--- title: "Add-Matter" slug: "scripting-add-matter" updated: 2026-01-22T13:32:49Z published: 2026-01-22T13:32:49Z canonical: "help.agilityblue.com/scripting-add-matter" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.agilityblue.com/llms.txt > Use this file to discover all available pages before exploring further. # Add-Matter ## Summary Creates a new matter. ```powershell Add-Matter -Entry -BypassCustomFieldValidation ``` Returns a [matter](https://apidocs.agilityblue.com/#788f3287-6ef8-446e-a192-05652d583944) object. ## Parameters | Parameter | Type | Required? | Notes | | --- | --- | --- | --- | | Entry | [Matter](https://apidocs.agilityblue.com/#788f3287-6ef8-446e-a192-05652d583944) Object | Yes | | | BypassCustomFieldValidation | Switch | No, Defaults to false | Ignores required field requirement for custom fields when the entry is saved. | ## Examples ### Create a new matter (no custom fields) ```powershell # Create a new matter (no custom fields) # Create an object with the necessary fields to create the matter # Note: The ClientId field is required. It needs to be the ClientId field found on # the parent client. # Note: The Reference field is not required, but we're including it here due to how # common it is to contain information. $entry = @{ ClientId = 67 Name = "Steel City Construction v Brick Masters" Reference = "SCBM001" } # Create the matter. The created entry will be returned back. $data = Add-Matter -Entry $entry # Output some information to help indicate that the client was created Write-Output "Matter $($data.MatterId) ($($data.Name)) was created on client $($data.ClientId) ($($data.ClientName))" # For debug purposes, convert the data to output as JSON so we can see all the fields Write-Output "" Write-Output "JSON Results:" $jsonOutput = $data | ConvertTo-Json -Depth 10 # Output the data Write-Output $jsonOutput ``` Execution results: ```json Matter 99 (Steel City Construction v Brick Masters) was created on client 67 (QuantumTech v. CyberInnovate) JSON Results: { "MatterId": 99, "Name": "Steel City Construction v Brick Masters", "Reference": "SCBM001", "Active": true, "ClientId": 67, "Client": null, "ClientName": "QuantumTech v. CyberInnovate", "ClientReference": "QT00001", "DefaultContactId": null, "DefaultContact": null, "DefaultContactFullName": null, "IsFavorite": false, "NumberOfProjects": 0, "NumberOfTasks": 0, "NumberOfMediaLogEntries": 0, "NumberOfVolumes": 0, "NumberOfBillingEntries": 0, "NumberOfComments": 0, "FirstProjectCreatedOnDate": null, "LastProjectCreatedOnDate": null, "CreatedByFullName": "Max Miller", "CreatedById": "25a34a2f-e3d8-4690-88f5-6b399cf88c4c", "CreatedOn": "2024-04-17T12:49:33.9343641+00:00", "CreatedBy": null, "LastUpdatedByFullName": "Max Miller", "LastUpdatedById": "25a34a2f-e3d8-4690-88f5-6b399cf88c4c", "LastUpdatedOn": "2024-04-17T12:49:33.9343641+00:00", "LastUpdatedBy": null, "Fields": [ { "FieldId": 19, "ObjectId": 2, "DataTypeId": 5, "DataTypeName": "Yes or No Choice", "Label": "ESI Protocol Attached", "IsRequired": false, "Position": 0, "Guid": 1492029172604, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": "false", "CopyPreviousValueOnSaveAndNew": false, "Value": null, "ReferenceObject": null }, { "FieldId": 28, "ObjectId": 2, "DataTypeId": 2, "DataTypeName": "Rich Text", "Label": "Notes & Misc that can't fit in a single line", "IsRequired": false, "Position": 1, "Guid": 1531229623985, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": null, "ReferenceObject": null }, { "FieldId": 29, "ObjectId": 2, "DataTypeId": 2, "DataTypeName": "Rich Text", "Label": "ESI Protocol", "IsRequired": false, "Position": 2, "Guid": 1570803558740, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": null, "ReferenceObject": null }, { "FieldId": 51, "ObjectId": 2, "DataTypeId": 8, "DataTypeName": "Single Choice", "Label": "Team Color", "IsRequired": false, "Position": 3, "Guid": 8895432013021, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": "Red\nGreen\nBlue", "CopyPreviousValueOnSaveAndNew": false, "Value": null, "ReferenceObject": null }, { "FieldId": 63, "ObjectId": 2, "DataTypeId": 10, "DataTypeName": "Reference", "Label": "Skills", "IsRequired": false, "Position": 4, "Guid": 3294117251654, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": null, "ReferenceObject": null }, { "FieldId": 66, "ObjectId": 2, "DataTypeId": 4, "DataTypeName": "Decimal Number", "Label": "Total Billing Amount", "IsRequired": false, "Position": 5, "Guid": 6886580921259, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": "0", "CopyPreviousValueOnSaveAndNew": false, "Value": null, "ReferenceObject": null }, { "FieldId": 70, "ObjectId": 2, "DataTypeId": 1, "DataTypeName": "Basic Text", "Label": "Email Domains", "IsRequired": false, "Position": 6, "Guid": 6721810143004, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": null, "ReferenceObject": null }, { "FieldId": 72, "ObjectId": 2, "DataTypeId": 1, "DataTypeName": "Basic Text", "Label": "Media Log Entry Prefix", "IsRequired": false, "Position": 7, "Guid": 7749781040934, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": null, "ReferenceObject": null } ] } ``` ### Create a new matter (with custom fields) ```powershell # Create a new matter (with custom fields) # Create an object with the necessary fields to create the matter # Note: The ClientId field is required. It needs to be the ClientId field found on # the parent client. # Note: The Reference field is not required, but we're including it here due to how # common it is to contain information. $entry = @{ ClientId = 67 Name = "Titan Contractors v Reliable Renovations" Reference = "TCRR001" Fields = @( @{ FieldId = 19 Label = "ESI Protocol Attached" Value = @{ ValueAsBoolean = $false } } @{ FieldId = 28 Label = "Notes & Misc that can't fit in a single line" Value = @{ ValueAsString = "
Matter opened up on 1/1/2024
Data collected on 2/1/2024
" } } @{ FieldId = 29 Label = "ESI Protocol" Value = @{} } @{ FieldId = 29 Label = "Team Color" Value = @{ ValueAsString = "Blue" } } @{ FieldId = 63 Label = "Skills" Value = @{ ReferenceObject = @{ Values = @( @{ KeyAsInteger = 1 Value = "Document Review" } @{ KeyAsInteger = 2 Value = "Analytics" } ) } } } @{ FieldId = 66 Label = "Total Billing Amount" Value = @{ ValueAsDecimal = 0.00 } } @{ FieldId = 70 Label = "Email Domains" Value = @{ ValueAsString = "titancontractors.com" } } @{ FieldId = 29 Label = "Media Log Entry Prefix" Value = @{ ValueAsString = "TC" } } ) } # Create the matter. The created entry will be returned back. $data = Add-Matter -Entry $entry # Output some information to help indicate that the client was created Write-Output "Matter $($data.MatterId) ($($data.Name)) was created on client $($data.ClientId) ($($data.ClientName))" # For debug purposes, convert the data to output as JSON so we can see all the fields Write-Output "" Write-Output "JSON Results:" $jsonOutput = $data | ConvertTo-Json -Depth 10 # Output the data Write-Output $jsonOutput ``` Execution results: ```json Matter 100 (Titan Contractors v Reliable Renovations) was created on client 67 (QuantumTech v. CyberInnovate) JSON Results: { "MatterId": 100, "Name": "Titan Contractors v Reliable Renovations", "Reference": "TCRR001", "Active": true, "ClientId": 67, "Client": null, "ClientName": "QuantumTech v. CyberInnovate", "ClientReference": "QT00001", "DefaultContactId": null, "DefaultContact": null, "DefaultContactFullName": null, "IsFavorite": false, "NumberOfProjects": 0, "NumberOfTasks": 0, "NumberOfMediaLogEntries": 0, "NumberOfVolumes": 0, "NumberOfBillingEntries": 0, "NumberOfComments": 0, "FirstProjectCreatedOnDate": null, "LastProjectCreatedOnDate": null, "CreatedByFullName": "Max Miller", "CreatedById": "25a34a2f-e3d8-4690-88f5-6b399cf88c4c", "CreatedOn": "2024-04-17T13:08:50.8592386+00:00", "CreatedBy": null, "LastUpdatedByFullName": "Max Miller", "LastUpdatedById": "25a34a2f-e3d8-4690-88f5-6b399cf88c4c", "LastUpdatedOn": "2024-04-17T13:08:50.8592386+00:00", "LastUpdatedBy": null, "Fields": [ { "FieldId": 19, "ObjectId": 2, "DataTypeId": 5, "DataTypeName": "Yes or No Choice", "Label": "ESI Protocol Attached", "IsRequired": false, "Position": 0, "Guid": 1492029172604, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": "false", "CopyPreviousValueOnSaveAndNew": false, "Value": { "ObjectFieldValueId": 2170, "ObjectFieldId": 19, "ObjectId": 2, "PrimaryKeyId": 100, "ValueAsString": null, "ValueAsBoolean": false, "ValueAsNumber": null, "ValueAsDecimal": null, "ValueAsDate": null, "ReferenceObject": null }, "ReferenceObject": null }, { "FieldId": 28, "ObjectId": 2, "DataTypeId": 2, "DataTypeName": "Rich Text", "Label": "Notes & Misc that can't fit in a single line", "IsRequired": false, "Position": 1, "Guid": 1531229623985, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": { "ObjectFieldValueId": 2171, "ObjectFieldId": 28, "ObjectId": 2, "PrimaryKeyId": 100, "ValueAsString": "Matter opened up on 1/1/2024
Data collected on 2/1/2024
", "ValueAsBoolean": null, "ValueAsNumber": null, "ValueAsDecimal": null, "ValueAsDate": null, "ReferenceObject": null }, "ReferenceObject": null }, { "FieldId": 29, "ObjectId": 2, "DataTypeId": 2, "DataTypeName": "Rich Text", "Label": "ESI Protocol", "IsRequired": false, "Position": 2, "Guid": 1570803558740, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": { "ObjectFieldValueId": 2172, "ObjectFieldId": 29, "ObjectId": 2, "PrimaryKeyId": 100, "ValueAsString": null, "ValueAsBoolean": null, "ValueAsNumber": null, "ValueAsDecimal": null, "ValueAsDate": null, "ReferenceObject": null }, "ReferenceObject": null }, { "FieldId": 51, "ObjectId": 2, "DataTypeId": 8, "DataTypeName": "Single Choice", "Label": "Team Color", "IsRequired": false, "Position": 3, "Guid": 8895432013021, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": "Red\nGreen\nBlue", "CopyPreviousValueOnSaveAndNew": false, "Value": { "ObjectFieldValueId": 2173, "ObjectFieldId": 51, "ObjectId": 2, "PrimaryKeyId": 100, "ValueAsString": null, "ValueAsBoolean": null, "ValueAsNumber": null, "ValueAsDecimal": null, "ValueAsDate": null, "ReferenceObject": null }, "ReferenceObject": null }, { "FieldId": 63, "ObjectId": 2, "DataTypeId": 10, "DataTypeName": "Reference", "Label": "Skills", "IsRequired": false, "Position": 4, "Guid": 3294117251654, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": { "ObjectFieldValueId": 2174, "ObjectFieldId": 63, "ObjectId": 2, "PrimaryKeyId": 100, "ValueAsString": null, "ValueAsBoolean": null, "ValueAsNumber": null, "ValueAsDecimal": null, "ValueAsDate": null, "ReferenceObject": { "ObjectFieldReferenceObjectInstanceId": 325, "ObjectFieldValueId": 2174, "ObjectId": 16, "Object": null, "PrimaryObjectId": 2, "PrimaryKeyId": 100, "KeyType": "Int32", "DisplayFormat": "%Name%", "IsSystemObject": false, "Name": null, "NumberOfValues": 2, "Values": [ { "ObjectFieldReferenceObjectInstanceValueId": 240, "ObjectFieldReferenceObjectInstanceId": 325, "KeyAsString": null, "KeyAsInteger": 1, "KeyAsLong": null, "Value": "Document Review" }, { "ObjectFieldReferenceObjectInstanceValueId": 241, "ObjectFieldReferenceObjectInstanceId": 325, "KeyAsString": null, "KeyAsInteger": 2, "KeyAsLong": null, "Value": "Analytics" } ] } }, "ReferenceObject": null }, { "FieldId": 66, "ObjectId": 2, "DataTypeId": 4, "DataTypeName": "Decimal Number", "Label": "Total Billing Amount", "IsRequired": false, "Position": 5, "Guid": 6886580921259, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": "0", "CopyPreviousValueOnSaveAndNew": false, "Value": { "ObjectFieldValueId": 2175, "ObjectFieldId": 66, "ObjectId": 2, "PrimaryKeyId": 100, "ValueAsString": null, "ValueAsBoolean": null, "ValueAsNumber": null, "ValueAsDecimal": 0.0000, "ValueAsDate": null, "ReferenceObject": null }, "ReferenceObject": null }, { "FieldId": 70, "ObjectId": 2, "DataTypeId": 1, "DataTypeName": "Basic Text", "Label": "Email Domains", "IsRequired": false, "Position": 6, "Guid": 6721810143004, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": { "ObjectFieldValueId": 2176, "ObjectFieldId": 70, "ObjectId": 2, "PrimaryKeyId": 100, "ValueAsString": "titancontractors.com", "ValueAsBoolean": null, "ValueAsNumber": null, "ValueAsDecimal": null, "ValueAsDate": null, "ReferenceObject": null }, "ReferenceObject": null }, { "FieldId": 72, "ObjectId": 2, "DataTypeId": 1, "DataTypeName": "Basic Text", "Label": "Media Log Entry Prefix", "IsRequired": false, "Position": 7, "Guid": 7749781040934, "IsSystemField": false, "IsReferenceValue": false, "DefaultValue": null, "CopyPreviousValueOnSaveAndNew": false, "Value": { "ObjectFieldValueId": 2177, "ObjectFieldId": 72, "ObjectId": 2, "PrimaryKeyId": 100, "ValueAsString": null, "ValueAsBoolean": null, "ValueAsNumber": null, "ValueAsDecimal": null, "ValueAsDate": null, "ReferenceObject": null }, "ReferenceObject": null } ] } ```