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External Party Types

The External Party object stores details on any person external to the business associated with the system in the capacity of initiating or participating in a Case. Using a single object allows a person entered as an External Party to act in different capacities without re-entering that person’s information. For example, the business may deal with complaints from the general public; therefore, the DCM has a Case Type of Complaint. The initiating party would be known as a Complainant, so we would create this Party Type to link to the Complaint. Information such as names, addresses, contact details, and so forth would be captured.


  1. On the top right, navigate to 
     → <<your solution>>
  2. On the left, navigate to 
     → Setup
  3. Navigate to External Parties → External Party Types (1).
  4. Click the Add New button, the green plus 
    button at the left (2).
  5. Enter a Name for the External Party (3) and the Permanent Code will auto-populate in uppercase and minus any spaces or special characters. Note: you can override the Code, but please ensure no spaces or special characters are used.

  6. Enter a Description of the Party Type that explains the type of persona.
  7. Optionally, select the Data Model from the dropdown list.
  8. If required, select the When Retrieving business rule to execute when a caseworker opens a record of this Party Type.
  9. Click Save when done (or Cancel if you wish to exit without saving).

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