Clio Manage custom fields returned as array — best practice in Make?

[Beyond_Service]

What is your goal?

I need automatically to update fee amount, in Clio system - custom field (Ex: fee should calculated based on the maximum insurance coverage and the attorney fee percentage (e.g., $100,00 at 20% = $20,00) inside make

What is the problem & what have you tried?

Hi everyone,
I’m working on a Make scenario with Clio Manage and I’m stuck extracting and calculating values from Matter custom fields.

Context

Trigger: Clio – Watch Matters → Clio – Get a Matter

Clio returns Matter custom fields as an array of custom field objects, not as flat properties on the Matter

Each array item contains a custom field name (e.g. Maximum Insurance Coverage, Attorney Fee %) and a corresponding value

Goal: calculate Attorney Fee Amount = Coverage × (Fee % / 100) and update the Matter

What I’ve done

Iterated over the custom field values using Iterator

Recombined them using Array Aggregator

Verified in the run log that the aggregated array contains the correct data

Attempted to convert the aggregated array into a key–value structure and set variables via Tools modules

Problem
Even though the Array Aggregator output clearly shows the correct custom field names and values, any attempt to reference those values after aggregation results in empty outputs. This makes it unclear how to reliably access specific custom field values for calculations within the same scenario.

Question
What is the recommended or best-practice approach in Make for working with Clio Matter custom fields returned as an array, so that specific custom field values can be reliably extracted and used for calculations after “Get a Matter”?

Any guidance would be appreciated — thank you!

Screenshots (scenario flow, module settings, errors)

[Stoyan_Vatov]

Hey there,

are you looking for a specific custom field’s value from that array? Or do you need to sum all of them?

You can use the map() function to find specific items inside the array. In your case use the field_name as the key for filtering and you can find the specific field by its name.

[samliew]

Welcome to the Make community!

To do this, you can use the built-in function:

• toCollection
  toCollection(array; key; value)

If you need further assistance, please provide the following:

Please provide the input/output bundles of each of the relevant modules by running the scenario, or get the bundles from a previous run from the Scenario “History” tab.

Providing the bundles from a scenario run will allow others to replicate what is going on, especially if there are complex data structures (nested arrays and collections) and external services. This helps mapping the correct raw variable names from collections (instead of the label/display name).

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This will allow others to better assist you. Thanks!

— @samliew
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[mszymkowiak]

Hello,

Could you please upload the output of the Clio Matter Get a Matter module?

I’m looking at the documentation of the API endpoint and map() and get() functions should do the trick.

Here you can find the most useful resource about the map() function which should help you.

Learn Get() and Map() Functions in 5 Minutes

Here is a little trick sentence I always say to myself when defining a map() function to remember what items to use in what order: From this array I need this value, where this item in the array has this value For example: From All my contacts I need the emailaddress where company is Msquare. [Screenshot 2023-03-12 at 11.33.07]