More about Work Parties rules

Enter all your Party Roles for the application in one or a few Work Parties rules, one for each of your work types, and name each Default.

Choose the Data- classes

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


Eligible standard classes include:

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

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.


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:

Valid Parties (French)

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")

The system contains two standard work parties rules as working examples, with associated classes and data transforms. You can use these in your application, or copy and tailor them.

Use the Records Explorer to see a complete list of work parties rules available to you.

Name Purpose
Work-.Default Defines two party roles of parties for a work item:
  • Originator ( Data-Party-Operator class)
  • Interested ( Data-Party-Person class)
Work-Cover-.Default Defines two party roles of parties for a cover work object:
  • Customer ( Data-Party-Person class)
  • Originator ( Data-Party-Operator class)

About Work Parties rules