You can add a work party to a case type to define the stakeholders of a case. By identifying the people, businesses, and organizations that participate in case processing, you can ensure that your correspondence is sent to relevant recipients.
At run time, you can send correspondence to a work party after it has been added to a case.
-
In the Explorer panel, click Case
types, and then click the case type that you want to open.
-
On the Settings tab, click Parties.
-
Click + Add party.
-
In the Role field, enter a unique name without spaces or
special characters that indicates your work party's relationship to a case.
Roles are used to index the pyWorkParty page group and are not
displayed on user forms.
-
Select an option from the Type list to control which descendant
of the Data-Party class contains information about your work party.
-
Company — Uses the Data-Party-Com class.
-
Government — Uses the Data-Party-Gov class.
-
Operator — Uses the Data-Party-Operator
class.
-
Non-profit — Uses the Data-Party-Org class.
-
Person — Uses the Data-Party-Person class.
-
Enter a label in the Description field that is displayed in
forms and views for a case.
- Optional:
To run a data transform each time that this work party is added to a case, press the
Down Arrow key in the Data transform field and select the name of a
data transform.
- Optional:
From Ken: Not run when a case is created using the Add Case smart shape.
- Optional:
To allow more than one instance of your work party to participate in a case, select the
Allow multiple check box.
- Optional:
To prompt users to add this work party when a case is created, select the
Display on creation check box.
- Optional:
Select the Required check box to indicate that this work party
must be present in every new case.
-
Click OK.
-
Click Save to add the work party to the
pyCaseManagementDefault work parties rule.