How To
Field Chooser
CCH Workflow
In line with the standard CCH Central functionality the right click option is available to add additional fields to the workflow homepage. The fields available differ depending on the workflow type, eg;
Standard Central fields
- Client Code
- Client Company
- Client Department
- Client Office
- Client Partner
- Contact Id
- Year End
- Client Team Responsibilities
- Fee budget and Fee budget left
- Extra fields (subject to a system configuration key - see below)
Assignment Jobs fields
- Assignment Name: Displays the name of the assignment that has the job with the workflow attached; and it is linked to the Client > Assignments tab.
- Job Name: Displays the name of the job that has the workflow attached.
Document Management fields
- Document Name
Personal Tax fields
- ContactType: Other Person/Trust/Partnership
- Tax Year: Displays the tax year and opens the corresponding Tax Return that has the workflow attached.
- Tax Return Type: ie SA100/R40
Corporation Tax fields
- POA End: Displays the Period of Account End date and opens the corresponding Tax Return that has the workflow attached.
Accounts Production fields
- AP Period End: Displays the Accounts Production Period End date and opens the Accounts Production screen corresponding to the workflow that is attached to that period.
Extra fields - configuration key
If you want to include your extra fields in the fields chooser, set the following configuration key in your system:
WorkflowAddExtraFields | Value = 1
Configuration keys are accessed by selecting File > Maintenance > User Defined > Configuration, and will affect all users of the system.
Related documents
CCH Workflow 2025.3: Release Notes
The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
VAT Workflow : Quick Start Guide
This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
Progressing the tasks
This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
Progressing workflows
This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
Introduction to the Workflow homepage control
The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.