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Why Can't I Choose a Different Form When Preparing a Form from Within a Matter in Clio Grow?

Question:

  • I am getting an error when I try and choose a different Form
  • Getting a circle with a line through it when trying to choose a different Form from the dropdown

Environment:

  • Clio Grow

Additional Information:

  • n/a 

Answer:

If the Form is a part of a Workflow Template, a specific Form must be chosen when creating the Workflow Template. That Form cannot be changed when preparing the Form from within a Matter.

A couple of workarounds for this:

  1. You can edit the Workflow Template to change the Form being used. For the steps to do this, please click here.

    Or

  2. You can remove the Form from the Workflow Template if you would like to be able to use this Workflow Template on all Matters, and then add the desired Form using the Single item dropdown from within the Matter. For the steps to do this, please click here.
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