Text Fields— Single or Multiple
Values:
In every text fields we can determine if the user will
be allowed to choose single or multiple values. A single value is recommended
for certain fields such
as "Status", as the same customer shouldn't have more than one
status, and certainly not "Open" and "Closed" at the same
time. Defining the field as a single value field can insure the data entered in
your software will be correct.
Calculations and Logical Equations:
Reach-Out allows you to include calculations and logical
equations in your workflow configuration. Reach-Out offers a wealth of options
in this field, below
are a couple of the most popular tools:
A. Related
Compulsory Fields:
In this option, if a certain field value is chosen, the
related field will become compulsory. It is possible to create as many
equations of this nature as needed. This insures that all users will enter all
required data.
B. Related Hidden Fields:
This option allows only those fields relevant to the
chosen field value to appear. For instance if we choose the subject Literature
in one field, fields
unrelated to Literature will disappear. If we choose Meetings, only the fields
relevant to Meetings will appear.
C. Field
Related Calculations:
This option embeds calculations and logical equations as
part of your workflow. For example, you can set: If the Proposal Status field=
Closed, the date and name
of agent will be entered automatically, or If the number in the Customers Debt
field is greater than 0, create a notice about the size of the client's debt.
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