(Not available in Current version of WorkCenter).

The Event Wizard allows you to create actions upon which triggers the Event Wizard to do something, empowering you with control of how you want WorkCenter to work for you.

Example: Lets say that you want any contact record that the Loan status has changed to Active, to then add the contact to the Active Borrowers list, by creating this action the Event Wizard is then triggered to do this.

By using the Event Wizard to create your own custom wizards, you can create different actions to trigger on many different events, allowing you to customize what you want to happen, and although it would be impractical to list every possible scenario here, we believe by following the general directions below you will be better able to accomplish what and how you want WorkCenter to work for you.

To open the Event Wizard click Tools then Wizards on the WorkCenter menu.

The Event Wizard has 3 buttons to choose from New, Edit, and Copy.

The New button opens a window allowing you to create a custom wizard of your own. Follow the steps below to create a custom Event Wizard.

(Not available in Current version of WorkCenter).