Edit Workflow Step Screen - File Note

Modified on Tue, 10 Jan 2023 at 05:46 PM

In the step actions section, you can choose what will happen as a user moves a matter to this step. For each switch that is displayed, there will be a number of options to choose what is created, what the user is prompted to do or what is allowed to happen on this step. 


File Note

Turning the file note option  "on" means that the file note section on the 'step change' page will appear as "optional". When this option is set to "off" the file note section will appear as "disabled".


When switched to "on" more options appear at the bottom of the screen. Here, you have the option to make a file note a requirement on this step. When the Required option is  switched to "on", it will have the user prompted to enter a file note at the bottom of the 'Step change' screen. The user must record a file note to move to the step. 

If you make a file note required on a step, you will see the minimum length field appear. In here you can set how many characters a user must enter into the file note to move the matter to the next step. By setting a higher number, you require more to be written. 




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