CCH Workflow
Check Office
The document describes the "Check Office" workflow activity, available in both Standard and Advanced Designer. This automated feature verifies the Office field specified in the Responsibility tab of the Client or Contact screen. It ensures that a specified office (e.g., London) is associated with the client initiating the workflow; if not, it defaults to the next designated step. Instructions for setting properties such as naming the step, selecting office values, and defining next steps are provided, along with a note on limiting choices based on existing office entries.