Run workflow on client/matter create

(This section relates to users with an Enterprise Licence only)

It is possible to trigger workflow after a client or matter has been created. ALB can be configured (by administrators) so that as soon as the create process has finished, a specified workflow is run automatically. This allows you to adapt the client/matter inception to, for example, capture additional information.

Important When you attach a client create workflow the client create button in ALB creates a contact, not a client. It is the responsibility of the workflow to upgrade this contact to a client using the Upgrade contact to client activity.

To run workflow on client/matter create:

1. In Utilities, open System Parameters.
2. Double-click the desired parameter:
• Create Client Workflow
• Create Matter Workflow
3. When the dialog box opens, in Value, select the workflow you want to run. The workflows displayed are those from PMS and entity specific, i.e. matter workflows for the create matter option and contact workflows for the create client option.
4. Click OK to save your changes.
5. Repeat from step 2 for the other parameter.
6. Create a client or matter (you do not have to do both) and the specified workflow will run automatically.