How to use the Party Case widget on party pages

  1. In the Detail Page for an External Party, add the Party Case widget
  2. Insert a Tab Title
  3. Under the section Related Forms, select a Form and enter the Purpose and click the New button.
    1. A Form is the form of the root object of the data model (required).
    2. The purpose is used to set up when creating a case party (required)
  4. Check the result with the Preview button

If the user doesn't select any Form, the system will show the message in runtime

Additional Options

Select the first Case Type: If the flag is selected, the system automatically selects the first case type from the list.

Open Case after creation: If the flag is selected, the system will open the case detail tab after creating the case.