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Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Use Client - View Filters when creating a custom process to identify the clients to include when the process runs by selecting an existing Clients list view.
For example, practices may use a Clients list view to run an Automation Process that sends a bulk email to clients with a specific Custom Field option selected.
Using Client - View Filters
To use the Client - View Filters filter:
- From the Process Details tab, select the edit icon next to Filter.
- For Filter Type, select Client - View Filters.
- Select a View from the drop-down.
If the required view is not displayed, ensure the view has been enabled for Automations. - Enable Run Only Once Per Client to prevent the process from running multiple times for the same client.
- Select Save.
Examples of processes using client filters are available in Custom Process Examples for Client Management.