The ODS Entity Picker aspect can be added to a blade on a work type and is used to add/show specific participant roles.
| Display | |
| Widget Title |
The name of this aspect on your blade. Switch Show On to display on the blade. You can use the next two fields to set when you want it to show on the blade. You can have either or both set to On. |
| Show before sharedo has been saved | You would likely set this to On if you want the user to be able to add participants when creating the work type. |
| Show after sharedo has been saved | If you have before set to on, you would want this set to On as well. And if you didn't have before set On, so participants are created through the participants blade, then you may want this displayed once the work type is saved. |
| Show participant blade on add | When this is on, the participants blade shows immediately on adding an ODS entity (as long as the sharedo is saved). This allows the user to add/edit further details to the participant. |
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Roles Add one or many card or list views to the aspect. Use the + to add roles. You can change the order of the roles by clicking and dragging the title bar. | |
| Role | Select the participant role to be added on this aspect. The roles available to select are those available on this work type. |
| Override label | Enter a label for the role, or leave empty to use the name of the role. |
| View mode |
Select which view mode to use. Either Card or List.
Below the Buyer is a List, the Buyer's Solicitor is a Card:
You can search directly on the Buyer's Solicitor field (if Inline Search is switched on against Can Search (see below):
For the Buyer, you have to click + and open another Blade. |
| Vertical Layout |
This option is only available for List view mode. It places the label above the picker:
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| Read only: | You would use this if you just wanted to display existing participants with this role, rather than allow a user to add it from here. |
| Requirement Level | Select whether this role is mandatory, recommended or optional on this aspect. This overrides the role configuration for this work type. Or you can leave it to use what is already configured. |
| Support multiple | Switched On only works if the role is configured to allow multiple |
| Add to current work item |
Select whether this ODS entity should only be added as a participant to the current work item. This prevents any 'Add to ancestor' options displaying. For example, you attach a Task to the Matter (as a child). The Task is custom and is designed to capture specific data and some Participants too. Lets say some Medical Expert instruction details plus a Medical Expert Participant. Use the ODS Entity Picker on the Task to find and assign an Expert to the Task. If this option is enabled, the Participant goes directly onto the current work item (the Task) - b it wont go onto the Parent matter too - just the child Task. If the option is disabled, then the user is given the option to add the Participant to current work item (the Task) or the Parent (the Matter) |
| Allow adding a new ODS entity | If the ODS entity isn't found when the user searches, allow them to create a new ODS entity or not. |
| Can Search |
Set whether the user can search for existing entities, or just add new. If Can Search is set to On, the options here depend on which View mode you have set.
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| Show reference |
Only available for Card view and if Show participant blade on add is switched off. Select whether their reference shows. If switched On you can change the label name. You can also set whether it is editable from here and if so whether it is mandatory.
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