How to configure flows so users can add work parties to work objects
Correspondence can be sent only to people or organizations who are associated with the work object as a work party. If your application needs to send correspondence to anyone other than the work object's originator, be sure that your flows give operators the ability to add work parties to work objects.
The standard Work-.New harness includes the standard CoreParty and PartyDisplay sections that your operators can use to add work parties on the New form of a work object:
If your operators need to add work parties from assignments, add the Work-.AddParty flow action as a local action for that assignment. Work-.AddParty uses the HTML stream rule named AddWorkParty to display the AddPartyCoreParty section. Therefore, when you include the AddParty flow action as a local action for an assignment shape, the CoreParties section appears on the form and operators can then add work parties during that assignment.
Complete the following steps:
- Open the flow and select the assignment.
- In the Assignment Properties pane, in the Local Actions section, enter or select AddParty.
- Click Apply and Save the flow.
- Create a work object to test your configuration. When the work object reaches the assignment with the AddParty flow action, select the action and ensure that you can add a party.