Click on Images to Expand Them
Step 1: Add four Single Text fields Below the Buttons
Note: These fields will be invisible to the user, but will carry data to the created Work Item.
1.1. Request Type Field
Fill out the settings as follows:
Field | Value |
|---|---|
Field Type | Single Text |
Field Label | Request Type |
Meta Field Name | PARAM.REQUESTTYPE |
Visibility condition | false |
Default Value | 'Concierge Submission' |
1.2. Concierge Field
Fill out the settings as follows:
Field | Value |
|---|---|
Field Type | Single Text |
Field Label | Concierge |
Meta Field Name | PARAM.SOURCE |
Visibility condition | false |
Default Value | 'Concierge' |
Action buttons and invisible fields on the Work Item Creator form
1.3. Transition Form Field
Fill out the settings as follows:
Note
This field will attach an “eSubmit Transaction Information” summary PDF from form to the Created created Work Item.
| Note |
|---|
Your Docupace site must have the relevant form located on the server. You can check this by opening the Forms (222) domain and searching by name “eSubmit Transaction Information” or by GUID “DP-GUID0000000000000000000WIDGETS3” |
Field | Value |
|---|---|
Field Type | Single Text |
Field Label | Transition Form |
Meta Field Name | Form2.GUID |
Visibility condition | false |
Default Value | 'DP-GUID0000000000000000000WIDGETS3' |
1.4. Entity Type Field
Fill out the settings as follows:
Note
This field will look at the value entered in the Entity/Trust field above and, if the entity name is empty, then assign “Person” as the entity type. If some name is entered in the Entity/Trust field, then “Entity” will be assigned as the entity type.
Field | Value |
|---|---|
Field Type | Single Text |
Field Label | Entity Type |
Meta Field Name | Owner1.EntityType |
Visibility condition | false |
Default Value | formFieldData['Concierge.EntityName'] ? 'Entity' : 'Person' |
Step 2: Save your Work
Save your work and proceed to add fields to the summary page.