KB Corner: All About Expressions

September 2015    Tags: Document Assembly, Filters, Outlook Integration, PracticeMaster, QuickViews, Reports, Resources, WorkFlows

What are expressions, and how can your firm use them to improve your day-to-day activities in PracticeMaster? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization.

• Filter expressions help narrow down the records that are displayed in any PracticeMaster file, and can be used in QuickViews.
• Expressions in Report Writer reports can filter the records to be included as well as format how data is shown on the report.
• Expressions can be used in WorkFlows to filter the records affected by the WorkFlow, as well as to format text in records, e-mail messages, and more.
• Expressions in Word Document Assembly can be used to filter records, as well as to format text that appears in the assembled document.
• Expressions in Outlook Synchronization can be used to filter the contact records that are synchronized with Outlook.

So how can you learn more about expressions? Knowledge Base Article R11493, “All About Expressions,” provides the basics on expressions by breaking information down to explain what an expression is, where it’s used, and common terminology. This article also shows you how to create both simple and advanced expressions, provides filter examples, and has tips for making the most of filter expressions. To go one step further, for a list of more than 60 filter expression examples, including the file and scenario in which it would be used, visit Knowledge Base Article R11515,  “Filter Expression Examples.” Take a little time to check out these resources so you can put this powerful feature to work for you and your firm!

Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3. com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.