Starting rules
Starting rules for Client/Contact workflows
The following starting rules can be applied for Client/Contact workflows:
- Client Created
- Draft Client Created
- Client Approved
- Contact Created
- Contact Approved
- Portal Message Recieved
Client Created
The workflow will start when a client is created.
Draft Client Created
The workflow will start when a draft client is created.
Client Approved
The workflow will start each time a draft client is approved using the Approve Draft option from drafts homepage control.
Contact Created
The workflow will start when a new contact is created.
Contact Approved
The workflow will start each time a draft contact is approved using the Approve Draft option from drafts homepage control.
Portal Message Received
The workflow will start when a portal message is received.
Starting Rules for Assignment Jobs workflows
Job Rolled Forward
The workflow will start when a job is rolled forward. Only use this option if there are multiple workflows associated with an assignment type.
Job Rolled Forward Default Workflow
The workflow will start when a job is rolled forward. The workflow must be shown as the default workflow in the Assignment Template.
Starting Rules for Practice Management workflows
Bill Posted
The workflow will start each time a bill is posted.