Once you've added a step to your workflow, you can customize how the steps appear and function within the workflow.
The Edit Workflow Step window has a number of different options available, which you can choose to toggle on or off depending on what you want to include in your steps.
To edit your step settings:
- In Actionstep, go to Admin > Matter types. The Matter Types page appears.
- Click Settings for the matter type you want to set up a workflow for.
- Click Manage in the Workflow section. The Workflow page appears.
- In the Steps list (right side of the page), select the step you want to set up. (To learn how to add a step, see Creating Steps For Your Workflow.)
- In the Basic settings section, provide the following information:
- Step name: Shows the name for this step. The name is the label that is displayed in the workflow ribbon.
- Description: Use the description to add context for your users. The description appears when you hover over the step in the ribbon.
- Auto step change: Toggle this option to on to move to the next step without viewing the Step Change screen. (Typically, when a matter is moved to a new step, you are presented with a Step Change screen, which lists the items that will be created on the step (such as tasks or emails). Additionally, users may need to populate items on the matter such as parties to the matter or matter data.)TIP: You can set some items to be required for a step, such as requiring a Client to be added before a matter can move to another step. If Auto step change is set to on and the required field is populated, the matter will move to the step without going through the Step Change screen first. However, if a required field is not populated, the Step Change screen will still be shown so that the user can provide the required information.
- Display order: Use this field to determine the order the steps will be displayed in the ribbon.TIP: When you enter sort orders, it's recommended you use numbers in multiples of 10, e.g., 10 for the first step, 20 for the second, 30 for the third, and so on. This way, if you want to create a new step at a later time and you want to position the step between two existing steps, you have nine available numbers you can use to achieve this.
- In the Matter data section, provide the following information:
- Reassign matter to: Click this drop-down list and choose the participant type who will be assigned the next step in the workflow. (Each matter is "assigned to" an Actionstep user. This is typically the person who is in charge or responsible for that matter at that time. It is possible that you might want to automatically assign a matter to a different person once it reaches a certain stage.)
- Force reassign: Toggle this option to on to control whether a user moving to the step has the option to choose who to reassign the matter to or not. Toggling to on means the user does not have the option to change the value, though Actionstep will still display the person the matter will be assigned to.
- Matter status: Click the drop-down list and choose the status you want assigned to the matter: Active (the matter is open and being worked on), Inactive (the matter is open but is not being worked on for the time being), Template (this status used to create a matter template; it is unlikely you will change a matter to a template status as part of a step-change) or Closed (the matter is finished and will not be worked on anymore).
- In the Step actions section, toggle the following actions you want to enable to on:TIP: Click the associated link to learn about options available for that specific option.
- In the File note section, toggle Required to on to require the user to enter a file note when completing this step.
- Click Save to save your changes.
Related Articles:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article