Understanding Your PowerClerk Program Design

Locating the Workflow

Anyone in a Role with the View Workflow privilege can access the Workflow by opening the PROGRAM DESIGN menu and clicking on Workflow.

 

 

Workflow Statuses

The Workflow page includes a visual representation of all Statuses and status transitions.

 

In the Workflow page, click each Status to view details including status name, related milestones, and existing references.

 

This example status contains references to 3 Automation action rules, with each trigger listed. This means that within the automation trigger, there is an action rule that changes the project to this status. If a Deadline is designed to change the projects status upon expiration, that reference will also appear in this section.
 

Workflow Automations

While viewing status references listed as Automation Rules or Triggers, users can search for the Automation Trigger in Program Design > Automations to see further details.

 

In this example status, when the form is submitted, and the condition Always is true, then the status is entered.

 
To learn more about the Workflow, visit the Workflow support center page.

 
 

Locating Forms within a Status

In Program Design > Forms, users can search for a specific status to find which forms are available in that status and to which roles.

 

 

Form Configuration by Role

Click the Configure Form button to expose which roles have access to a form, and in which statuses.

 

 
To learn more about Forms, visit the Forms support center page.

 
 

Available Automation Triggers

There are six trigger options for automations:

• Status: Enters, Exits, and Transitions
• Form: Submission
• Inquiry: New thread creation and thread reply
• Channel: Signal received
• eSignature Envelope: Complete
• Scheduled: for automated run reports.

A project transitioning from the Unsubmitted status to the Submitted status can be caused by each of the following triggers:

• When the form Application is submitted
• When the eSignature Envelope Test Envelope has been signed by all recipients
• When project status Unsubmitted is exited
• When project status Submitted is entered
• When the project status transitions from Unsubmitted to Submitted

 

Locating Automations by their Trigger

In Program Design >> Automations, users can search by Automation Trigger, then expand the Automation to view the action rules in the order they will be executed.

 

 

Automation Conditions

Action rules in Automations can be customized to only occur once a certain condition is met. To understand the conditions, find the formula matching the name of the condition in Program Design >> Formulas and expand to see what logic lies behind the condition.

 

 
To learn more about Automations, visit the Automations support center page.

 
 

Communication References

Communication Templates can be viewed in Program Design >> Communications. Once viewing a communication, the View References button displays every Automation Rule or Deadline this communication is used. (see Searching Automations by Trigger and Deadline Design)

 

 
To learn more about Communications, visit the Communications support center page.

 
 

Locating Data Fields

Anyone in a Role with the View Data Fields privilege can access data fields by opening the PROGRAM DESIGN menu and clicking Data Fields.

 

 
Toggle on Show Calculated Fields to also view calculated fields.

 

Calculated Fields

Anyone in a Role with the Edit Formulas privilege can access calculated fields by opening the PROGRAM DESIGN menu and clicking Formulas, then navigating to the Calculated Fields tab.

 

 
When selecting a Calculated Field, the options to rename or view references will appear.

 

 
Once a data field is located, the template tag can be copied to use in communications or document templates. Click View References to identify every place this data field is referenced in your PowerClerk program.

 

Data Fields & Calculated Fields

Anyone in a Role with the View Forms privilege can locate the name of a specific data field by opening the PROGRAM DESIGN menu and clicking Forms, then clicking either View Form or Edit Form to open the Form editor, and selecting a specific data field.

 

 
The line Data Field contains the name that PowerClerk uses to identify this data field. This is often shorter than the label so the data field is easier to reference. Data field names cannot be changed on forms, see previous sections to view the process of renaming data fields & calculated fields. The Label is what displays to external entities when submitting a form. The label can be changed in the form editor while selecting a data field if the user’s role has the Edit Forms privilege.

 
To learn more about Data Fields and Calculated Fields, visit the Data Fields support center page.

 
 

Deadline Design

Anyone in a Role with the Edit Deadlines privilege can access Deadlines by opening the PROGRAM DESIGN menu and clicking Deadlines.

 
Deadlines contain a multitude of customization points, such as:

• Countdown metric (regular or business days)
• Due date calculation
• Qualification for satisfying
• Deadline permissions (where to show, when to run, if multiple can run simultaneously)
• Reminders
• Post-deadline expiration actions

 

Deadline References

Deadline references can be determined by clicking the View References button on each deadline under Program Design >> Deadlines.

 

 

Setting and Satisfying Deadlines

Once the deadline reference Automation Rule is known, search for it in Program Design >> Automations to understand if the deadline is being set or satisfied.

 

 
To learn more about Deadlines, visit the Deadlines support center page.

FAQs

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Create A Support Ticket

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