This allows you to show fields with a contact record as a column on your list. So you can show details of a contact who is linked to the matter. For example, a customers name or phone number.
There are two options for Action Participant Data Sources:
Action Participant (1 row per action)
If there are multiple results for what you are wanting to display then all of these will be displayed in the same line. For example, if you have a column that displays the names of the client for a matter and there are three clients then all three names will be listed in the row.
Example of Action Participant (1 row per action)
This option is good if you want to just have one row per action. Where the important feature on each row is the Action.
Action Participant (n rows per action)
This will give you a separate row in your table per record in this column. For example, if you have a column that displays the names of the clients, for each client there will be a separate row. The other details in other columns will be repeated.
Example of Action Participant (n rows per action)
This option is good if you want your list to focus on each contact, for example, a list that shows all the clients for open matters and what matters they are assigned to.
Selecting the Participant Data
When searching for the name of what you want to display you will need to specify what field you want to display (First Name, Address line, phone1, etc) and the participant type that you are wanting to show the information for (client, broker, surveyor, etc)
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The field that you are searching for should be the merge filed name for that field. These can have different names from how they display in your system. For example, if you want the email address you will need to search for "e_mail". If you cannot find the field you are looking for then search in your list of merge fields (Administration > Document Templates > List of Merge Fields). Use the filter function to filter the the data source by Participant Data and enter the name of what you are looking for in the merge filed name or description. |
To give an example, if you are wanting to have a column display the date of birth of the contacts that are loaded under participant type "customer" you would search for "customer" then a space and "date".
You can also enter in more than one participant data into one column. So to continue the example above, if you had some action/matter types with the participant type "customer" and others where they are called "Customer_Primary Contact" and you would like the date of birth to display for the participants loaded against either of these participant types you could search for and enter one, then search and enter another.
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360054271914 |