Creating a Program Workflow Banner in the System
- Open IMPOWR.
Navigate to https://ccpe.impowr.net/forms/MyDashboard
- Create a Custom Field (UDF). Click "System"
- Click "Custom Fields"
- Add a New Custom Field. Click this button.
- Enter the Name. Click this text field.
- Type "VIP Number"
- Choose a Category for the Custom Field. Click "--Select One--"
- Click "Account Details"
- Set the Custom field to display in the Account.
- Click "Yes"
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Enter an optional description.
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Type "VIP Account"
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Select the Custom Field value type. Click "--Select One--"
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Click "Text"
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Optionally choose to have the Custom field only apply to specific Account Types. Click the "Selected Type(s)" field.
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Click the "Client (Independent)" field.
- Click the "Individual Account" field.
- Click this button to Save your Custom field settings.
- Optionally identify the Program Workflow that applies to the program you want to associate the client with. Click "Resources"
- Click "Programs"
- Select the program. Click "00155"
- Note the Program Workflow name.
- Setup the Program Workflow Banner (which will display at the top of your program workflows). Click "System"
- Click "Configuration"
- Select the Reference Libraries and search for the workflow banner configuration settings. Click this text field.
- Type "workflow"
- Refresh the screen. Click this image field.
- Click "Program Workflow Banner"
- Add a new Program Workflow Banner. Click this button.
- Enter the Label you want to have displayed at the top of the workflow. Click this text field.
- Type "VIP#"
- Choose the value to use for that item. Click this text field.
- Choose the appropriate Reserved Word for the value. Select the Client or Business Account Reserved Words. Click here.
- Find and then Click on "[AcctUDF(Name)]"
- Double click on "[AcctUDF(Name)]" to select it.
- Copy that Reserved Word by pressing [[ctrl]] + [[c]]
- Select the Value field. Click this text field.
- Paste the Reserved Word by clicking [[ctrl]] + [[v]]
- Modify the Reserved Word to reflect the Custom field you just created. Locate the 'Name' in the Reserved Word.
- Replace 'Name' with the Custom field you created - 'VIP Number'.
- Type "VIP Number"
- Optionally set the Visibility Rule. Set the Sort Order - Click this text field.
- Type "0"
- Optionally click the "Hide this item when the value is empty" field.
- Save your Program Workflow Banner configuration settings. Click this button.
- Select a Client. Click "Engagement"
- Click "Clients"
- Click "G"
- Open the Client's account by clicking on their ID. Click "007023"
- Locate the Custom Fields panel and expand it. Click "View Details"
- Locate the Custom Field you just created (VIP Number). Click this field.
- Enter a value for that Custom Field. Type "A99765"
- Click this field.
- Save your Custom Field entry. Click this button.
- Go into Edit mode so you can add this client to a program. Click this button.
- Click the '+' button.
- Enter a name to search for the program you wish to add the client to. Click this text field.
- Optionally use wildcards in your search name. Type "%Acces"
- Refresh the screen by clicking on the button with 2 arrows, if needed. Click this image field.
- Select the program. Click "Arc of Wayne County - ACCES-VR Referrals (00155)"
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Click this button.
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The Program Workflow Opens. Note that the client's VIP Number custom field value now displays.
- Click this button to have the client's name display.
- The client's name and VIP Number now display.
