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.
Steps to Create the Add Event Action
Let's understand the steps with the following example, where the "Add Event" action is triggered when a matter is moved to a new stage.
Click on
Automationon the left and further select+ Add Workflow.Add the
Workflow Name, andWorkflow Description.
Select
Matter moved to stage, and click onContinue. If you want to do it for a particular pipeline and stage, select thePipelineandStage. Otherwise, just click onContinue.Select
Add Eventas the action and click onNext.Add the
Meeting TitleandDescriptionor 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.
Choose the calendar for scheduling the event. All user calendars, including team calendars, will be listed.
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.
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 the workflow can automatically identify the matter.
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.
Click the
Add Participantlink 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. The Start/End date can be either based on the following:
It can be based on the workflow trigger date, or it can also be based on values from previous steps like; matter open date, statute of limitations, etc.
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.
Click
Doneto save your changes. If you need to remove a previously selected date, clickRemoveorCancelto discard changes.
Start Time/End Time: Enter the time in the following format: HH: MM AM/PM. Or click the
clock iconto open a clock from which you can select when the meeting will begin and end.Click on the time and then select the time on the clock.
Choose AM or PM and click
OKto set the time.
Tags: Tags in Lawcus allow you to categorize your Events. This will help you filter events based on categorization.
At the end, click on
Saveto save the workflow.