Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
The Form - View Filters Automation Filter is available when creating Custom Processes, allowing practices to perform actions based on forms that have been created and submitted in FYI.
When the Form Filter is selected, a variety of Automation Steps will be available, including Create Email, and Alter Document. For example, practices may automatically send a form when a new client joins the practice, or as a scheduled task, email an Update Details form requesting clients review and update their contact details.
FYI Admins or users with access to Automations will be able to configure the filter.
Form - View Filters
The following is an example of the Form - View Filters Automation Filter.
Form - View Filter Fields
The following fields must be configured when using the Form - View Filter Automation Filter.
| Field | Details |
| Filter Type | The filter used by the Automation Process. Select Form - View Filters from the drop-down. |
| Form |
The Form to be used by the automation process. This will also determine which fields are available as Merge Fields in Automation Steps. |
| Document View |
The document view containing the forms. The view can be configured to select the required forms only, for example, forms with a particular status of Not Started, or Submitted. If a Document View is selected that contains different forms, or different document types, only the form selected in the Form field will be available to use with the automation process. |
| Run Only Once Per Form | Controls whether the process will only be run once per form in the view, or can be run multiple times. It's recommended to keep this option ticked. |