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  • 13:40, 19 August 2025Regular Expression (hist | edit) ‎[1,758 bytes]Bradley Smith (talk | contribs) (Created page with "A '''regular expression''' is a method for representing a search pattern. Compared to simple terms or phrases (which must appear literally within the text), regular expressions provide much greater power and flexibility. Broadly speaking, they provide the following features: * Alternation (multiple choices) * Repetition (multiple occurrences) * Generalisation (character groups or classes) * Capturing and reusing text The syntax and authoring of regular expressions is...") Tag: Visual edit
  • 11:48, 19 August 2025Function (hist | edit) ‎[21,697 bytes]Bradley Smith (talk | contribs) (Created page with "A '''function''' is a type of expression that computes a result based on its arguments (inputs). Function calls can be nested within each other. This page documents each of the functions that can be used in ContactsLaw. The documentation is also available within the Desktop App. == Text Functions == These functions operate on text. '''An'''(''word'') Produces 'a' or 'an' according to grammar rules for a particular word. *''<code>word</code>'' - Word. '''F...") Tag: Visual edit
  • 15:32, 14 August 2025Release Notes Build 250627 (hist | edit) ‎[2,351 bytes]Bradley Smith (talk | contribs) (Created page with "*'''Accounting''' **[Fix] False positive when validating creditor invoices and disbursement journals. **[Fix] False positive when validating transfer transactions. **[Change] Transaction types which do not require authorisation are now considered "authorised" immediately. *'''Billing''' **[Fix] Error listing time records for a contact. *'''Contacts''' **[Fix] Duplicate address prompt did not show the updated address. **[Fix] Destruction date appears on previous versions...") Tag: Visual edit
  • 09:28, 18 July 2025Release Notes Build 250612 (hist | edit) ‎[2,036 bytes]Bradley Smith (talk | contribs) (Created page with "*'''Accounting''' **[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit. **[Change] Compliance improvements for various trust reports. **[Change] Capturing/suggesting bank name for receipts by cheque. **[New] Record of trust statements now retained on matters. **[New] Scheduled job type for generating trust statements. *'''Calendar''' **[Change] User preferences for calendar/tasks views (Desktop App). *'''Contacts''' **[Change] Rules for bu...") Tag: Visual edit
  • 12:20, 11 July 2025Workflow:Action (hist | edit) ‎[3,746 bytes]Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Action}} '''Actions''' describe work to carry out within processes. They are triggered by rules. Some types of actions cause the process to pause, pending some requirement; when met, a job is scheduled to resume the process. == Control == These actions affect how the process runs. == Existing Items == These actions add existing resources to assets. In most circumstances, assets ar...") Tag: Visual edit
  • 10:59, 11 July 2025Workflow:Condition (hist | edit) ‎[3,179 bytes]Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Condition}} '''Conditions''' are tests that evaluate to either "Yes" or "No"; and are the basis for making decisions in processes. They appear in certain types of rules and can be combined using Boolean logic ("and", "or"). == Expression == This is the most common type of condition, also the most flexible. It simply consists of an expression that can refer to any asset in the process. The conditio...") Tag: Visual edit
  • 15:44, 3 July 2025Desktop:Expression Browser (hist | edit) ‎[1,446 bytes]Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Expression Browser}} The '''expression browser''' is a feature in the Desktop App that helps users write expressions for use in templates, matter descriptions, processes and more. It displays a list of all available assets, properties, functions and other types of expressions, along with accompanying documentation. The list can be filtered according to a search term. You can tog...") Tag: Visual edit
  • 13:03, 27 June 2025Release Notes Build 250509 (hist | edit) ‎[376 bytes]Bradley Smith (talk | contribs) (Created page with "Only the Desktop App was updated in this build. *'''Other''' **[Fix] Windows 10 compatibility. **[Fix] Spaces in text fields that did not permit them. **[Change] Record memos from task/calendar item editor. **[Change] Middle-click hyperlinks to open tabs in the background. **[Change] Microsoft Teams commands for members. **[Change] Improved client/server version management.") Tag: Visual edit
  • 09:56, 13 June 2025Release Notes Build 250417 (hist | edit) ‎[2,052 bytes]Bradley Smith (talk | contribs) (Created page with "*'''Accounting''' **[Fix] Pre-filling transaction particulars from contacts. **[Change] Transactions can now be held for review. **[Change] Transaction authority can now be revoked. **[Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App). **[Change] Warning if transaction particulars differ from financial entries on payee. **[New] Transaction fees and surcharges (including credit card surcharges). **[New] Transaction requests listing...") Tag: Visual edit
  • 15:11, 10 June 2025Desktop:Workflow Command (hist | edit) ‎[734 bytes]Bradley Smith (talk | contribs) (Created page with "In the Desktop App, windows which are associated with activities display the '''workflow''' command. This is usually situated in or below the top-right of the title bar. The workflow command (and adjacent area) perform several functions: * Displays the name of the activity being performed, as well as the time when work commenced * If the activity was started from a task or appointment, provides access to the item * If th...") Tag: Visual edit