How To
Check Company
CCH Workflow
Check Company is a workflow activity available for all workflow types in Standard and Advanced Designer. Check Company is an automated activity which checks the values of the Company field set in the Responsibility tab within Client or Contact screen.
Details
In the example below, the activity verifies if the company CCH or UK Express is set on the client that has the workflow started. If none of the companies exist on the client, the next step in progress will be the step set as a default choice.
To set the Step Properties:
- Enter the Name of the Check Company step.
- Select a Company value from the Name of Choice drop down box.
- Select the next step from As a result jump to.
- Add multiple choices and a default choice if needed.
Users can add choices in the Step Properties of the Check Company activity for all the companies that are set within File > Maintenance> Internal > Companies. If the number of existing choices equals the number of companies and the user tries to add a new choice, the following message is displayed:
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