Actions Dropdown for Quick Actions on Select List Views

Select list view elements can have an "Actions dropdown" column to let you perform selected actions on cases directly from the list.

Originally developed for the Current Assignments list view used on most home pages, the feature has been extended to other list views, like Upcoming Events, Case/Matter - Cases, etc.

Each action is performed in an overlay window, which closes when the note, timeslip, etc. has been created, leaving the user on their home page or calendar.

Site administrators can configure the + icon for each case to show:

1) active dynamic auxiliary processes for cases

2) active dynamic timeslip create processes

3) active dynamic calendar event create processes

4) active dynamic task create processes

5) the ability to create calendar events and tasks with the static create processes if the site has no dynamic ones.

Additional options may be available.

Special Functionality for Clients with Multiple Cases

On the Home Page (Upcoming Events) and Calendar Module event lists, the quick action menu ("+" icon / dropdown) provides smart multi-case inheritance:

• Add Note from Event: When staff select an "Add Note" process (configured with case note copy), the note creation form automatically pre-selects all matters from the listview event to copy the note to.

• Add Event from Event: When staff schedule follow-up appearances from a multi-case event record in the listview, the new event form (if using the event link block) automatically carries over all linked cases.