Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The Client filter is available when creating Custom Automation Processes, allowing practices to automate processes based on clients in FYI. For example, practices may use the filter to trigger an automation when a client meets certain view conditions, for example, sending a bulk email to clients with a specific Custom Field option selected.
Depending on the filter selected, users will be able to select an existing Client List view, or using the Select Filters option, update the fields to filter the data from within the Automation Process.
Client - View Filters
To use the Client - View Filters filter:
- From the Process Details tab, click the edit icon next to Filter.
- Select the Filter Type of Client - View Filters.
- Select a View from the drop-down.
Note: If the required view is not displayed, ensure the view has been enabled for Automations. Refer to Managing Views.
- Enable the Run Only Once Per Client option to prevent the automation from running multiple times for the same client.
- Click Save.
For examples of using the Client Filter Type, refer to Custom Process Examples for Client Management.
Client - Select Filters
To use the Client - Select Filters filter:
- From the Process Details tab, click the edit icon next to Filter.
- Select the Filter Type of Client - Select Filters.
- A range of client fields will be displayed, including Custom Fields. Update the fields as required, ensuring that dates are entered using the YYYY-MM-DD format. Underscore '_' and percent signs '%' are supported wildcards are supported for text and date fields.
Clients must match all fields to be included in the filter.
Note: Not all client detail fields are displayed, for example, address fields. To filter clients based on these fields, use the Client List to create a filtered view, and refer to the Client - View Filters option above.
- Tick Include Archived to include archived clients in the filter results.
- Click Save.