP flag when invoice is created. | Validation | Create |
| INVC | Invoice | PopulatingSentToAPOnUpdate | Can not populate 'Sent To AP' field if 'Ready to Send to AP' is not checked - Update - SYS | This rule updates SentToAP flag on invoice updates. | Validation | Update |
| INVC | Invoice | RequireMatterWhenMatterTypeSet | Require Matter When 'MatterType' Set - SYS | This rule enforces matter selection when a matter type is used. | Validation | Create |
Tasks (TASK)
| Object | Object Name | Unique Key | Rule Name | Rule Description | Rule Type | Trigger |
|---|---|---|---|---|---|---|
| TASK | Tasks | ActivityItemIsRequiredCreate | Activity Item Is Required - Create - SYS | This rule ensures users enter an Activity Item when creating a task or time entry. | Validation | Create |
| TASK | Tasks | ActivityItemIsRequiredUpdate | Activity Item Is Required - Update - SYS | This rule blocks updates if the Activity Item is removed or left blank. | Validation | Update |
| TASK | Tasks | ActualHoursIsRequiredCreate | Actual Hours Is Required - Create - SYS | This rule prevents empty time entries by requiring actual hours during creation. | Validation | Create |
| TASK | Tasks | ActualHoursIsRequiredUpdate | Actual Hours Is Required - Update - SYS | This rule ensures time entries remain valid when users edit them. | Validation | Update |
| TASK | Tasks | CantCreateTaskWhenTimePeriodIsNotOpen | Can't Create Task When Time Period Is Not Open - SYS | This rule prevents users from creating tasks when the associated time period is closed. | Validation | Create |
| TASK | Tasks | CantDeleteTaskWhenTimePeriodIsNotOpen | Can't Delete Task When Time Period Is Not Open - SYS | This rule blocks task deletion when the associated time period is locked or closed. | Security | Delete |
| TASK | Tasks | CantUpdateTaskWhenTimePeriodIsNotOpen | Can't Update Task When Time Period Is Not Open - SYS | This rule prevents users from updating tasks linked to closed time periods. | Validation | Update |
| TASK | Tasks | CantVoidTaskWhenTimePeriodIsNotOpen | Can't Void Task When Time Period Is Not Open - SYS | This rule prevents users from voiding or invalidating tasks after the time period is closed. | Validation | Void |
| TASK | Tasks | CompletedOnIsRequiredCreate | Completed On Is Required - Create - SYS | This rule requires users to enter a Completed On date and time for completed tasks during creation. | Validation | Create |
| TASK | Tasks | CompletedOnIsRequiredUpdate | Completed On Is Required - Update - SYS | This rule ensures completed tasks contain valid date information during updates. | Validation | Update |
| TASK | Tasks | CreateKeyDateC | Create Key Date - Create | This rule creates a Key Date entry automatically when a record is created. | Custom Action | Create |
| TASK | Tasks | CreateKeyDateU | Create Key Date - Update | This rule creates or updates a Key Date entry when specific fields change. | Custom Action | Update |
| TASK | Tasks | DeadlineIdNotEditableUpdate | DeadlineIdNotEditable - Update | This rule prevents users from modifying the Deadline ID when updating the record. | Validation | Update |
| TASK | Tasks | DeadlineIdValidateUnique | DeadlineIdValidateUnique | This rule checks for existing Deadline IDs during create or update and blocks duplicates. | Custom Action | Create, Update |
| TASK | Tasks | DeleteKeyDateD | Delete Key Date - Delete | This rule removes the corresponding Key Date entry when a record is deleted. | Custom Action | Delete |
| TASK | Tasks | DeleteKeyDateU | Delete Key Date - Update | This rule removes the associated Key Date entry when certain fields such as phase or status change. | Custom Action | Update |
| TASK | Tasks | MatterIsRequiredCreate | Matter Is Required - Create - SYS | This rule requires users to select a Matter before creating a task. | Validation | Create |
| TASK | Tasks | MatterIsRequiredUpdate | Matter Is Required - Update - SYS | This rule blocks updates when the Matter field is cleared or becomes invalid. | Validation | Update |
| TASK | Tasks | ProjectRequiredForTask | Project Required For Tasks | This rule prevents task creation or update when the Project field is null. | Validation | Create |
| TASK | Tasks | TaskCreateActualsAccountsOnPost | Create Task Actuals on Post | This rule generates Actuals records linked to accounts when the task is posted. | Custom Action | Post |
| TASK | Tasks | TaskForceSyncButtonCustomActionClass | Sync To Outlook | This rule synchronizes the task with external data sources such as budgets, accounts, or timekeeping systems. | Custom Action | User Invoke |
| TASK | Tasks | TaskRuleValidateMatterBudget | Task Rule Validate Matter Budget | This rule blocks task creation or update when the task exceeds available budget or violates budget rules. | Validation | Create, Update |
| TASK | Tasks | TaskRuleValidateRequiredRights | Task Rule Validate Required Rights | This rule ensures only authorized users can create or update tasks. | Validation | Create, Update |
| TASK | Tasks | UpdateKeyDate | Update Key Date | This rule updates Key Date entries automatically when key fields change. | Custom Action | Update |
Contact (CONT)
| Object | Object Name | Unique Key | Rule Name | Rule Description | Rule Type | Trigger |
|---|---|---|---|---|---|---|
| CONT | Contact | AccountsNameUpdateOnContactNameUpdate | Accounts Name Update On Contact Name - Update - SYS | This rule ensures that when a contact's name is updated (e.g., first name, last name, full name), the associated Accounts record in TeamConnect is automatically updated to keep names consistent across modules. | Custom Action | Update |
| CONT | Contact | AllEmpAndOcsMustHaveEmailOnCreate | All employees and outside counsels should have email address in their contacts - Create - SYS | This rule validates that all Employee and Outside Counsel (OC) contacts must have an email address when the record is created. Blocks creation if the email field is missing. | Validation | Create |
| CONT | Contact | AllEmpAndOcsMustHaveEmailOnUpdate | All employees and outside counsels should have email address in their contacts - Update - SYS | This rule requires that Employee and Outside Counsel contact records must have a valid email address during updates. Prevents saving the update if the email is blank or removed. | Validation | Update |
| CONT | Contact | CntExtAttShouldBeAPersonOnCreate | Contact with 'External Attorney' category should be a Person - Create - SYS | This rule validates that an External Attorney contact created must be of type Person, not Organization. | Validation | Create |
| CONT | Contact | CntExtAttShouldBeAPersonOnUpdate | Contact with 'External Attorney' category should be a Person - Update - SYS | This rule validates during update that an External Attorney contact remains a Person-type contact. | Validation | Update |
| CONT | Contact | ContactInvolvedInOpenMatterCannotBeDeleted | Contact Involved In Open Matter Cannot Be Deleted - SYS | This rule prevents deletion of a contact that is currently involved in an open matter in TeamConnect. | Security | Delete |
| CONT | Contact | PersonContactReqFirstLastNameOnCreate | Person contact should have a First Name and a Last Name - Create - SYS | This rule requires First Name and Last Name fields when creating a Person contact. | Validation | Create |
| CONT | Contact | PersonContactReqFirstLastNameOnUpdate | Person contact should have a First Name and a Last Name - Update - SYS | This rule requires First Name and Last Name fields when updating a Person contact. | Validation | Update |
| CONT | Contact | UsersAllowedToCreateExternalAttorneyLawFirms | Only certain users can create contacts of type External Attorney or External Law Firm - SYS | This rule restricts creation of External Attorney law firms to permitted user roles only. | Validation | Firm |
| CONT | Contact | UsersAllowedToUpdateExternalAttorneyLawFirms | Only certain users can update contacts of type External Attorney or External Law Firm - SYS | This rule restricts updates to External Attorney law firms to authorized user roles only. | Validation | Firm |