Lawcus provides a powerful automation feature that makes it easier to handle events. Instead of manually adding events every time, you can set up an automatic process.
This article offers a step-by-step guide for Lawcus users to configure the 'Add Event' action in workflows.
In the following example, the "Add Event" action is triggered when a matter is moved to a new stage.
The Meeting Title and Description fields will allow you to enter or select a value from the trigger record or the record referenced in previous steps. A value must be chosen from predefined values for the remaining fields.
Meeting Title: Enter a brief title for the meeting or choose from available options by clicking the icon. You can also pull values from previous steps in the workflow.
Description: Enter a short description of the meeting or its agenda, Or click the icon to select a value from the trigger record or the record referenced in previous steps.
Calendar: Choose the calendar for scheduling the event. All user calendars, including team calendars, will be listed.
Matter: Select an existing matter from the list or use a custom value. If you choose the custom value option, you'll be prompted to select the Matter ID from the trigger record or a previous step.
Note- If you select a specific matter, then the event will always be created for that matter, so make sure you choose the custom value so that workflow can automatically identify the matter.
Participant: Click the down arrow to select the participant's name from the list of users. Or, you can use a custom value, which will prompt you to choose the participant value from the trigger record or a previous step, which is the matter client.
Add Multiple Participants: Click the "Add Participant" link to include additional participants in the event (meeting).
Note: To delete a participant, click the trash can icon to the right of the participant's name.
Start/End Dates: Specify the start and end dates for the event.
1. The Start/End date can be either based on the following:
> It can be based on the workflow trigger date.
> It can also be based on values from previous steps like - matter open date, matter custom fields,
2. You can specify a date before or after a certain number of business or calendar days. Use the drop-down menu next to "After/Before" to toggle between the two options.
3. Click "Done" to save your changes. If you need to remove a previously selected date, click "Remove" or "Cancel" to discard changes.
In the example below, the Start date has been set to occur three business days after the trigger date. In our example, this means the event will be scheduled three days after the date the workflow is triggered.
Start Time/End Time: Enter the time in the following format: HH: MM AM/PM. Or click the clock icon to open a clock from which you can select when the meeting will begin and end.
1. Click on the time and then select the time on the clock.
2. Choose AM or PM and click "OK" to set the time.
3. Click "Save" to save your changes to the action.
Tags: Tags in Lawcus allow you to categorize your Events.
This will help you filter events based on categorization.
By following these instructions, you can easily automate event management in Lawcus, making the process more efficient and hassle-free. It provides customizable fields for meeting details, date and time settings, participant selection, and tagging for event categorization. This feature allows Lawcus users to save time and improve their event management workflow.