Client Processes and Process History

The Client - Processes and Client - Process History tabs relate to Automations for the client. This tab is only visible if the user belongs to a User Group with the "Run Automations from Workspace" permission enabled.

Client Processes

The Processes tab displays any Automation and Custom Processes that have been set up for your practice that are scheduled to run manually and can be run for a selected client. The Client - Processes tab includes only those Processes that filter on Clients or on a Client View.

Note: Practices on the Intermediate plan will be able to access Sample Automations only.

If you need to run one of these for the selected client, you can do so by clicking the Run button from the Processes tab. Refer to Running Custom Processes.

For details on running the Client Ledger Reports AutoFile for a client, refer to Running the Client Ledger Reports AutoFile (Australia and UK).

Client Process History

The Process History tab is an automatic log of any Automations or Custom Processes that have run for the client.

Process History Status

The Status column indicates whether the process was completed successfully or not.

Status	Details
Stopped	Displayed in grey with a square icon. The process has been stopped while running, and can be retried or run again.
Progress	Displays in grey with a minus icon in a circle. The process is currently in progress, and may have a Blocking Task preventing it from continuing.
Success	Displays in green with a tick icon. Each step in the automation process was run until the process was completed.
Error	Displayed in red, with a cross icon. There is an issue that requires attention, and is preventing the process from completing
Warning Exclamation Mark	Displayed as a yellow exclamation mark alongside the Status, and indicates that at least one step of the process contains a warning.

Client Process History Checklist

In the Process History list, to see further details of the Processes, click an entry to open the Process History Checklist for that process. Refer to Client Process History Checklist.

Note: Where a Comment is added to a Create Task, Create Job, Update Job, Create File Note, Copy Document, or Create Phone step, the comment icon will display

Skip & Continue

Where an Automation Process has encountered an error, the Client - Process History Checklist will display a red row. 

To view details of the warning and whether the Skip & Continue function is available, users must navigate to Automation - Process History. 

Click on the relevant row in the list to display the Process Activity drawer. The error details will be displayed, and where available, the Skip & Continue function.

Note: The Skip & Continue function will not be displayed in the Client - Process History tab.

The actions available to the user will depend on whether there are any steps still to be run that depend on the step with the error to be completed.  Users may need to manually create or select additional information before the process can continue.

To use Skip & Continue:

1. Click Skip & Continue.
   

2. One of the following options will be displayed:
   
   - Select Continue to Next Step.
   - Select an option from a drop-down before clicking Save & Continue to Next Step. 

   Continue to Next Step

   This option is available when none of the remaining steps in the process depend on this step, and can continue successfully. 
   
   Please note this means that the step will be skipped entirely. Any actions that were meant to be processed will not be performed, and users will need to manually perform this action. 

   For example, if a Create Email step is skipped, users will need to manually create the relevant email.

   

   Select more information

   This option appears when a following step in the process depends on this step being completed. The user must provide additional information so the remaining steps can run successfully.

   In the example below, the Create Disbursement step uses the Merge Field {{ Step1JobName }} to insert the name of the job in the Disbursement Name. As the job cannot be found, the user is prompted to select a job from the drop-down. 

   

   If the step is a Create step (for example, creating an email, document, or task), the user may need to manually create the relevant item before continuing. Ensure the item is created as specified in the Details tab, then select the new item from the drop-down.

   In the example below, an email was not created as the client did not have an email address. The user must manually create the email as outlined in the Create Email step, including selecting the same template and attaching any relevant files.

   

3. Click Save & Continue to Next Step. 
    
4. The step will be marked as completed, and the process will resume from the next step.
   

View Process Warnings

Where a process contains a step with a warning, an exclamation mark will be displayed next to the Process Status in the list.

Click the Show all Executions with Warnings exclamation mark in the toolbar to filter by all processes that contain a warning.

Detailed information on the warnings can be found by navigating to Automation - Process History, and clicking on a process within the list to display the Process Activity drawer.