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Completing the New or Save As form

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Create a work parties rule by selecting Work Parties from the Process category.

A work parties rule has two key parts:

Field

Description

Applies To

SmartPrompt Select the class (derived from the Work- base class) for which you are creating this work parties rule.

The classes you can enter here may depend on the RuleSet you select. On the Restrictions tab of the Class form, a class rule may limit rules applying to that class to belong to one of an explicit list of RuleSets.

WorkParty

Enter a name. By convention, create one instance in each Applies To class named Default. Begin the name with a letter and use only letters, numbers, and a dash character.

When you add a case type using the Case Designer, the system creates an instance of the standard rule Work-.pyCaseManagementDefault in the Applies To class. This rule contains the Customer role, which is used in standard case management work forms. See Process and Rules category — Case Designer.

For general information about the New form, see Completing the new rule dialog box. For general information on the Save As form, see How to enter rule keys using Save As.

Rule resolution

When searching for work party rules, the system:

Time-qualified and circumstance-qualified rule resolution features are not available for work party rules.

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