Field Chooser
In line with the standard CCH Central functionality the right click option is available to add additional fields to the workflow homepage. The fields available differ depending on the workflow type, eg;
Standard Central fields
- Client Code
- Client Company
- Client Department
- Client Office
- Client Partner
- Contact Id
- Year End
- Client Team Responsibilities
- Fee budget and Fee budget left
- Extra fields (subject to a system configuration key - see below)
Assignment Jobs fields
- Assignment Name: Displays the name of the assignment that has the job with the workflow attached; and it is linked to the Client > Assignments tab.
- Job Name: Displays the name of the job that has the workflow attached.
Document Management fields
- Document Name
Personal Tax fields
- ContactType: Other Person/Trust/Partnership
- Tax Year: Displays the tax year and opens the corresponding Tax Return that has the workflow attached.
- Tax Return Type: ie SA100/R40
Corporation Tax fields
- POA End: Displays the Period of Account End date and opens the corresponding Tax Return that has the workflow attached.
Accounts Production fields
- AP Period End: Displays the Accounts Production Period End date and opens the Accounts Production screen corresponding to the workflow that is attached to that period.
Extra fields - configuration key
If you want to include your extra fields in the fields chooser, set the following configuration key in your system:
WorkflowAddExtraFields | Value = 1
Configuration keys are accessed by selecting File > Maintenance > User Defined > Configuration, and will affect all users of the system.