...
It is also possible to create interconnected Work Items from the same wizard. For example, if your wizard will create several accounts for the same client, the user will need to use the same client data for all the accounts. In that case, you can use an Action button of type Restart Wizard, but keep in a separate JS object all the meta field values that must stay the same for all interconnected Work Items.
A minimum set of Meta Field Names for creating a new Work Item:
Description | Meta Field Name | Example | Multi-value | Domain | Attribute ID | |
|---|---|---|---|---|---|---|
Request group |
|
| Y | 470 | 100201 | |
Vendor/Custodian |
|
| Y | 116 or 378 | 102101 | |
Registration Type |
|
| Y | 114 | 100601 | |
Product Type |
|
| Y | 112 or 366 or 462 | 100601 | |
State |
|
| N | 150 | 100801 | |
Account Service |
|
| Y | 339 | 100201<ac:structured-macro ac:name="unmigrated-wiki-markup" ac:schema-version="1" ac:macro-id="e7df7652-c87e-490e-b110-47fc992c8143"><ac:plain-text-body><![CDATA[ | |
Account Options |
|
| Y | 340 | 100201 | ]]></ac:plain-text-body></ac:structured-macro> |
...
Example
...
of
...
a
...
set
...
of
...
PARAMS
...
for
...
a
...
Work
...
Item:
...
| Code Block |
|---|
PARAM.ACCTCLASS=IC UMA
PARAM.ACCTCLASS.ID=140
PARAM.ACCTOPTION=\[Charity, Estate, Guardian\]
PARAM.BUSINESSTYPE.ID=4
PARAM.PRODUCTNAME.ID=12
PARAM.PRODUCTTYPE=Advisory
PARAM.PRODUCTTYPE.ID=32
PARAM.REGTYPE=Inherited IRA
PARAM.REGTYPE.ID=100
PARAM.REQUESTGROUP=CAO New Account
PARAM.REQUESTGROUP.ID=8
PARAM.STATE=AE
PARAM.VENDOR=PERSHING
PARAM.VENDOR.ID=2452 |
...