When entering fees in PracticeMaster, an automatic WorkFlow can be configured with a filter to only trigger when fee descriptions exceed 300 characters for a specific range of matters or clients.
To create a WorkFlow that prompts the user when a fee description is too long
You now have a WorkFlow that is automatically triggered when the length of a fee description exceeds a set number of characters for a particular Client ID range. A prompt is displayed letting the user know that the description is too long for that client and reopens the record for editing.
Note: WorkFlows are a PracticeMaster-only feature. Fees entered or edited in Tabs3 will not trigger the WorkFlow.
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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