Did you know that in Version 17, you can access fields in lookup files as well as use virtual fields by entering them manually in the WorkFlow Expression Editor?

For example, let’s say you are creating a WorkFlow for the Calendar File to create an e-mail where you want to use the First Name field from the Contact record associated with the calendar record.

1. From the WorkFlow Action Wizard, select Start E-mail and click Next.
2. Click the Body field to open the WorkFlow Expression Editor.
3. Click the Field button and select the Related_Party field. The text @SrcRec:Related_Party will be displayed.
4. Because you want  the First Name from the contact to show in the calendar record, you must append a colon and the field ID (i.e., “:First_Name”) to the end of the string so that it reads: @SrcRec:Related_Party:First_Name

Likewise, virtual fields can be accessed  by manually entering @SrcRec: followed by the field ID of the virtual field. For example, when creating a record from the Client File, to access the client file’s Date of Birth virtual field (DOB), you would enter: @SrcRec:DOB

This information was added to PracticeMaster help and will be available after you update the software. Although you currently have to enter the fields manually, we plan on updating the user interface to make this easier in a future update.