I'm using WP. I need a code that will prompt the user to select from a drop down list of all staff users. Is that possible?
Instead of using a code for a specific person (ie. Secretary, Paralegal, Handling Attorney, etc), is it possible to make the code prompt the user with a list of possible staff members to choose from? Kind of like "GetParty,ask . . ." gives the user the option of all parties in the case to choose from. But I want the options to be staff members that are configured in the program. This is specifically for a signature line in this case, but I am under the impression I'll need it again for something else in another letter.
Staff Merge Codes
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Anonymous User
Re: Staff Merge Codes
There are a few ways to do this.
First - if it's the user who is signed into A1-Law and you want to use their signature, then you can just use the staff,thisuser command and nothing needs to be selected at all.
Another way is to use a Merge command along with the INPUT4 command so as to allow for a dropdown for selection of a staff member. Then when staff changes since you are using a merge command, only one letter needs to be changed.
Still another way is to enter the staff members one time in the rolodex (including name, private phone #, etc.). Then you can edit the rolodex card and at the Properties section you can identify the cardcode which is a number. Next, you can use something like:
>
Where 20, 30, and 40 are rolodex card codes that are NOT attached to the Party sheet. A1-Law then lists those parties first along with those on the party sheet. Originally this idea was intended for selection of a depo and the person could select either at their office or perhaps the opposing attorney on the Party sheet. However, the office with A1-Law would normally not attach themselves to every party sheet so this was a quick and easy way to simply enter themselves in the rolodex and have them appear on the party sheet.
Mike
First - if it's the user who is signed into A1-Law and you want to use their signature, then you can just use the staff,thisuser command and nothing needs to be selected at all.
Another way is to use a Merge command along with the INPUT4 command so as to allow for a dropdown for selection of a staff member. Then when staff changes since you are using a merge command, only one letter needs to be changed.
Still another way is to enter the staff members one time in the rolodex (including name, private phone #, etc.). Then you can edit the rolodex card and at the Properties section you can identify the cardcode which is a number. Next, you can use something like:
>
Where 20, 30, and 40 are rolodex card codes that are NOT attached to the Party sheet. A1-Law then lists those parties first along with those on the party sheet. Originally this idea was intended for selection of a depo and the person could select either at their office or perhaps the opposing attorney on the Party sheet. However, the office with A1-Law would normally not attach themselves to every party sheet so this was a quick and easy way to simply enter themselves in the rolodex and have them appear on the party sheet.
Mike
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Anonymous User
Re: Staff Merge Codes
Admin60 Wrote:
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>
> Another way is to use a Merge command along with
> the INPUT4 command so as to allow for a dropdown
> for selection of a staff member. Then when staff
> changes since you are using a merge command, only
> one letter needs to be changed.
I think this is the way I need to go. Can you elaborate a little on this option? I've used INPUT4 for info to be manually entered, but what code gives the ability to select from a staff list?
-------------------------------------------------------
>
> Another way is to use a Merge command along with
> the INPUT4 command so as to allow for a dropdown
> for selection of a staff member. Then when staff
> changes since you are using a merge command, only
> one letter needs to be changed.
I think this is the way I need to go. Can you elaborate a little on this option? I've used INPUT4 for info to be manually entered, but what code gives the ability to select from a staff list?
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Anonymous User
Re: Staff Merge Codes
You would enter the staff names or initials for a dropdown or combo (so they could type in a staff member if it was not in the list) or dropdown to force a specific selection like this:
>
Our staff member > will be handling your case.
Please remember though to put this code in a "master merge letter" so that this code only appears in one form in A1-Law so that if they have staff turnover then you do not need to edit it from multiple letters to add or remove a staff member.
However, if you utilize the getparty command instead then you could also specify a private phone number or other information entered into that person's rolodex card.
Mike
>
Our staff member > will be handling your case.
Please remember though to put this code in a "master merge letter" so that this code only appears in one form in A1-Law so that if they have staff turnover then you do not need to edit it from multiple letters to add or remove a staff member.
However, if you utilize the getparty command instead then you could also specify a private phone number or other information entered into that person's rolodex card.
Mike