Editing Workflow Step Actions – Parties (Admin)

When setting up a workflow step, you can choose specific actions that should take place. This article covers how to adjust Parties-related step actions. Specifically, you can choose which parties (or participant types) you want to prompt your users to populate when the matter moves to this step. You can choose which types are shown, if they are required, and what order they will be shown in.

To do this:

1. In Actionstep, go to Admin > Matter types. The Matter Types page appears.
2. Click Settings for the matter type you want to set up a workflow for. 
3. Click Manage in the Workflow section. The Workflow page appears.
4. In the Steps list (right side of the page), select the step you want to edit. The Edit workflow window appears.
   NOTE:  To learn how to add a step, see Creating Steps For Your Workflow.
5. In the Step actions section, toggle Parties to on. A Parties section is added below.
6. Click Add row. A new row is added to the list.
7. Click the Participant type drop-down list and select the party you want to add. 
   NOTE:  At the top of the list of options, you will see all Participant Types for this Matter. After that, Other Participant Types in your system will be listed. Selecting a participant type that is not currently associated with your matter type will add it to the matter type.
8. Select Required if you want to force the user to select a contact before moving to the next step in the workflow. 
9. Enter the Display order you want participant types to appear in. (A participant type with a lower number will appear before a participant type with a higher number. For example, if Client is given a display order value of 20 and Lawyer is given a display order 10, the Lawyer will be displayed before the Client.)
10. Click Save to save your changes. 
     

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