Skip to main content
FirmFlow
Search
Search GoFileRoom Support Help and Support.

This article applies to:

  • Product: GoFileRoom

Add deliverables to a workflow

In FirmFlow, you can add 1 or more deliverables to a workflow from the
Deliverables
 tab.
GoFileRoom provides 2 methods for adding deliverables to a workflow:
  • Add deliverables using the Deliverables Lookup List.
  • Add multiple deliverables using Multi-value search.
note
Before you add deliverables to your workflow, make sure:
  • You have the correct permissions to add a deliverable.
  • The workflow is routed to you.

Add deliverables using the Deliverables Lookup List

  1. In your workflow in GoFileRoom, select the
    Deliverables
     tab, select
    Options
    , then select
    Add
    .
  2. In the text field in the
    Deliverables
     column, enter a few alphanumeric characters of the title of the deliverable you want to add.
  3. Select
    Deliverables Lookup List
    .
    1. The
      Deliverables Matching Values
       list displays a maximum of 20 deliverables per page. You can scroll to display deliverables that are not visible on your screen, or enter a page number to go to that page.
    2. The fewer alphanumeric characters you enter for the deliverable title, the more choices will display in the list. However, trying to reduce the number of choices by entering more of the deliverable title can also be a problem. If your entry does not exactly match part of a deliverable title in the list, the
      Deliverables Matching Values
       list displays an error message.
    3. If the list displays an error message, select
      Cancel
      . In the
      FirmFlow Folder
       screen, re-enter your deliverable title data using fewer characters, or correct any mistakes, such as entering
      1030
       instead of
      1040
      , and try again.
    4. When you search within the deliverables list, remember that federal forms begin with the form number, such as
      1040
      . State forms begin with the state abbreviation, such as
      AZ
       for Arizona.
  4. Select the deliverable you want to add to your workflow. To add multiple deliverables at once, mark the checkbox for each deliverable, then select
    OK
    .
  5. Make any necessary changes to the default tax year, due dates, and other columns for the new deliverable.
    note
    • You can edit data in the
      Year
      ,
      Original Due Date
      , and
      Current Due Date
       fields after you select
      OK
      , but only when extending a deliverable.
    • You can also change data in the
      Attachment
      ,
      Copies
      , and
      eFile
       fields after you select
      OK
      .
  6. When the data for the new deliverable is correct, select
    OK
    . The new deliverable now appears in the
    Deliverables
     list.
important
If you added an incorrect deliverable, select it, delete it, then add the correct deliverable.

Add multiple deliverables using Multi-value search

Use Multi-value search when you need to search for and select multiple deliverables from a list and add them to a workflow at once. This option opens a modal where you can run multiple searches, accumulate selections across those searches, and add all selected deliverables to the workflow in a single action.
  1. In GoFileRoom, open the workflow and select the
    Deliverables
     tab.
  2. Select
    Options
    Add
    .
  3. Optional: In the
    Deliverables
     column text field, enter a few alphanumeric characters of the title of the deliverable you want to search for and add before opening the modal. This text pre-fills in the modal search box when it opens.
  4. Select the
    Multi-value search
     button.
    1. Hover over the button to display the tooltip:
      Multi-Select for Deliverables
      .
    2. The modal opens and displays the full list of deliverables for the workflow's service type.
    3. Results load 50 records at a time. Scroll to load the next batch. A
      Loading more results
       indicator appears while records are retrieved.
  5. To narrow results, enter a few alphanumeric characters of the title of the deliverable you want to search for in the modal search box.
    1. The search matches deliverables that start with your term and deliverables that contain your search criteria anywhere in the name.
    2. You can also use an asterisk * as a wildcard to further refine your search, but it is optional.
  1. Searching for federal forms by form number, such as
    1040
    , the results may include forms such as
    1040 Tax Return
     and
    Amended 1040
    .
  2. Select the checkbox for each deliverable you want to add.
  3. To add deliverables from a different search, clear the search box and enter a new term. Your previous selections are retained even as the list refreshes.
  4. Repeat this step as many times as needed to build your full selection list.
  5. When you have finished all selections, select
    OK
    .
  6. All selected deliverables, accumulated across every search in the session, are added to the
    Deliverables
     grid at once.
  7. Edit the default tax year, due dates, and other columns in the grid as needed.
  8. Select
    OK
     to save your changes to the workflow.
important
Selecting
Cancel
 in the modal closes it without adding any deliverables to the workflow. All in-progress selections for that modal session are discarded. Reopen the modal to start again.

Review your selected deliverables

As you search and select deliverables, your selections are saved during the current Multi-value search session. If you clear the search box or enter a different search term, previously selected deliverables may no longer appear in the list, but they remain selected.
To review your selections before adding them to the workflow:
  1. Clear the search box to return to the full deliverables list.
  2. Scroll through the list to view your selected deliverables. Selected deliverables display with checked checkboxes.
  3. Search again for a previously selected deliverable to confirm its checkbox remains checked.
tip
Before you select
OK
, clear the search box and review the checked deliverables to confirm your selections. When you select
OK
, all selected deliverables from the current session are added to the grid together.

error-icon

error-close