In order to create a valid Work Item, several things must be present:

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 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.

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:

Example of a set of PARAMS for a Work Item:

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

How to Add Forms to a Work Item