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Editing Workflow Step Actions - Related Matters (Admin)

When setting up a workflow step, you can choose specific actions that should take place. This article covers how to adjust related matters step actions. Specifically, you can prompt users to link the current matter to another matter in the system, or you can prompt users to create a related matter to link to. 

To learn more about related matters, see Setting Up Related Matter Types.

 

To do this:

  1. In Actionstep Practice Management, 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 (Admin).

  5. In the Step actions section, toggle Related matters to on. A Related Matters section is added below.

    Note: In the blue note that appears, you can click Manage relationships to view the Related Matters setup page for the current matter type. From here, you can edit existing relationships or create new ones.

  6. Click Add row. A new row is added to the list.
  7. Click the drop-down list and select the related matter type you want users to create.
  8. Select Required if you would like to make it a requirement for the user to relate the matter to another matter before they can move to the next step.
  9. Click Save to save your changes.

Now, when a user moves to this step on a matter, they will see a related matters section:

By clicking the drop-down list in the Quick Add section, users can either 1) search for a matter to link to or 2) click Create Related Matter With Mapped Data to create a matter to link to.

 

Additional Resources:

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