Precedent Workflows > Create a precedent workflow


Create a precedent workflow

1.     Select Tools from the menu bar, select Precedent Workflows from the navigation pane, click Manage Precedent Workflows to display the Precedent Workflows window.


2.     Click New.

3.     Enter basic details.

        Workflow name, description, and applicable file types.

Add a step

4.     Click the plus sign where you want the step added.

        Click the plus sign to the right of an Appointment or a To Do to add another (dependent) step to a chain.

        Click the plus sign next to the margin, below another step to add the first step in a new chain, independent of the one above.

        Click the plus sign under the line joining 2 steps to add the first step in a subchain that's dependent on the step to the left, but independent of the step(s) above.

Tip: To change to full-screen mode, click the button at the top right corner of the window.

 

5.     Choose the type of step: appointment or task.

6.     Fill in the appointment/task details. Select firm member and/or contact roles where appropriate.

Insert a step

1.     Select the step that you want a new step added next to, and click Insert.


2.     Choose where you want the new step inserted.

        After the current step, between it and any later step(s)

        Select the type of event you wish to add to your precedent workflow.

Specify DO button automation for a step (optional)

In a task details screen, click Select next to "DO Button".



Choose the type of automation (send email, generate document, make phone call, etc.), and enter details. Select firm member and/or contact roles where appropriate.

Using DO buttons

When the workflow is applied and this task is generated, a DO button will be provided in lists and the item details. Simply click it to start the predefined action.

Set the anchor step for each chain

Each chain of steps in a workflow requires that one step be marked the anchor—by default, this is the first step at the left margin. You'll need to specify the date of each anchor step when applying the workflow to a file. The other steps in a chain will be scheduled based on the anchor step. In the Workflow Editor screen, an anchor step is indicated by an anchor.

If desired, mark a different step in a chain as the anchor. In the appointment or task detail, click the Set as Anchor button. For example, the anchor step might be a real estate transaction closing date or a court date, and the other steps be the expected events preceding or following it.

Example

In the above chain:

o        Task D is the anchor step.

o        Tasks C and E are dependent on Task D's date.

o        Tasks B and F are dependent on Task C.

o        Task G is dependent on Task F.

o        Tasks A and H are dependent on Task B.

Edit the timeline between steps

To edit the time relationship between two steps in a chain, double-click the timeline bubble between them.

o        If this step is to the right of the anchor step in the chain, schedule it relative to its left neighbor. In the following example, Task C starts 5 days after Task B.

o        If this step is to the left of the anchor step in the chain, schedule it relative to its right neighbor. In the following example, Task A starts 5 days before Task B.

Neighbor is appointment or task

        If the neighboring step is an appointment, schedule this step to start a specified number of days before or after the neighbor's end date.

        If the neighboring step is a task, schedule this step to start a specified number of days before the neighbor's start or due date, or after the neighbor's start, due, or completion date.

If step is a task

        If this step is a task, you can optionally schedule its due date a specified number of days after its start date. And if so, indicate what to do if that due date falls on a weekend or holiday. For the list of holidays, see Holidays.

When is step instantiated?

        Instantiated means that the appointment or task now appears in the calendar/appointment list or task list, as appropriate.

        If this step is to the right of the anchor step, it is instantiated when its neighboring step completes (or when the workflow is applied, depending on the option you select then).

        If this step is to the left of the anchor step, it is instantiated when the workflow is applied.

        If this step follows 2 parallel steps, it is instantiated when both of those prior steps are done (or when the workflow is applied), and is scheduled to start on a date that meets each of the timeline criteria.

If change step from after to before its neighbor, or vice versa

        The step, and any dependents, are moved relative to its neighbor.

        Copy a precedent workflow

        View the precedent workflows list

        Apply a precedent workflow to a file

        Reschedule events created from a precedent workflow


Amicus Cloud (July 2023)

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