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Launch CaseView Document by Code Action

The Launch CaseView Document by Code action opens a selected CaseView document created for the same client file.

Under Enter Example

Run Skip Condition

If desired, enter skip conditions for the event. When the "Run Skip Condition" is evaluated to be true, the action is not performed.

 

Document Code

Up to eight digit document identifier

"FT"

Bookmark

Optional name of the bookmark for that document

"balanceshe"

ACTION("Document", expr1 <, expr2>)

Where

expr1 = entry under Document Code

expr2 = entry under Bookmark

ACTION("Document", "FT", "coverpge")

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