KAPAS PLUG-In of the month
Adding standard consultees as related parties
This 'Platinum' flow allows officers across all modules in BE to add consultees quickly and efficiently as related parties.
This is the most advanced version of the flow that also allow associated councillors and parishes to be added at the click of a button. The attached video shows consultees and councillors, with parishes muted.
Controlling what users can print/email and when
Print lists and email template can often get long and complex, users not sure which document to generate or email to send.
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Working with the Arcus Team we have developed a technique where the Communication Panel can be flavoured around the status of a case, or the record type being used.
Getting text out of Notes​
Where councils have historic Notes records, or where external processes are being posted to the case via notes, we can now extract the note text including formatting, and insert them into any associated record. Watch the short video.
Our first foray into Apex and components. More to come.
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