More about Work Parties rules

Before creating a Work Parties rule, select or create appropriately configured data classes. Choose a data class that:

• Can contain instances that represent parties
• Contains or inherits an HTML rule named PartyDisplay.

Eligible standard classes include:

• Data-Party-Gov
• Data-Party-Operator
• Data-Party-Com
• Data-Party-Org
• Data-Party-Person

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.

When you create a Work Parties rule, you determine the following:

• Which work party roles are to be available at runtime on the work object 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 object entry form (for example, if this party role is to 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 model rule in your Data- class that provides this information.

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:

No field in a work object 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 object in the PegaSample application:

=@getPartyClass("PegaSample", "Default", "Interested" )