Configuring a work party
Add a row for each party role that may participate in a work item. These appear at runtime, whether as a selection box or with text fields visible, in the work item entry form. In the second array, identify which of these party roles may appear two or more times in one work item.
| Field | Description |
|---|---|
| List of Valid Parties | |
| Party Label | Enter a unique label that is to appear on the work item entry form to identify this party role. For example, you can enter Lawyer or Design Manager. |
| Role |
Enter a unique identifier for this role.
The value Originator has a fixed use to identify the operator who entered the work item. The value Follower has a fixed use to support following cases. This work party role can be added to a work object indirectly; it does not need to appear in the work parties rule. |
| Party Class | Select a concrete class derived from the Data-Party class. (Such classes are intended to hold information about work parties.) |
| Party Prompt |
Optional. Enter a short description of the
Data-Party
class. This short description appears at runtime, following the party label on the work item entry form.
For example, you can enter Real Estate if the class distinguishes Real Estate Lawyers from Family Lawyers. On the work item entry form, a user sees Lawyer — Real Estate. If your application supports users in multiple languages, you can create language-specific Work Parties rules in language-specific RuleSets, so that these prompts are appropriate for each locale. |
| Data Transform |
Optional. To cause the system to complete initial values for some fields on the
PartyDisplay
HTML rule configured in your
Data-Party
class, identify a data transform in the same
Data-
class.
|
| VOE? |
Select the
VOE
(Visible on Entry) check box to cause the
PartyDisplay
HTML for this party to appear at runtime at the time of the first display of the work item entry form, rather than only after a user makes a choice from a selection box.
|
| Required? | Select to indicate that this party must be present in every new work item. |
| List Parties That May Repeat | |
| Party |
Optional. To allow users to enter more than one lawyer, more than one dependent, or more than one of any of the other roles on this form, enter those roles here.
If you do not enter a work party role from the array, the system enforces a maximum limit of one party for that role. |
Identify PartyDisplay HTML
A specific standard HTML rule (per class) named
PartyDisplay
determines
which fields appear for each party role. Find or create this instance in each of your Data-
class (or in a class from which your Data- class inherits such as
Data-Party
or
Data-
).
Before completing the Work Parties form, familiarize yourself with the Data- classes that define each party role.
Plan the party role configuration
When you create a Work Parties rule, you determine the following:
- Which work party roles are to be available at run time on the work item entry form? Examples are customers, employees, doctors, lawyers, and travel consultants.
- Are the HTML fields for the party role to appear initially on every new work item entry form (for example, if this party role is required)? Of, if the party roles are listed in a selection box, users can decide whether to include them (if the party roles are optional).
- Can a user enter none, one, or more than one party for each role?
- Can the application supply helpful default information in the HTML fields for a certain party role? If so, first create a data transform in your Data- class that provides this information.
Localization
The Role and Party Prompt fields on the Valid Parties tab are visible to application users. When you localize an application, create a language-specific Work Parties rule for each base Work Parties rule. For example, the following can appear in a Work Parties rule for a French-speaking locale:
Determining the class of a party
No field in a work item identifies the class of a party — for example whether the party with the role Lawyer is of the class Data-Party-Person or a Data-Party-Com. To learn this call the standard function getPartyClass (appliestoclass, workpartyname, rolename), part of the PegaProComUtilities library. Identify the key parts of a work party rule in the first two parameters, and a work party role in the third parameter.
For example, the following expression obtains the class of the Interested party in a work item in the PegaSample application:
=@getPartyClass("PegaSample", "Default", "Interested")