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Opening eFolder Document with Business Rules

Features​

Need an easy way to pop-up an eFolder document with a business rule or custom code? This Community Plugin feature has got you covered! All you need is a custom field and then you can easily, auto-magically, pop-up any eFolder document for the current user. Now that is just about as sweet as a Georgia 🍑

Setup​

  1. In Encompass, create a custom field called CX.OPENDOCUMENT a. Field Type = String b. Length = 50 (or the maximum length you use for document names)
  2. Create a business rule, plugin, or any other business logic and set the new [CX.OPENDOCUMENT] field to the name of a document. For example, if you want to open the eFolder and show the Statement of Denial when the Date Denied field ([DENIAL.X69]) has been updated, set [CX.OPENDOCUMENT] to the document placeholder name you use to store the Statement of Denial disclosure.

Usage​

Once a business rule, plugin, or other business logic has been established to set [CX.OPENDOCUMENT] to a document name:

  1. Open a test loan
  2. Perform a function that should trigger the logic to fire. For example, if you created a field trigger business rule based on changing [1393] = "Application denied", go in to a loan and change the Loan Status so it reflects as application denied.
  3. If there is a document in the eFolder that has the same name as what [CX.OPENDOCUMENT] has been set to, the eFolder will auto-magically open to that document and display its contents.