Work Parties form
Completing the Valid Parties tab

Field

Description

Enter a unique label that is to appear on the work object entry form to identify this party role. For example, you can enter Lawyer or Design Manager.

Enter a unique identifier for this role. See How to enter identifiers. If the value you entered for Party Label contains no spaces or underscores and meets other requirements of an identifier, you can repeat the Party Label value here. (This value becomes the index of a Page Group property; it is not visible on work object forms.)

Select a concrete class derived from the Data-Party class. (Such classes are intended to hold information about work parties.) For example, you can enter Data-Party-Lawyer-RealEstate or one of five standard concrete classes derived from Data-Party.

Optional. Enter a short description of the Data-Party class. This short description appears at runtime, following the party label on the work object entry form.

For example, you can enter Real Estate if the class distinguishes Real Estate Lawyers from Family Lawyers. On the work object entry form, a user sees Lawyer — Real Estate.

If your application is to support 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.

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 model rule in the same Data- class.

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 object entry form, rather than only after a user makes a choice from a selection box.

Select to indicate that this party must be present in every new work object.

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 don't enter a work party role from the array above here, the system enforces a maximum limit of one party for that role.