Steps are set up to run a Function for the relevant Application. For the function that is selected, the details of what each Step does within FYI is then controlled by the settings in the Drawer for the Step. These control any actions, for example, how the document is filed, settings for the workflow and whether a task or comments are created as part of the Step.
The settings available will depend on what type of function the Step is doing and as relevant, these follow the same options that are available when creating that type of document directly in FYI. For example:
- Action (for example, creating an email or document, selection of a template, how to handle attachments).
- Filing (for example, the name of a document).
- Workflow (for example, the Owner of the document, an Approver and a workflow status such as "Approved", "Pending Client Signature" or "Client Signed").
- Task (determines if a Task is created as part of the Step).
- Comment (determines if a Comment is added to a document which can also send a notification).
For details and examples of how to set up the Steps, refer to the following:
- Process Step Details - Creating and Altering Documents, Creating Tasks
- Process Step Details - Updating Clients, Creating and Updating Jobs
- Process Step Details - Other Functions
This article contains the following sections:
- Adding a Step
- Editing, Cloning, Adding Note, Deleting and Moving Steps
- Resetting a Process
Adding a Step
- Open the Process and, to add a Step, click the Add Step button.
Each Step is set up for the Application that it accesses.
Choose the Application (FYI Actions or Ledger)
When FYI Actions is selected as the application, the function can be selected as one of the following:
When a Custom Process uses a Document view as the filter, the Alter Document Step can be used to change filing details (for example, the Filing Status, Cabinet or Workflow settings) or to create a Task or Comment to send a notification. Refer to Custom Processes using Views and Summary Notifications.
Create Email, Create Word, Create Presentation, Create Spreadsheet, Create Meeting, Create Note, Create Phone
To create an Office email, Word, PowerPoint or Excel document, or a Phone Call, File Note of Meeting in FYI (refer to Create Email, Create Word, Spreadsheet and Presentation and Create Phone, Create Note, Create Meeting in Process Step Details - Creating and Altering Documents, Creating Tasks).
To create a PDF document using a PDF template.
This can be used with a Client View process to create a Job (refer to Create Job in Process Step Details - Updating Clients, Creating and Updating Jobs).
This creates an FYI Task (refer to Task Steps in Process Step Details - Creating and Altering Documents, Creating Tasks).
This creates an FYI Meeting.
Delay can be used to set a delay in the process (refer to Delay in Process Step Details - Other Functions). This can be set to a number of hours, days or weeks so that the next Step in the process is not run until that delay is over.
This will execute any other Manual process that has been set up in FYI Automation.
This sends out a summary of more than one notification. This Step is only available for a custom process and when a Document, Job or Task view has been selected as a filter. Refer to Custom Processes using Views and Summary Notifications.
This can be used to stop a process that is running using a filter or a view and where the underlying selector has changed so that the trigger is no longer applicable. This could be where a change has been made manually. For example, if a process has been set up to select a document, client or jobs using a specific status and this is changed manually while the process is running, that document, client or job would not then be included in the view. Any remaining Steps in the process are then stopped.
Update Client can be used to update Custom Fields (refer to Update Client in Process Step Details - Updating Clients, Creating and Updating Jobs). For practices integrated with Xero Practice Manager, this will sync the change to Xero Practice Manager. Refer to Client Custom Fields.
This can be used to update the Job State, Manager and Partner, State and Due Date, or to update one or more Job Custom Fields on Jobs.
For practices integrated with Xero Practice Manager, the Update Job Step can also be used to update the Name, Budget, Start Date and Due Date.
If Job Cabinet Security is enabled in your Practice Settings, you can update the Cabinet.
Refer to Update Job in Process Step Details - Updating Clients, Creating and Updating Jobs. For practices integrated with Xero Practice Manager, this will sync the changes to Xero Practice Manager.
Update Job is only available for a custom process and when a Job View has been selected as a filter, or if a Document View is selected as a filter and in this case, a Job will only be updated only if the document is assigned to a Job.
When Ledger is selected as the application, the function can be selected to Import a report (Balance Sheet, Bank Summary, Budget Summary, Profit & Loss, Trial Balance) to import the relevant report from Xero Ledger. Refer to Client Ledger Reports AutoFile (Australia and UK).
For practices that have the integration with myprosperity, when the Custom Process is filtered on a Document View, an additional myprosperity Application displays.
When myprosperity is selected as the application, the Share Document function can be selected:
When a Custom Process uses a Document view as the Filter (refer to Custom Processes using Views and Summary Notifications) the Share Document Step can be used to share a document directly to myprosperity without sending an email. This is the same as using the Share function for a selected document and selecting Send via as "myprosperity" (refer to Sharing Documents via myprosperity) but no email is sent when the document is shared via the Custom Process.
This would commonly be used to share Client Signed documents with myprosperity. Refer to myprosperity Share Document in Process Step Details - Other Functions.
Editing, Cloning, Adding Note, Deleting and Moving Steps
To edit a Step, click anywhere on the Step, or click the Edit tool next to the relevant Step, and the drawer opens.
To copy a Step, click the Clone tool next to the relevant Step. Clone will copy that Step below the selected one.
To add a note as a comment to a Step, click the Add Note tool. This can be used to add comments and provide further context, or to provide a description of what the Step does. It can also be used for internal automation audits.
- Click the Add Note tool to open a pane in the Step. A Note can be added while the drawer is open or closed.
- Click inside the pane to enter the text for the Note.
Formatting such as bold and colours can be added by first selecting text and setting the formatting from the pop-up. Additional formatting can be applied to the text by clicking the + button on the left-hand side of the pane.
- Click Save to save the Note and close the pane.
To delete a Step, click Delete tool next to the relevant Step.
Move a Step
To move a Step, to change the sequence, you can drag and drop it up or down in the sequence to the new location.
Use the 'move' icon next to the Step number to move it. If you click on any other columns, it opens the respective Step. Steps are automatically renumbered. You cannot change the sequence of a Step to above one that it depends on, that is, where the result of one Step is used in a Step below it.
Resetting a Process
In a Sample Process, clicking Reset will reset the process Steps back to the configuration as initially installed by FYI.
In a Custom Process, clicking Reset clears everything except the Filter.