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automation."}]}]}],"attrs":{}},{"uid":"bb572599378c4e1f9e97c4b1804e8cf5","type":"reference","attrs":{"display-type":"display","asset-uid":"blte71ef4258bfaa106","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte71ef4258bfaa106/690a9cb0e1d93661dfff16e6/Add_All_Staff_Roles_to_Email_Action_Recipient_List_Image.png","asset-name":"Add_All_Staff_Roles_to_Email_Action_Recipient_List_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Add_All_Staff_Roles_to_Email_Action_Recipient_List_Image.png","asset-alt":"Add_All_Staff_Roles_to_Email_Action_Recipient_List_Image.png","inline":false},"children":[{"text":""}]},{"uid":"8c861fc5cd064e458e32351fd98dfd44","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"170f02080b3e446199baddddc080f189","type":"ul","attrs":{},"children":[{"uid":"13d293670f134ca0adc0d049199645c2","type":"li","attrs":{},"children":[{"text":"Action – Update Checklist Task Status\r","underline":true}]},{"uid":"6273990b4d10493092cb147f9e9153f4","type":"ul","attrs":{},"children":[{"uid":"d3fdeba5a5644c2a8b6b917d905a71f6","type":"li","attrs":{},"children":[{"text":"Users can now create an automation that updates a checklist task’s status as one of the available actions.\r"}]},{"uid":"ea863aaded594dc7808346dcecce0a81","type":"li","attrs":{},"children":[{"text":"The action is called “Update Checklist Task Status.”\r"}]},{"uid":"7058dd73bfa74e9cb0bbaddd9c05c230","type":"ul","attrs":{},"children":[{"uid":"7490d5d952614ddc9b621142085fa0e4","type":"li","attrs":{},"children":[{"text":"Settings\r"}]},{"uid":"083c6b626a0b4fcc9b892e7f0d089f3d","type":"ul","attrs":{},"children":[{"uid":"348e1829afeb41848013be2b89ffa3e8","type":"li","attrs":{},"children":[{"text":"Checklist Code – Displays all existing checklist codes\r"}]},{"uid":"69c1385ac92842b8a329c70c70a76199","type":"li","attrs":{},"children":[{"text":"Task Status – Select the new status to update the task to\r"}]}]},{"uid":"72bcf7e019e345998246f6e2cc0649c5","type":"li","attrs":{},"children":[{"text":"Repeating Items\r"}]},{"uid":"6ba77d2b67204eeba22d94553b230bd0","type":"ul","attrs":{},"children":[{"uid":"f4ec470d32d446afabefcdb8a98e38f1","type":"li","attrs":{},"children":[{"text":"Repeating items with Auto-repeat unchecked that are closed through an automation will remain closed and will not automatically re-open.\r"}]},{"uid":"f484aa6fae8d4299b028408d34ea8e95","type":"li","attrs":{},"children":[{"text":"Repeating items with Auto-repeat checked will re-open (as if the user selected “Yes” on the re-open prompt) with the updated due date.\r"}]}]}]},{"uid":"5f648377bccb48908f28bff51a79c978","type":"li","attrs":{},"children":[{"text":"Child tasks of parent tasks closed by an automation will continue to be added to the case as expected.\r"}]}]}]},{"uid":"76de8951d4874289a997f68a27bc7d70","type":"reference","attrs":{"display-type":"display","asset-uid":"bltba69d8c27ada29fe","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltba69d8c27ada29fe/690a9ce9d9f2e0475cde926d/Action_–_Update_Checklist_Task_Status_Image.png","asset-name":"Action_–_Update_Checklist_Task_Status_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Action_–_Update_Checklist_Task_Status_Image.png","asset-alt":"Action_–_Update_Checklist_Task_Status_Image.png","inline":false},"children":[{"text":""}]},{"uid":"8644f9a3dea9456697b105baddc6e30a","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"edc8ba944c474097aa7c01200064411c","type":"ul","children":[{"uid":"505229980f824e22a753a935c228348d","type":"li","children":[{"text":"Add Referred By & Referred To Contacts to Email Recipient List\r","underline":true}],"attrs":{}},{"uid":"fccde396652f4d938ac54d7f94be4c23","type":"ul","attrs":{},"children":[{"uid":"88cfd54576a241c9947d12879b5f5431","type":"li","attrs":{},"children":[{"text":"The Referred By and Referred To contact roles have been added to the \"Contacts\" subsection in the \"Send an Email\" action’s \"To\" dropdown.\r"}]},{"uid":"c6dd9a72598c4e968060b3fe90d7fd55","type":"li","attrs":{},"children":[{"text":"When Referred By or Referred To is selected in the To dropdown within the email options, the primary email address of the contact assigned to the case or intake’s Referred By or Referred To field will automatically be added as a recipient for the outgoing email.\r"}]}]}],"attrs":{}},{"uid":"ee30793af8c246369e607d6d8b1f9a7e","type":"reference","attrs":{"display-type":"display","asset-uid":"bltad2767061a1ceda7","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltad2767061a1ceda7/690a9d086e7c72ce370a0d16/Add_Referred_By_&_Referred_To_Contacts_to_Email_Recipient_List_Image.png","asset-name":"Add_Referred_By_&_Referred_To_Contacts_to_Email_Recipient_List_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Add_Referred_By_&_Referred_To_Contacts_to_Email_Recipient_List_Image.png","asset-alt":"Add_Referred_By_&_Referred_To_Contacts_to_Email_Recipient_List_Image.png","inline":false},"children":[{"text":""}]},{"uid":"52346a53900d4942ae09209abb8ab824","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"e6179e0761164c61ad4ff513c6e61caa","type":"ul","children":[{"uid":"cf6933c4416b4f38ab3a8feda61a8e68","type":"li","children":[{"text":"New Trigger - Case Opened\r","underline":true}],"attrs":{}},{"uid":"815acf835bc1498487bb6aabc1842ca3","type":"ul","attrs":{},"children":[{"uid":"432ac0bcc6374992be80ba9768e4fc60","type":"li","attrs":{},"children":[{"text":"Users can now create automations that trigger when a case is created, either by converting an intake into a case or by creating and saving a new case directly.\r"}]},{"uid":"37aabc025d0d442dbe16b91cf2d5068c","type":"li","attrs":{},"children":[{"text":"A new trigger has been added called \"When a Case is Opened.\"\r"}]},{"uid":"33b1f8f00dfe4819b46917540a0f2620","type":"ul","attrs":{},"children":[{"uid":"8ad1349fb8ad4d1ca606a23702a5c30a","type":"li","attrs":{},"children":[{"text":"Conditions:\r"}]},{"uid":"50f7800ef62644c0b09a76d619612d38","type":"ul","attrs":{},"children":[{"uid":"866bc56b3d8b4c46a08774cb14d7ef9f","type":"li","attrs":{},"children":[{"text":"Case Type – Defaults to \"Any\" (required, multi-select).\r"}]},{"uid":"8a69465da7424b45a502da910a4df2ea","type":"li","attrs":{},"children":[{"text":"Primary Staff – Defaults to \"Any\" (includes Null Primary Staff), not required, multi-select, displays staff directory list.\r"}]},{"uid":"a3cc5948d77a4b969b51361031e865ce","type":"li","attrs":{},"children":[{"text":"Intake Closed Status – Not required, multi-select, displays all Closed-Staged, Qualified, and Active intake statuses (same options as the status dropdown in the \"Make a Case\" workflow).\r"}]}]},{"uid":"8098b5237a2047218ae6370854289ab7","type":"li","attrs":{},"children":[{"text":"Disabled Actions:\r"}]},{"uid":"bf847897697c44f784830faf53ca2cce","type":"ul","attrs":{},"children":[{"uid":"c47fb0f5d5864c50bd88640dec7d0ca5","type":"li","attrs":{},"children":[{"text":"The \"Change Intake Status\" action is disabled for this trigger.\r"}]},{"uid":"d2333e456ff84b8898819548d502b0e5","type":"li","attrs":{},"children":[{"text":"If the \"Change Intake Status\" action was already selected, it will be removed when switching to this trigger.\r"}]}]},{"uid":"172fcdd03f5047b4986c0d9c9712e511","type":"li","attrs":{},"children":[{"text":"This trigger activates when:\r"}]},{"uid":"13c9229dc7fb4f9b90b1db41e77b5fcc","type":"ul","attrs":{},"children":[{"uid":"adaf472b3b4a41e1b2de5e0f1f9d4086","type":"li","attrs":{},"children":[{"text":"An intake is converted into a case through the \"Make a Case\" workflow.\r"}]},{"uid":"8b3fbe0052184d519e672f31c2f1879f","type":"li","attrs":{},"children":[{"text":"A new case is created through the + New Case workflow.\r"}]},{"uid":"c0f553e1a5c54cdb914baabf5557c86b","type":"li","attrs":{},"children":[{"text":"A case is created directly through the API from a third-party integration.\r"}]}]},{"uid":"ce4c5ecaec244af39389946d86760ef7","type":"li","attrs":{},"children":[{"text":"This trigger does not activate when cases are imported through the import workflow.\r"}]}]}]}],"attrs":{}},{"uid":"98fe33c4f4894a288581ecd5395ce388","type":"reference","attrs":{"display-type":"display","asset-uid":"blt651122844bf83c4e","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt651122844bf83c4e/690a9d4e83a0d680bbcd7bf0/New_Trigger_-_Case_Opened_Image.png","asset-name":"New_Trigger_-_Case_Opened_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"New_Trigger_-_Case_Opened_Image.png","asset-alt":"New_Trigger_-_Case_Opened_Image.png","inline":false},"children":[{"text":""}]},{"uid":"64c9c5f5eaec4e6aa8c390c61d0a08a4","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"961b9d0b540944ff839b1b0ad8b05de2","type":"ul","children":[{"uid":"d21b24459ceb49638cdba4c6bbc535f0","type":"li","children":[{"text":"New Trigger: Case Closed\r","underline":true}],"attrs":{}},{"uid":"a745a8aa4fd04a2ea1a034cd19b04518","type":"ul","attrs":{},"children":[{"uid":"d07655ad4718441ebf987a26c65f0981","type":"li","attrs":{},"children":[{"text":"Users can now create automations that trigger when a case is closed.\r"}]},{"uid":"2f3ca1d267034f46aac7dfc8d3300477","type":"ul","attrs":{},"children":[{"uid":"f37b2bbf16c14562be3610748e89a92b","type":"li","attrs":{},"children":[{"text":"A new trigger has been added called \"When a Case is Closed.\"\r"}]},{"uid":"5d90352506754255bce7f981aa899d69","type":"ul","attrs":{},"children":[{"uid":"c8c665e76bd5439ea165405010efddc5","type":"li","attrs":{},"children":[{"text":"Given an automation with this trigger, when a case’s \"Case Closed\" date field is filled and saved, and the case is marked as \"Closed,\" the automation will run if all other defined conditions are met.\r"}]}]},{"uid":"06a20000234c48889e78d8f19b14863c","type":"li","attrs":{},"children":[{"text":"Conditions:\r"}]},{"uid":"ce70d66608d246bf981ac7497aee24ed","type":"ul","attrs":{},"children":[{"uid":"9d80c513edbb4948bd3ab2d790027c11","type":"li","attrs":{},"children":[{"text":"Case Type – Defaults to \"Any\" (Required, Multi-Select).\r"}]}]},{"uid":"5e801a2d4a354e88ba970cb1de1a4fb1","type":"li","attrs":{},"children":[{"text":"Disabled Actions:\r"}]},{"uid":"466823a21fae42e6a79e9d67115b643b","type":"ul","attrs":{},"children":[{"uid":"2f8f369067e64d23810f758413eaf884","type":"li","attrs":{},"children":[{"text":"The \"Change Intake Status\" action is disabled for this trigger.\r"}]},{"uid":"1d8a68cee5cf4277879dfb8ab5483b14","type":"ul","attrs":{},"children":[{"uid":"0613c5d5c90249b288421ec59a32370e","type":"li","attrs":{},"children":[{"text":"If the \"Change Intake Status\" action was already selected, it will be removed when switching to this trigger.\r"}]}]}]}]}]}],"attrs":{}},{"uid":"409e893097234cafbbcec5f5a4784e85","type":"reference","attrs":{"display-type":"display","asset-uid":"blt3a930d1587ce2093","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3a930d1587ce2093/690a9d989e551d5bcbb6e176/New_Trigger_Case_Closed_Image.png","asset-name":"New_Trigger_Case_Closed_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"New_Trigger_Case_Closed_Image.png","asset-alt":"New_Trigger_Case_Closed_Image.png","inline":false},"children":[{"text":""}]},{"uid":"3e3c350f4ba043ec88d32041aa5fd9ba","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"35bbbf783c0a4d80af07a9c2cc897995","type":"ul","children":[{"uid":"143585bd320b461188c8e836d07748ca","type":"li","children":[{"text":"Create New Manual Trigger Layout & Add Manual Case Triggers Dropdown to Cases & Intakes\r","underline":true}],"attrs":{}},{"uid":"f694239d89a940b494ca918e72d47f73","type":"ul","attrs":{},"children":[{"uid":"ee36360da8f040319434a5d5ebf79baa","type":"li","attrs":{},"children":[{"text":"Users can create new “Manual Trigger” automations in the Automations Editor and access them in cases and intakes through the “Workflows” dropdown.\r"}]},{"uid":"faeade69b18844f6ac2a2ab397540d14","type":"ul","attrs":{},"children":[{"uid":"00854c6939774a2cab08483c62a0d74d","type":"li","attrs":{},"children":[{"text":"Using the Case Type Trigger condition field, users can configure the automation to appear for all case types or limit it to specific ones where the manual workflow should be available.\r"}]}]}]}],"attrs":{}},{"uid":"861543646578436a9d66c85e6ecc9d61","type":"reference","attrs":{"display-type":"display","asset-uid":"blt6caf17291ace09a4","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6caf17291ace09a4/690a9db9249d491fb6e061af/Create_New_Manual_Trigger_Layout_&_Add_Manual_Case_Triggers_Dropdown_to_Cases_&_Intakes_Image.png","asset-name":"Create_New_Manual_Trigger_Layout_&_Add_Manual_Case_Triggers_Dropdown_to_Cases_&_Intakes_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Create_New_Manual_Trigger_Layout_&_Add_Manual_Case_Triggers_Dropdown_to_Cases_&_Intakes_Image.png","asset-alt":"Create_New_Manual_Trigger_Layout_&_Add_Manual_Case_Triggers_Dropdown_to_Cases_&_Intakes_Image.png","inline":false},"children":[{"text":""}]},{"uid":"7bad64bea14b4c4a90c64de6f409b046","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"8626997a24134c5d8ba534939df6663d","type":"p","children":[{"text":"NEW AUTOMATION EDITOR\r","bold":true,"underline":true}],"attrs":{}},{"uid":"974aaa2e60b447d38be8aa5a5ea72604","type":"ul","children":[{"uid":"0ed2ae098bbc4bb2961a094c082f5110","type":"li","children":[{"text":"Editor Side-Pane UX Updates\r","underline":true}],"attrs":{}},{"uid":"3eca962d647e4fc0bc3fba10729efe43","type":"ul","attrs":{},"children":[{"uid":"5aa111fc65454a9bbe9400183c568111","type":"li","attrs":{},"children":[{"text":"The Automations Editor side-pane has been updated as follows:\r"}]},{"uid":"a04ad392d31c4237b6e64a4492b8d28a","type":"ul","attrs":{},"children":[{"uid":"1370b862a8fd4a5f924c12d2f9d7a525","type":"li","attrs":{},"children":[{"text":"Added a Trigger header for clearer organization.\r"}]},{"uid":"47022bcc0bcc43c1a31028060d6864d0","type":"li","attrs":{},"children":[{"text":"Removed the trigger field label and expanded its width to fill the side-pane.\r"}]},{"uid":"936943602ee540b0990e9711733dd135","type":"li","attrs":{},"children":[{"text":"Increased the width of Trigger Condition and Action Settings dropdowns.\r"}]},{"uid":"d2fff5a9144243f1805154c496129bdd","type":"li","attrs":{},"children":[{"text":"Updated dropdown menus to expand fully and truncate long entries for better readability.\r"}]},{"uid":"615a4eecd3f740ca8d0718dbf213db9b","type":"li","attrs":{},"children":[{"text":"Added validation to ensure Checklist Status is a required field.\r"}]},{"uid":"ce21512a68f640d486769fe2317359b2","type":"li","attrs":{},"children":[{"text":"Fixed Save button validation for actions tied to required fields\r"}]}]}]}],"attrs":{}},{"uid":"8b06f01b3dc945698a0923beb0c777a0","type":"reference","attrs":{"display-type":"display","asset-uid":"blta7c371029f492f25","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta7c371029f492f25/690a9e53dcc341f38aa5e1d7/Editor_Side-Pane_UX_Updates_Image.png","asset-name":"Editor_Side-Pane_UX_Updates_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Editor_Side-Pane_UX_Updates_Image.png","asset-alt":"Editor_Side-Pane_UX_Updates_Image.png","inline":false},"children":[{"text":""}]},{"uid":"7aba712128a248f4aaa9b978cd053d4b","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"12bb50e271af4956a10654663b9e1366","type":"p","children":[{"text":"AUTOMATION DISCOVERABILITY\r","bold":true,"underline":true}],"attrs":{}},{"uid":"9ab6a9e6d58e48e28a6d6abc387dc58e","type":"ul","children":[{"uid":"e401e4a3fe2b4b71a1346604e7e200c3","type":"li","children":[{"text":"Add Automation to Case Type Settings\r","underline":true}],"attrs":{}},{"uid":"62ad7c5d0f0c43aa94afa0947da33e90","type":"ul","attrs":{},"children":[{"uid":"1988360e97574f948a9ba8c00e10c029","type":"li","attrs":{},"children":[{"text":"Users can quickly create a new automation using the quick action menu in a case or intake\r"}]},{"uid":"0e45de633f8d4b54b1ff24f0a207106e","type":"ul","attrs":{},"children":[{"uid":"f6a7955e13a1459988fdfbd692533c5a","type":"li","attrs":{},"children":[{"text":"Clicking this button opens a checklist task automation with the current case type automatically selected in the Case Type field.\r"}]}]},{"uid":"28b18371aa114870975c2ee361f211d2","type":"li","attrs":{},"children":[{"text":"Additionally, the Duplicate Case Type action has been moved out of the 3-dot menu and is now available as its own button in the Case Type header.\r"}]}]}],"attrs":{}},{"uid":"e22e68a9d25644a59cb67f03f79aafd4","type":"reference","attrs":{"display-type":"display","asset-uid":"bltf03b3de2925492fa","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltf03b3de2925492fa/690a9e7b33d908d554172f3b/Add_Add_Automation_to_Case_Type_Settings_Image.png","asset-name":"Add_Add_Automation_to_Case_Type_Settings_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Add_Add_Automation_to_Case_Type_Settings_Image.png","asset-alt":"Add_Add_Automation_to_Case_Type_Settings_Image.png","inline":false},"children":[{"text":""}]},{"uid":"7c60964287734bd29aaec22633e963ff","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"2ca2a7bb79b74252b260bd2e2f833da7","type":"ul","children":[{"uid":"3b03664a7bf040908545097cd3b87b99","type":"li","children":[{"text":"Create an Automation from a Case (Quick 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Validation\r","underline":true}],"attrs":{}},{"uid":"3e7b19c8343c41fea76e448184e97acc","type":"ul","attrs":{},"children":[{"uid":"9840305042734a6aae7fc98ec88038df","type":"li","attrs":{},"children":[{"text":"The required field validation for the Automation Title field has been fixed and now displays in red when the field is left empty.\r"}]},{"uid":"d69e3cd907cf411cbd8cb5d2791e33ec","type":"li","attrs":{},"children":[{"text":"The size, layout, and label of the title field have also been updated to improve visibility and usability.\r"}]}]}],"attrs":{}},{"uid":"815c627a5c5b423e8191481c8d713455","type":"reference","attrs":{"display-type":"display","asset-uid":"blt0f63120fd8a8a9a2","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0f63120fd8a8a9a2/690a9eae58d2e5556fc2e3e6/Update_Automation_Editor_Title_Field_Layout_and_Validation_Image.png","asset-name":"Update_Automation_Editor_Title_Field_Layout_and_Validation_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Update_Automation_Editor_Title_Field_Layout_and_Validation_Image.png","asset-alt":"Update_Automation_Editor_Title_Field_Layout_and_Validation_Image.png","inline":false},"children":[{"text":""}]},{"uid":"d573f6ca44f14ff080a3eccabe207794","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"d803d4764af94a47b64dca932f2cade8","type":"ul","children":[{"uid":"64537eabe9f948fe9b4efcf08cb8a398","type":"li","children":[{"text":"Add URL Path & Update Tab Headers\r","underline":true}],"attrs":{}},{"uid":"45933c0d917c403d8dbdbb6492272093","type":"ul","attrs":{},"children":[{"uid":"a999b97e462a4222a7cd0756ea74f610","type":"li","attrs":{},"children":[{"text":"Users can now see the automation’s title displayed in the tab header alongside the automation icon.\r"}]},{"uid":"daa43fad79d844e693b03584833c8df2","type":"li","attrs":{},"children":[{"text":"The Automations directory also now includes a unique URL path and tab header for easier navigation and 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Side-pane UX Updates\r","underline":true}],"attrs":{}},{"uid":"0f31f7ed6b554da2bca09b2f07c35475","type":"ul","attrs":{},"children":[{"uid":"64c9e3ef036d4ef0834bc8302a997ee4","type":"li","attrs":{},"children":[{"text":"The Automation Directory side-pane layout has been updated to improve readability and ease of use.\r"}]},{"uid":"c4175a31f09e479d9062dc031318cd1a","type":"li","attrs":{},"children":[{"text":"The automation title area now has more space and will wrap to a second line when needed.\r"}]},{"uid":"2c1c601394a945589fc6dccd64589ed8","type":"li","attrs":{},"children":[{"text":"The View/Edit option has been removed from the 3-dot menu and replaced with a pencil icon, which opens the automation in a new tab.\r"}]}]}],"attrs":{}},{"uid":"a1b9c5a09e0c47c2adb142f0e6a081dd","type":"reference","attrs":{"display-type":"display","asset-uid":"blt15deca20b0426269","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt15deca20b0426269/690a9eed7e4cc4eba987bdc5/Automation_Side-pane_UX_Updates_Image.png","asset-name":"Automation_Side-pane_UX_Updates_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Automation_Side-pane_UX_Updates_Image.png","asset-alt":"Automation_Side-pane_UX_Updates_Image.png","inline":false},"children":[{"text":""}]},{"uid":"e57666c7a7d14fa6a8da515d4a0dfb2a","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"8cfaae6ac7394beeae569244e242fe95","type":"p","children":[{"text":"AUTOMATION HISTORY\r","bold":true,"underline":true}],"attrs":{}},{"uid":"09335383db3d4e3c9911b2d8b680817d","type":"ul","children":[{"uid":"a5199449756e4e84a5dd8b9b82fb8b54","type":"li","children":[{"text":"Automations Directory History Tab\r","underline":true}],"attrs":{}},{"uid":"5c48f0e0b6ea4b5a95cf95ebdd64086a","type":"ul","attrs":{},"children":[{"uid":"e9d0c7b9ca14470bb98bb7387f50fe2c","type":"li","attrs":{},"children":[{"text":"Users can now view a grid displaying all automation executions across the firm.\r"}]},{"uid":"5fb90c08896748fe8bc352fd41291b52","type":"ul","attrs":{},"children":[{"uid":"f6ea159ffc454598816323e247289d6c","type":"li","attrs":{},"children":[{"text":"This feature is available as a new tab in the Automations Directory called \"History.\"\r"}]},{"uid":"5135ebe5511d42709021569c6430db78","type":"ul","attrs":{},"children":[{"uid":"bb85ea7e9b0b40f8b0bb4cc3624b783a","type":"li","attrs":{},"children":[{"text":"History Table Columns:\r"}]},{"uid":"e268998ca3de48648c1ec20214a8a63d","type":"ul","attrs":{},"children":[{"uid":"0850b0a448cc42718d73d39e823c3a60","type":"li","attrs":{},"children":[{"text":"Execution Date/Time – Default sort is newest to oldest; can also be manually sorted\r"}]},{"uid":"51c4618d4d6d4a49a40cc99f3fe9ba07","type":"li","attrs":{},"children":[{"text":"Case/Intake – Displays the case name for cases and the party name for intakes; clicking opens the case or intake in a new tab\r"}]},{"uid":"03316961b536408aba5dd447fe131859","type":"li","attrs":{},"children":[{"text":"Automation Name – Displays the name of the executed automation\r"}]},{"uid":"8c6e4a5c5ab54607939111b26fe26154","type":"li","attrs":{},"children":[{"text":"Trigger Staff – Displays the staff member who triggered the automation\r"}]},{"uid":"8b76a8144aed4127a5a61cba232eb294","type":"li","attrs":{},"children":[{"text":"Case Type – Displays the case type of the triggering case or intake\r"}]},{"uid":"f1aad87aae634af6961cc9ac078159db","type":"li","attrs":{},"children":[{"text":"Trigger – Displays the trigger condition for the automation\r"}]},{"uid":"c522c01834c0465e91eac1d656f66974","type":"li","attrs":{},"children":[{"text":"Actions – Displays all actions within the automation; \r"}]}]},{"uid":"09802c0f84a742eda6990ee08cedfa1b","type":"li","attrs":{},"children":[{"text":"Single-click opens the automation side-pane from the directory tab, double-click opens it in the editor.\r"}]},{"uid":"c3b2bb5b8d5a49cd9ed74d7af60497c5","type":"li","attrs":{},"children":[{"text":"Double-click opens it in the editor\r"}]}]}]}]}],"attrs":{}},{"uid":"6b7be32217b54c6c961160ad8a2de2c8","type":"reference","attrs":{"display-type":"display","asset-uid":"blt31d4a80a2eaffa2d","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt31d4a80a2eaffa2d/690a9f3199b3e2f2330aa70a/Automations_Directory_History_Tab.png","asset-name":"Automations_Directory_History_Tab.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Automations_Directory_History_Tab.png","asset-alt":"Automations_Directory_History_Tab.png","inline":false},"children":[{"text":""}]},{"uid":"585d30d550b3450fa45f352b2d77707b","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"987769c350874555a430b561922164db","type":"ul","children":[{"uid":"fc010a009d35477f8da485b6bec283c1","type":"li","children":[{"text":"Single Automation History\r","underline":true}],"attrs":{}},{"uid":"237e8f5445c6491799d33c39071ac4c7","type":"ul","attrs":{},"children":[{"uid":"6a794cddd0a541fabacc5df36fa83f8b","type":"li","attrs":{},"children":[{"text":"Users can now view the execution history of a single automation within the Automation Directory side-pane.\r"}]},{"uid":"f0be86a83d634a97aed4de79e7c2ff25","type":"ul","attrs":{},"children":[{"uid":"8c543e24e0c94e138a2467e3d920f430","type":"li","attrs":{},"children":[{"text":"The side-pane now includes two tabs:\r"}]},{"uid":"136343466ef5467794057d2c97a078b5","type":"ul","attrs":{},"children":[{"uid":"80483d7bbc934d01bfc91f8a456ad329","type":"li","attrs":{},"children":[{"text":"Details – Displays the existing automation details\r"}]},{"uid":"e3e80c4a44a6422eb06d41b50e8eb449","type":"li","attrs":{},"children":[{"text":"History – Displays a grid of executions, sorted by most recent first\r"}]},{"uid":"b9462e8167ab410da3e8cd48948a80fa","type":"ul","attrs":{},"children":[{"uid":"38cdfa10fc32446296e667080f79d647","type":"li","attrs":{},"children":[{"text":"History Grid Columns:\r"}]},{"uid":"c9d4ef8707fb4ae7a91fc4265b292c50","type":"ul","attrs":{},"children":[{"uid":"6dac811012c1495293a977e8cd757b4d","type":"li","attrs":{},"children":[{"text":"Execution Date/Time – Displays the time and date the automation was executed\r"}]},{"uid":"3a207b60c4bd475da6af477179bd6c34","type":"li","attrs":{},"children":[{"text":"Case/Intake Name – Displays as [Case Name] [(Case #)] and links to the corresponding case or intake in a new tab\r"}]}]}]}]}]}]}],"attrs":{}},{"uid":"73e09b81ef2a4063a88bfe30a7a58b71","type":"reference","attrs":{"display-type":"display","asset-uid":"blt8d80eccbb293786f","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8d80eccbb293786f/690a9f5705acfe76190fb65b/Single_Automation_History.png","asset-name":"Single_Automation_History.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Single_Automation_History.png","asset-alt":"Single_Automation_History.png","inline":false},"children":[{"text":""}]},{"uid":"390a3075703641568156511fa83f66de","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"f24716da89484afabb77d540c26caf77","type":"ul","children":[{"uid":"7983e11869ac434daad0655316801670","type":"li","children":[{"text":"Automations History Search & Filters\r","underline":true}],"attrs":{}},{"uid":"9ba12d1414154e159c603baa30709522","type":"ul","attrs":{},"children":[{"uid":"00ac9530ad4e4ec7845d906c9c866569","type":"li","attrs":{},"children":[{"text":"Users can refine results in the Automations History tab using the following filters:\r"}]},{"uid":"8cfe1ad90c0d40bab0bcc474379ecb51","type":"ul","attrs":{},"children":[{"uid":"d77bea245c5f41529021ad239a91bf7a","type":"li","attrs":{},"children":[{"text":"Case/Intake – Opens a Select a Case modal (single select). Filters the grid to show all executions linked to the chosen case or intake.\r"}]},{"uid":"69330f301f89464ab438a01ca779169e","type":"li","attrs":{},"children":[{"text":"Trigger – Single-select filter for the automation trigger.\r"}]},{"uid":"d93001fa0e374d8888180dea84508c32","type":"li","attrs":{},"children":[{"text":"Case Types – Multi-select filter to show executions for cases and intakes matching the selected case types.\r"}]},{"uid":"f0bf1c4065d044d09b66440b81711dd6","type":"li","attrs":{},"children":[{"text":"Trigger Staff – Multi-select dropdown using the staff directory. Filters the grid to show executions triggered by the selected staff members.\r"}]},{"uid":"97d3f0a08e524547ab66a2f78eb7bb0c","type":"li","attrs":{},"children":[{"text":"Actions – Multi-select filter for automation actions.\r"}]},{"uid":"d54261883d3844fca085d66a3444e203","type":"li","attrs":{},"children":[{"text":"Execution Date Range – Date range picker (same component as the Global Text Messages grid) that filters executions by date.\r"}]}]},{"uid":"73c5747c352f455fbb03df720743200a","type":"li","attrs":{},"children":[{"text":"Users can use a text search bar that searches the automation Name field\r"}]}]}],"attrs":{}},{"uid":"6ffa84ed01d54dea971854fc6abce495","type":"reference","attrs":{"display-type":"display","asset-uid":"bltadead55fbb69e6f5","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltadead55fbb69e6f5/690a9f8473e0760e6b2b36a4/Automations_History_Search_&_Filters.png","asset-name":"Automations_History_Search_&_Filters.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Automations_History_Search_&_Filters.png","asset-alt":"Automations_History_Search_&_Filters.png","inline":false},"children":[{"text":""}]},{"uid":"c9a9d8e3821e41b3b7d6c4af6c4816f1","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"423700e972fd4629ac1fb87237fbcb81","type":"p","children":[{"text":"NEW CONDITIONS - CUSTOM FIELD CONDITIONS as QUERIES\r","bold":true,"underline":true}],"attrs":{}},{"uid":"fc6c906c97274a5c913113d544d5bed2","type":"ul","children":[{"uid":"c58a463b767346f2a78da430469b790d","type":"li","children":[{"text":"Adding an Advanced Search Report/Query as an Automation Condition\r"}],"attrs":{}},{"uid":"593c108bb91d4ad48d70e1632d2c9cfe","type":"ul","attrs":{},"children":[{"uid":"d107c42a58d84e4eaafabbe5fe346e58","type":"li","attrs":{},"children":[{"text":"Users can associate an automation trigger with a saved Advanced Search Report through a new \"Field Conditions\" section in the automation editor side-pane.\r"}]},{"uid":"1c98c5e5a03a4738add6bb464133f1e0","type":"ul","attrs":{},"children":[{"uid":"29f23700cf2548a8a9e5c259c176d6df","type":"li","attrs":{},"children":[{"text":"New \"Field Conditions\" Section in the automation editor trigger side-pane screen\r"}]},{"uid":"12f9b3be1f3e434c8ee600560f97c993","type":"li","attrs":{},"children":[{"text":"Load Report dropdown – Displays only shared reports where “Search For” is Intakes, Cases, or Intakes & Cases.\r"}]},{"uid":"1b4fdf85aa054dd0bf91d07f866ef55f","type":"ul","attrs":{},"children":[{"uid":"7c96a0b1d4d44e82ac722fdc244659be","type":"li","attrs":{},"children":[{"text":"Users without the General > Reports permission will not see any reports in the dropdown.\r"}]},{"uid":"2509ab93915149ce939bfb8405e27f60","type":"li","attrs":{},"children":[{"text":"Given a user is creating or editing an automation, when they select the Load Reports dropdown in the trigger condition side-pane, then the list will display only shared reports where the \"Search For\" option is set to Intakes, Cases, or Intakes & Cases.\r"}]},{"uid":"e02b4f8d4a554e0eb9b682e8d58f1c47","type":"li","attrs":{},"children":[{"text":"After a report is selected, an “Open in Advanced Search” link appears, opening the report in a new tab for quick review.\r"}]},{"uid":"7b510ec3ca9c444fb9b81af1c410f917","type":"li","attrs":{},"children":[{"text":"When the automation is triggered, the fields defined in the selected Advanced Search report are evaluated for the trigger case or intake.\r"}]},{"uid":"f3f847e7a06d4ca090fb2f777f6408a3","type":"li","attrs":{},"children":[{"text":"The automation runs only when both the default trigger conditions and the Advanced Search query conditions are met (i.e., the case or intake appears in the report results).\r"}]}]}]}]}],"attrs":{}},{"uid":"2d5d299c3cff4587923180cba9b814ff","type":"reference","attrs":{"display-type":"display","asset-uid":"blt539075d407412145","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt539075d407412145/690a9fb533d9081a1a172f47/Adding_an_Advanced_Search_Report_Query_as_an_Automation_Condition.png","asset-name":"Adding_an_Advanced_Search_Report_Query_as_an_Automation_Condition.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Adding_an_Advanced_Search_Report_Query_as_an_Automation_Condition.png","asset-alt":"Adding_an_Advanced_Search_Report_Query_as_an_Automation_Condition.png","inline":false},"children":[{"text":""}]},{"uid":"09453f7934d64fb1aef0dfced6d7fbd1","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"6c6a2108e879452bb035236625c06575","type":"ul","children":[{"uid":"6ba87bbe4aff4bb28b8c6e1061c759f3","type":"li","children":[{"text":"Editing or Deleting Advanced Search Reports Linked to Automations\r","underline":true}],"attrs":{}},{"uid":"fedda0549a9044bcbb450c7b41dc3179","type":"ul","attrs":{},"children":[{"uid":"349b9180636946ae9c4af868f8cf382d","type":"li","attrs":{},"children":[{"text":"Reports linked to at least one automation display an automation logo in both the Load Report dropdown in Advanced Search and the Reports AG Grid Name column (similar to the PLAT reports pill).\r"}]},{"uid":"f10680bc1ca94f9fa1e48556f186ea8f","type":"li","attrs":{},"children":[{"text":"Editing Linked Reports\r"}]},{"uid":"94e32a0125494e438d19fd04c171cda6","type":"ul","attrs":{},"children":[{"uid":"54f2fa44dbfb42feafd9f288680b7c05","type":"li","attrs":{},"children":[{"text":"When a user edits a report linked to an automation and clicks Save Changes, a yellow warning modal appears:\r"}]},{"uid":"fc912628933a45f8a637bbdc296ebf3e","type":"ul","attrs":{},"children":[{"uid":"1c762c3b132a4dec94759d81f7d1905b","type":"li","attrs":{},"children":[{"text":"Text:","italic":true},{"text":" “Edit Report Linked to Automation? Are you sure you want to edit this saved report? This report is currently used as a field condition in one or more automations. Editing it may impact how those automations run.”\r"}]},{"uid":"5ee89b7ac4874ac0aa6672324a1b2437","type":"li","attrs":{},"children":[{"text":"Selecting “Yes” saves the changes.\r"}]},{"uid":"caca1ee52dae462fbbc704d1c6d1a626","type":"li","attrs":{},"children":[{"text":"Selecting “No” cancels the save and leaves the report unchanged.\r"}]}]},{"uid":"90f0a689b9364952ade59435436e6f47","type":"li","attrs":{},"children":[{"text":"If a user turns off “Share Report” for a shared report linked to an automation and confirms, the report becomes private and is removed from the automation.\r"}]}]},{"uid":"40393be74cb14674a9864475702c3d29","type":"li","attrs":{},"children":[{"text":"Deleting Linked Reports\r"}]},{"uid":"ff3fd7f7ca95413080783f5ec7b2aaba","type":"ul","attrs":{},"children":[{"uid":"8a86d589bb1f472994d1ca3b55a0b56c","type":"li","attrs":{},"children":[{"text":"When a user attempts to delete a linked report (either from the Advanced Search 3-dot menu or from the Reports Directory), a red warning modal appears:\r"}]},{"uid":"8afd56a5b5ef45ccac17db1dd71004fd","type":"ul","attrs":{},"children":[{"uid":"a08f1e1dc3ec4d9bb51630242ff1cba7","type":"li","attrs":{},"children":[{"text":"Text:","italic":true},{"text":" “Report Linked to Automation. This report is currently being used as a field condition query for one or more automations. Deleting this report will impact how those automations run.”\r"}]},{"uid":"0043b1914bf842da959a9539a87484a3","type":"li","attrs":{},"children":[{"text":"Selecting “Delete” confirms and removes the report.\r"}]},{"uid":"081f767c96874b8ca31e3d406a9ee5e6","type":"li","attrs":{},"children":[{"text":"Selecting “Cancel” closes the modal without deleting.\r"}]}]},{"uid":"9c55a4d58cba4fd9bdb95416fe391268","type":"li","attrs":{},"children":[{"text":"If a linked report is deleted, the Field Conditions report field in the automation is cleared, and the automation continues to trigger based on its default 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This allows near real time syncing of calendar when changes are made in outlook."}],"attrs":{}}],"_version":23},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"58a94e71e9e24642a494c4184d166208","attrs":{},"children":[{"uid":"cb8ac5cbde2840a389b030db7907cda5","type":"p","children":[{"text":"For firms that primarily edit their calendar events in Outlook rather than Neos, this will provide quicker calendar updates to Neos to more seamlessly reflect the changes made in Outlook."}],"attrs":{}}],"_version":23}},{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"1973f53298c84376949b69b6b46aa6fd","attrs":{},"children":[{"uid":"b285e92faf5745f4875522d5ba0d0e66","type":"ul","children":[{"uid":"5e0a6ac6210b490e8f40c017c37d9f06","type":"li","children":[{"text":"To subscribe for an individual staff member, open the staff profile and select Subscribe. This enables two-way syncing between that staff member’s Outlook calendar and Neos."}],"attrs":{}},{"uid":"4363c7598bf44cd5a4daabe431610e88","type":"li","attrs":{},"children":[{"text":"To subscribe the entire firm, go to Firm Preferences > Default Info and select Subscribe. This activates two-way syncing for all staff calendars for 24 hours from the time of subscription."}]},{"uid":"d8ad3b2b61334996ad53abfa0f4ec686","type":"ul","attrs":{},"children":[{"uid":"8b4147f2854b4181a7d226d97f58d8fe","type":"li","attrs":{},"children":[{"text":"Please Note: After 24 hours, the subscription will automatically expire and can be renewed as needed.","italic":true}]}]}],"attrs":{}},{"uid":"5b2b78394c93402da1e644947cc4baf2","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"79b3777ebc01449ea9818f4589194ccc","type":"p","children":[{"text":"**At this time, this enhancement is in beta testing with the following customers:  Turner Law Offices/Star Casualty Insurance Company/Paulson & Nace/Ransin Injury Law/Brad Bradshaw MD/McKeen & Associates/Burnetti PA/Davis Law Group/Godsey & Martin/Herman Law/Kemper Corporation"}],"attrs":{}},{"uid":"8987466b56be4df1b3a2c0f3b0f32822","type":"p","children":[{"text":"**Once beta testing is successfully completed, this enhancement will be made available to all customers in a future release."}],"attrs":{}},{"uid":"904950330cf64bd1b78f4473ef5c4fc7","type":"reference","attrs":{"display-type":"display","asset-uid":"blt38fb490fdd2911e4","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt38fb490fdd2911e4/690a918cf78cb467855e4096/Outlook_Webhooks_Subscription_Management_(Beta_Testing)_Image_2.png","asset-name":"Outlook_Webhooks_Subscription_Management_(Beta_Testing)_Image_2.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Outlook_Webhooks_Subscription_Management_(Beta_Testing)_Image_2.png","asset-alt":"Outlook_Webhooks_Subscription_Management_(Beta_Testing)_Image_2.png","inline":false},"children":[{"text":""}]},{"uid":"38ba1863503046cc926ec1e1cd056836","type":"reference","attrs":{"display-type":"display","asset-uid":"blt3c78188d2c7e28ee","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3c78188d2c7e28ee/690a918c450d16dd6493d4f9/Outlook_Webhooks_Subscription_Management_(Beta_Testing)_Image_1.png","asset-name":"Outlook_Webhooks_Subscription_Management_(Beta_Testing)_Image_1.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Outlook_Webhooks_Subscription_Management_(Beta_Testing)_Image_1.png","asset-alt":"Outlook_Webhooks_Subscription_Management_(Beta_Testing)_Image_1.png","inline":false},"children":[{"text":""}]},{"uid":"f88cdbbf6b724182a032a347c53ad22e","type":"p","attrs":{},"children":[{"text":""}]}],"_version":23}}]},{"enhancement_title":"Auto Populate Alternate Case Number","enhancement_subtitle":"","enhancement_content":{"type":"doc","uid":"4182f30741d94926bae41d587f87c00c","attrs":{},"children":[{"uid":"9781ea2fb1d64653b9fb9ea51874a748","type":"p","children":[{"text":"A new firm-level preference lets users choose which case number automatically appears in the subject line when sending emails or creating case calendar events."}],"attrs":{}},{"uid":"05e34ab53dba4f2abf8fe8d31c1cccfe","type":"p","attrs":{},"children":[{"text":"Customer Requests #"},{"uid":"03188d41a44d4a08b2c96ad139b220d8","type":"a","attrs":{"url":"https://ideas.assemblysoftware.com/ideas/NEED50-I-741","target":"_blank"},"children":[{"text":"741"}]},{"text":", "},{"uid":"86a0f9c817c143ad9feb2a1eb9468c4e","type":"a","attrs":{"url":"https://ideas.assemblysoftware.com/ideas/NEED50-I-1084","target":"_blank"},"children":[{"text":"1084"}]},{"text":""}]}],"_version":23},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"uid":"c7ae956cc3cb4830bdc61478f0358df0","type":"doc","attrs":{},"children":[{"uid":"21168fe8e2ff4c809019561535306a20","type":"p","children":[{"text":"It ensures consistency across firm communications and saves time by automatically inserting the preferred case identifier. It also reduces manual entry errors when using alternate case numbering systems."}],"attrs":{}}],"_version":23}},{"accordion_title":"How it works","accordion_content":{"uid":"5dee2f93403648afa8ffd77892d24e2c","type":"doc","attrs":{},"children":[{"uid":"11c74bd6ed11484aa654a31d3d3dfb96","type":"ul","children":[{"uid":"44d0fa3baa7c435ab79f0bef338f804d","type":"li","children":[{"text":"A new Default Case Number section has been added under Settings > Firm Preferences > Default Info."}],"attrs":{}},{"uid":"1bd6b65c2fd64fb5a2b0cf08524e80c6","type":"ul","attrs":{},"children":[{"uid":"b14200fedc384116b4171ce97f9dc815","type":"li","attrs":{},"children":[{"text":"Users can select one of three options:"}]},{"uid":"548575f28b8e489e858fc6798265c9af","type":"ul","attrs":{},"children":[{"uid":"aefa2a1ccec5457e8ff18c292e8c1a57","type":"li","attrs":{},"children":[{"text":"Neos Case Number"}]},{"uid":"7683ff20cc71463daf03e0baab53d4c0","type":"li","attrs":{},"children":[{"text":"Alt Case 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Three Dot Menu – Email"}]}]},{"uid":"4e0838e771f34abb886c7b7a89491615","type":"li","attrs":{},"children":[{"text":"If Alt Case #1 or Alt Case #2 is selected but no value exists in that field, Neos automatically defaults to the Neos Case 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Items in LEDES Files: Add Unit/Cost/Quantity as Editable Fields in Value Entry","enhancement_subtitle":"","enhancement_content":{"type":"doc","uid":"4d4021e02df04113a122e0742c9b103c","attrs":{},"children":[{"uid":"269a4bc88cd64160975ed35c44c7522c","type":"p","children":[{"text":"It allows users to edit key fields for value entries that are not time-type, giving them greater flexibility in managing costs and quantities."}],"attrs":{}}],"_version":23},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"4ed05036ec9d4d71b6975c3b779ca323","attrs":{},"children":[{"uid":"5e312747a76e46fc9791acf0369c8e79","type":"ul","children":[{"uid":"7a305c61887740b29fcbc039a287032e","type":"li","children":[{"text":"Increases flexibility and control over billing data by allowing direct edits to cost and quantity fields after entry creation."}],"attrs":{}},{"uid":"4821c227f54c4d999724c79333d8a535","type":"li","attrs":{},"children":[{"text":"Enhances billing 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"}]}],"attrs":{}}],"_version":23}},{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"e53f1e1f770b431e81b0ca8df218a0eb","attrs":{},"children":[{"uid":"87a6da475400483594ddc07a042957a7","type":"ul","children":[{"uid":"699d741d62264d7db33c3f81406b102b","type":"li","children":[{"text":"Applies to value entries that are NOT time-type:"}],"attrs":{}},{"uid":"7ae5ab8798b546eb86cdf572b9304b5f","type":"ul","attrs":{},"children":[{"uid":"d7e24889daeb4863b41cab74f6bf3f23","type":"li","attrs":{},"children":[{"text":"Users can edit unit, cost, and quantity."}]},{"uid":"fbbf2d903fba4d9d9d835803d5a186f4","type":"li","attrs":{},"children":[{"text":"Updating cost or quantity automatically updates the amount."}]},{"uid":"221f4d37559e4038b0ce948b53b6e271","type":"li","attrs":{},"children":[{"text":"Changing the unit does not update the final amount."}]},{"uid":"9431e638e14742db846e83049e677795","type":"li","attrs":{},"children":[{"text":"Updating the amount adjusts the cost to keep the calculation correct."}]},{"uid":"ce95a39b3e7943359c26d886581933c0","type":"li","attrs":{},"children":[{"text":"These fields can only be edited after the value entry has been created."}]}]}],"attrs":{}},{"uid":"7b001ebc9163451a9666b52dccd5efeb","type":"reference","attrs":{"display-type":"display","asset-uid":"bltebe0e96ac58f1224","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltebe0e96ac58f1224/690a91e09e551d5cc7b6e144/Cost_Items_in_LEDES_Files.png","asset-name":"Cost_Items_in_LEDES_Files.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Cost_Items_in_LEDES_Files.png","asset-alt":"Cost_Items_in_LEDES_Files.png","inline":false},"children":[{"text":""}]},{"uid":"f8fec029422b416e95eccba8960666ba","type":"p","children":[{"text":""}],"attrs":{}}],"_version":23}}]},{"enhancement_title":"Contact Communications Tab Updates - Emails","enhancement_subtitle":"","enhancement_content":{"type":"doc","uid":"3ac4b80a67fe419e9ad3be16034fd1e7","attrs":{},"children":[{"uid":"3ae1f3120dd945bd9dda1368d3c5ad69","type":"ul","children":[{"uid":"f50a8ef4b70f4eaca35d5b7869c9cd73","type":"li","children":[{"text":"These updates enhance the Contact Communications tab by adding a new Email grid with full search, filter, and action capabilities."}],"attrs":{}},{"uid":"11fe3c6d0dfd45bf8bc0b0bde6147ce6","type":"li","attrs":{},"children":[{"text":"Users can now view all emails associated with a contact, search and filter by key details, and take actions such as reply, forward, edit, delete, or summarize—all from one place."}]}],"attrs":{}}],"_version":23},"accordion":[{"accordion_title":"Why is this 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sent to or from any of the email addresses linked to a contact in Neos."}]},{"uid":"3bf264f6472b4f00a5b88acbd3657905","type":"li","attrs":{},"children":[{"text":"It includes:"}]},{"uid":"a62b07a124bb4fa4a12807595018c15c","type":"ul","attrs":{},"children":[{"uid":"efcea89a5fc741d69a18bdf8a63f2596","type":"li","attrs":{},"children":[{"text":"Case email notes tagged from Outlook where any of the contact’s emails appear as a recipient (To, CC, or BCC) or sender"}]},{"uid":"471af5d87aa24fb7aad042da5d19e20a","type":"li","attrs":{},"children":[{"text":"Case email notes sent from Neos where any of the contact’s emails are recipients"}]}]},{"uid":"43a232ef956a466e893c6bdcb7605103","type":"li","attrs":{},"children":[{"text":"The grid layout and behavior are similar to the Case > Notes > Emails tab."}]},{"uid":"0e89e36ba6f7488cbc7ded40f4f0545c","type":"li","attrs":{},"children":[{"text":"Double-clicking a note opens it in a new tab inside the case where it’s tagged."}]},{"uid":"271768bdf3144926b4db61ff608ec315","type":"li","attrs":{},"children":[{"text":"Only the Sent Date/Time column is sortable."}]}]}],"attrs":{}},{"uid":"d5f6b6ee86984e06a1f23c3192e9648e","type":"reference","attrs":{"display-type":"display","asset-uid":"blta638be1b58d1429b","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta638be1b58d1429b/690a920299b3e227420aa6f4/Email_Grid_Columns.png","asset-name":"Email_Grid_Columns.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Email_Grid_Columns.png","asset-alt":"Email_Grid_Columns.png","inline":false},"children":[{"text":""}]},{"uid":"d15651804fd3465296ba8922c3500f61","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"30f9e730c1de460985b617fabf67eacb","type":"ul","children":[{"uid":"9f55c939d0a844a4a9fbc9b232f16d53","type":"li","children":[{"text":"Email Grid Actions","underline":true}],"attrs":{}},{"uid":"d9be9f8f19e747bd87fe0329f9559d67","type":"ul","attrs":{},"children":[{"uid":"4e922dfeebde4ea88a42c99c9245e10d","type":"li","attrs":{},"children":[{"text":"Users can perform both single and bulk actions on email notes in the Contact Communications tab."}]},{"uid":"a7acb059978b4a24bf033dddd52597f3","type":"li","attrs":{},"children":[{"text":"Single Note Actions:"}]},{"uid":"6cec9083f26e4eb3ae4c65a11c91ef0d","type":"ul","attrs":{},"children":[{"uid":"5ec1fb9b702a466e969acc407775d0eb","type":"li","attrs":{},"children":[{"text":"View Note – Opens the case in a new tab with the selected note displayed in detail view (different behavior from case notes)."}]},{"uid":"f76b7412515e433f812273fea89a818a","type":"li","attrs":{},"children":[{"text":"Download Email – Downloads the email as a .eml file."}]},{"uid":"1f477c2516a343f8898dbd9379a1b706","type":"li","attrs":{},"children":[{"text":"Reply – Opens a reply in Outlook Web."}]},{"uid":"32ac27c46819468fba79013d4b09716c","type":"li","attrs":{},"children":[{"text":"Reply All – Opens a reply to all participants in Outlook Web."}]},{"uid":"9cbf6b84c13041f8878c37c3e769f8b3","type":"li","attrs":{},"children":[{"text":"Forward – Opens a draft forward email in Outlook Web."}]},{"uid":"6ff6879c00714789a100ce4e7da199ae","type":"li","attrs":{},"children":[{"text":"Delete – Opens the “Delete Note(s)” modal. Selecting “Yes” deletes the note and refreshes the grid. Requires Provider > Communications Tab > Can Delete and Case > Notes Tab > Can Delete permissions."}]}]},{"uid":"471f7e7e8d7446f78523d1754cd0e2d1","type":"li","attrs":{},"children":[{"text":"Bulk Actions (follow existing Notes tab logic unless otherwise specified)"}]},{"uid":"79bda43504a84421b26fb739d04afe10","type":"ul","attrs":{},"children":[{"uid":"fc073fb084cc4668bdaf0116632fad5f","type":"li","attrs":{},"children":[{"text":"Delete – Opens the “Delete Note(s)” modal. Selecting “Yes” deletes the selected notes and refreshes the grid. Requires Provider > Communications Tab > Can Delete and Case > Notes Tab > Can Delete permissions."}]},{"uid":"c4a82b355c9a4cbe921f8df4416ddf07","type":"li","attrs":{},"children":[{"text":"Edit – Opens the “Update Note(s)” modal. Selecting “Save” applies updates, closes the modal, refreshes the grid, and displays a confirmation toast. Requires Provider > Communications Tab > Can Modify and Case > Notes Tab > Can Modify permissions."}]},{"uid":"03bb707f975d447bbf3182842577da2b","type":"li","attrs":{},"children":[{"text":"Summarize – Launches the AI Note Summary creation in the background. 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