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 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.