Add a process

The process window is where you instruct ALB how to deal with the data by selecting the correct procedure and workflows to run at the end. You can also add sub-processes.

To add a process:

In the Process window, right-click and select Add Process.
From the side menu select Procedure or Workflow.

Note The Set Variable option is not in use with ALB.

Procedure

Name	Description
AddAutoBankRecItem	Adds a statement line to the automatic bank reconciliation screen
AddClient	Add a new client to the system
AddConveyancing	Add conveyancing details to a matter
AddConveyancing2	Add conveyancing details to a matter
AddGeneralContact	Add a new general contact to the system and associate it with a matter
AddMatter	Add a new matter to the system
AddNote	Add a note to the system
AddService	Add a new service to the system
AddServiceAssociation	Add a service association to a project
AddSupplementaryDetail	Add Supplementary Details to an entity
ElectronicIDCheck	Do Electronic Identity check
ElectronicIDCheck_Error	Capture errors returned from Electronic ID Checking web service
ElectronicICheck_PasswordChange	Change the password for Electronic ID Checking Services
TestResponse	A method to test the response from a web service call
UpdateClient	Update a client
UpdateMatter	Update a matter

Each of the parameters has a series of parameters appropriate to the process, e.g.

With AddMatter there is a useLastAddedClient parameter to create the matter against the client just created by the import.
With AddServiceAssociation there is a addIfDuplicate parameter so you can elect to use an existing service as opposed to creating a duplicate.

Workflow

The Matter Workflow option will only work where there is an Add Matter procedure in the Web Service Call. Also the workflow selected must be unattended.

With AddMatter procedure selected, right-click and select Matter Workflow.
A message displays "Add process to the end? (selecting 'no' will add it before the currently selected process)". Click Yes. The Run Workflow procedure is added.
With the Run Workflow procedure selected, click on the Mappings tab in the bottom half of the screen and drag a field up to the Start From: field at the top right corner.
Select from the Template drop-down list the required workflow to run.

Note The selected workflow must be an unattended workflow. It is not possible to only display unattended workflows in the Template drop-down list so the developer will need to be aware of which workflows are attended and which are unattended.

Click Save to keep changes and remain in the Web Service Call screen or OK to save and close the screen.