Objective

• Automatically lock specific fields in Matters, Cases, or Contracts when a defined trigger occurs.

Steps

1. Access the Automation Hub

• Open System Settings.

• Navigate to System Preferences.

• Select Automation Hub.

2. Create a New Automation Rule

• Click Add a Trigger to create a new rule, or edit an existing one.

• When defining the rule, choose the appropriate Trigger Type, such as:

• • Create Corporate Matter

  • Create Litigation Case

  • Create/Upload a new Contract/Document

This trigger determines when the automation rule will be activated.

3. Define Conditions (Optional)

You may choose to apply the rule:

• To all records, or

• Only to records that meet specific conditions

Adding Conditions

1. Click the + icon under the green When section.

2. Choose one of the following:

• Add Then – Apply the action to all records without conditions.

• Add If – Apply the rule only if certain conditions are met.

Setting Condition Rules

If you choose Add If:

• Select a field (such as Type, Status, Due Date, or any custom field).

• Enter the required condition value.

• Choose whether All or At Least one condition must be satisfied.

• Add multiple conditions if needed.

4. Configure the Lock Fields Action

Under the action section:

• Click Add Then.

• Select Lock Fields as the action.

• You will first be prompted to specify if there are any users, teams, or user groups that should be excluded from this restriction. These users will still be able to edit the locked fields.

Select the Fields to Lock

Scroll down to view the Field List.

By default, all fields (system and custom fields) are selected.

You can now:

• Keep fields locked by leaving their checkbox selected

• Unlock specific fields by unchecking their checkbox

Fields with a checked box will be locked and become read-only once the automation rule is triggered.

6. Save the Rule

After configuring the fields, click Save to activate the automation rule.

When the defined trigger occurs and the rule conditions are met:

• The selected fields in the Matter, Case, or Contract will automatically become read-only.

• Users will no longer be able to edit these fields from the record’s view page, unless they are part of the excluded users, teams, or groups.

This helps ensure data integrity and process control by preventing changes to critical fields after a certain stage in the workflow.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!