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  1. There must be a special page "createWorkItem" configured in the wizard. It is what creates the Work Item and passes it to the first queue in the workflow.

  2. The wizard must pass values for the respective Work Item meta fields. There is a minimum set of work item fields. If these are not present in the pages of the wizard, the work item will not be properly created. The item will be unindexed and queued unto into the Mailroom.

  3. After the "createWorkItem" page is run, if additional data must be saved to the Work Item, then there must be an Action button of type Save Work Item configured within the wizard, that saves the values from the wizard to the Work Item. Or, alternatively, a "createOrUpdateWorkItem" special page must be run.

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