This article contains information relating to features available in Actionstep's Practice Pro and Practice Pro + Accounting plans.
In this article, we'll review the process of adding a related matter type to a step change in Actionstep's Practice Pro system. This will prompt users to create a new related matter or associate an existing related matter on a certain step in a workflow.
First, we need to get to the page in Actionstep where you can set what happens on a step change.
Go to Admin > Matter Types > (Open one of the types > Workflow > (Select a step from the list of steps on the right side of the screen).
Ensure that the "Related Matters" switch within the "Step actions" setting section is turned on. This will cause a "Related Matters" section to appear.
Select "Add Row"
This will cause a dropdown to appear. From this dropdown, you can select a related matter type to associate with this step. You can also indicate whether relating a matter is required at this step.