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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'

1.3. Transition Form Field

Fill out the settings as follows:

Note

This field will attach an “eSubmit Transaction Information” summary PDF from the Created Work Item.

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.

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