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Status Summary (LXT 1.0.0)

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Status Summary

A new Status Summary block is added to the matter tab. This block shows the most recent status update and allows quick addition of a new status.

For more information on Status Summary, please see the video Introduction to Status Summary and Configuring the Matter Status Block.

How to create Status Summary

Steps to follow Screenshots for reference
  1. Login to TeamConnect System.
  2. Navigate to the Matter Object.
  3. Click on an already existing matter or click the ‘New’ button to open a matter creation window.
  4. Scroll down to the "Status Summary" section.
  5. Click the “New Status” button and enter the required status in the input box and click the Save Button.
  6. The entered status will be displayed under Current Status, along with today's date.

Note: An error message, “Status is required!” will be displayed when the user tries to click on the save button without entering any data in status in the input box.

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How new status updates get recorded on the history tab

This section provides the information on which “category” or “history record type” the matter is created and how it is recorded on the history tab. To check this, follow the below instructions:

Steps to follow Screenshots for reference
  1. Login to TeamConnect System.
  2. Navigate to the Matter Object.
  3. Select the required matter to open the matter window.
  4. Click the Narrative tab under the matter.
 clipboard_ebea9965ed0018bccf52ea7592abd43e9.png
  1. Here the user can see that the matter is created with a category as “Matter Narrative” or “Status”.

Note: The above step will depend on how the admin has configured the custom messages to map this function to a History category.

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Now, let's see how this category is recorded on the history tab for the DISP (Dispute) and TRAN (Transaction) matter.

Steps to follow Screenshots for reference
  1. Login TeamConnect.
  2. Navigate to Setup > Click the “Go to…” dropdown > Select “. Object Definitions” from the dropdown.
  3. Select Matter i.e for Dispute(DISP).
 clipboard_e5f10fff3ed10e71947dbc56a92e61ef7.png
  1. Now under Matter, select the “Custom Messages” tab.
 clipboard_e299732c348011e4a6a2dc12b05322153.png
  1. Under the “Custom Messages” window, scroll down to search “custom.DISP.StatusSummary.Category” and “custom.DISP.StatusSummary.FieldName”.
  2. Here there are two custom messages for Status summary, i.e. StatusSummary.Category and StatusSummary.FieldName.
 clipboard_e5bbc795e4fe40b39ac8cb7aa8f47d73e.png
  1. Also, under the “Custom Fields” tab, scroll down to “CurrentStatusDI” which is for reporting purposes.
 clipboard_e50594b73eca8d3d9931e1b4732279e2a.png

Similarly, the user can find for a TRAN object:

  1. Navigate to Setup > Click the “Go to…” dropdown > Select “. Object Definitions” from the dropdown.
  2. Select Legacy Transaction i.e for Transaction object (TRAN).

 

 clipboard_e23794e0f5d0b61acaa7992d987578ac0.png
  1. Now under Legacy Transaction, select the “Custom Messages” tab.
  2. Under the “Custom Messages” window, scroll down to search “custom.TRAN.StatusSummary.Category” and “custom.TRAN.StatusSummary.FieldName”.
 clipboard_ea5711f4b04518400255bce8d21c465f5.png

Hence, when the user add new/update the Status summary, two things happens:

  1. History record is created with this particular category for the specific object:
    • For DISP:
      • “custom.DISP.StatusSummary.Category”
      • “custom.DISP.StatusSummary.FieldNam”
    • For TRAN:
      • “custom.TRAN.StatusSummary.Category”
      • “custom.TRAN.StatusSummary.FieldName”
  2. The “CurrentStatusDI” is updated.

So the user can follow the above instructions if they need to update the history category or custom field for a DISP or TRAN object.