Service of Process (SOP)

Service of Process - CSC (CSC$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Triggers
CSC$	Service of Process - CSC	SOPCreateMatterOnPhaseChange	SOP - Create matter on phase change	This rule creates a Matter when the phase changes to keep the originating record and its Matter in sync.	Custom Action	Phase Change
CSC$	Service of Process - CSC	SOPNameIsRequired	SOP (Validation) - Name is required	This rule prevents saving when a record is created if the Name field is empty (when the record is not auto‑generated).	Validation	Create
CSC$	Service of Process - CSC	SOPNameIsRequiredUpdate	SOP (Validation) - Name is required (update)	This rule prevents saving when a record is updated if the Name field is empty (when the record is not auto‑generated).	Validation	Update
CSC$	Service of Process - CSC	SOPRecordMustbe60DaysOldtoDelete	SOP - Record must be 60 days old to delete	This rule prevents deletion of records created within the last 60 days to enforce the retention policy.	Security	Delete
CSC$	Service of Process - CSC	SOPSendEmailIfAnswerDue	SOP - Send email if answer due	This rule sends a reminder email when a record is created when an answer due date is approaching or missing to prompt timely follow‑up.	Custom Action	Create

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Triggers
CTC$	Service of Process - CT Corp	SOPCreateMatterOnPhaseChange	SOP - Create matter on phase change	This rule creates a Matter when the phase changes to keep the originating record and its Matter in sync.	Custom Action	Phase Change
CTC$	Service of Process - CT Corp	SOPNameIsRequired	SOP (Validation) - Name is Required	This rule prevents saving when a record is created if the Name field is empty (when the record is not auto‑generated).	Validation	Create
CTC$	Service of Process - CT Corp	SOPNameIsRequiredUpdate	SOP (Validation) - Name is Required (update)	This rule prevents saving when a record is updated if the Name field is empty (when the record is not auto‑generated).	Validation	Update
CTC$	Service of Process - CT Corp	SOPRecordMustbe60DaysOldtoDelete	SOP - Record must be 60 days old to delete	This rule prevents deletion of records created within the last 60 days to enforce the retention policy.	Security	Delete
CTC$	Service of Process - CT Corp	SOPSendEmailIfAnswerDue	SOP - Send email if answer due	This rule sends a reminder email when a record is created when an answer due date is approaching or missing to prompt timely follow‑up.	Custom Action	Create

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Triggers
SOP$	SOP Settings	SOPSavePassword	SOP - Save Password	This rule saves passwords securely when SOP records are updated. It ensures that credentials are stored properly.	Custom Action	Update
SOP$	SOP Settings	SOPSettingCannotbeDeleted	SOP - Setting Cannot be Deleted	This rule prevents deletion of SOP settings unless specific conditions are met. It ensures that critical system settings remain intact.	Security	Delete