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
Use Client - Select Filters when creating a custom process to identify the clients to include when the process runs by filtering client fields directly in the process.
This option allows you to define the client criteria without selecting an existing Clients list view.
Using Client - Select Filters
To use the Client - Select Filters filter:
- From the Process Details tab, select the edit icon next to Filter.
- For Filter Type, select Client - Select Filters.
- A range of client fields will be displayed, including Custom Fields. Update the fields as required.
Dates must be entered using the YYYY-MM-DD format.
The _ (underscore) and % (percent sign) wildcards can be used for text and date fields. Use _ to match exactly one character, and % to match any number of characters that follow. For example, entering "1982%" matches dates beginning with "1982", such as "1982-03-15".
Clients must match all fields to be included in the filter.
Not all client fields are displayed, such as address fields. To filter clients based on these fields, create a filtered view in the Clients list, then use Client - View Filters.
- Select Include Archived to include archived clients in the filter results.
- Select Save.
Examples of processes using client filters are available in Custom Process Examples for Client Management.