Working with WorkFlows: Single-Click Record Creation

June 2018    Tags: ,

I love PracticeMaster’s Convert to Fee feature because it takes information from the journal file and quickly turns it into a fee without me having to start from scratch and retype everything. Is there any way to make other tasks this easy?

You can turn any number of tasks into single click functions using WorkFlows.

When the User Activated check box is selected in a WorkFlow, the WorkFlow will be included in the WorkFlow group of the Quick Clicks pane for the selected file. This allows you to manually run the WorkFlow on demand for the selected records.

For example, let’s say that when a client calls in to set up an appointment, you want to quickly and easily add a calendar record. A User Activated WorkFlow can be created in the Client file so that when the client calls in to make an appointment, you can click the WorkFlow and have the calendar record automatically created with the Client ID, Description, Calendar Code, and Alarm already filled in.

To create a User Defined WorkFlow

  1. From the Maintenance menu, select WorkFlows.
  2. Select the desired file (e.g., Client).
  3. Click the New button.
  4. Enter a Name for the WorkFlow (e.g., “Create Appointment”).
  5. In the Event section, select the User Activated check box.
  6. Complete the WorkFlow by setting up the desired actions and clicking Save.

Keep in mind that WorkFlows that do not have the User Activated check box selected will not be available in the WorkFlow group of the Quick Clicks pane, and will only run when triggered. However, you can optionally make WorkFlows that automatically run when records are added, changed, or deleted also run on demand by selecting the User Activated check box. This can help provide more flexibility in a WorkFlow that sometimes needs to run automatically and sometimes on demand.

For more information on WorkFlows, refer to our PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”

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