How to Request a Status Update from a Vendor

by Christina Moore Updated May 28, 2020

You can request a status update from vendors assigned to a matter via the Request Status Update from Vendors button under More Actions on a Matter’s View Page.                

When the Request Status Update from Vendors button is selected a Send Notification Action named Request Status Update from Vendors in the Vendor Assignment to Matter App (see below) sends a notification to all vendors assigned to the matter under the matter_vendors field.

Vendor Status Update Form

After receiving the Request Status Update from Vendors email and selecting the link, the vendor is routed to a Vendor Status Updates App anonymous launch form.

While fully configurable, the form, by default, is populated with the Vendor’s name, email, current date, and a text field for the Status Update. Once submitted, the Status Update is added to the Vendor Status Updates App Panel on the Matter record.

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