Conflict search is a task type. Like any task type, you can configure it to appear directly in a work type's Create menu. However, don't do this for conflict search. If you wire the conflict search task type straight onto the Create menu, selecting it creates the task but throws an error. The task exists in the database, but the search never runs.

This happens because conflict search doesn't perform its search scope automatically. It needs a workflow to invoke the public API endpoint that runs the search. A task created directly from the menu skips that workflow, so the search scope service has nothing to act on and throws an error.

Resolution

Fix this in two parts: build a workflow that invokes the search scope endpoint, then add a menu command that starts that workflow, rather than the task type itself.

Step 1: Build the workflow

Create a workflow that calls the public API endpoint for the search scope.

Download Create Workflow zip file to import into your environment.

Step 2: Add a command to the work type's create menu

Add this command to whichever work type needs to trigger a conflict search manually. The example below uses the top-level Matter work type, so every derived work type inherits it. Edit specific work types instead if you don't need it everywhere.

1. Navigate to Modeller > Work types. Select the worktype, then double-click to open it.
   
2. Select Menu designer from the left-hand menu. Scroll to the work item ribbon and expand the Create section and click the + Command button.
   
3. In the Select command blade, filter for “workflow” and double-click Start workflow.
   
4. Enter a Title. This is what displays in the menu and click the Select workflow button.
   
5. Filter for the workflow by name, for example “conflict” and click the link icon to attach it.
   
6. Set the mappings for the available fields and click the Add button.
   
7. The mapping displays as a completed row.
   
8. Click Save on the add/edit menu blade.
9. It is worth adding a completion message at this point to confirm to the person triggering the workflow that selecting the menu item did something, since the workflow runs in the background.
   
10. The menu now includes the new command. Click Save and click the recycle button to publish the change.
    

Step 3: Test the command

1. Open a matter that uses the work type you edited.  
2. Select Create on the top menu. The new menu item displays, alongside the standard task options.
   
3. Select the new command, for example "New conflict search". The Open tasks blade lists the new task, and the workflow has triggered the search scope in the background.
   
4. Double-click the task to open the details blade and confirm the search ran correctly.