There are a number of steps involved in configuring Key Dates.
Create a Key Date
Create a Key Date
You can create a key date in ShareDo Modeller.
Steps to Create a Key Date
- Browse to Modeller > Work type modeller > Task > Key date.
- Select the key date type from which your new key date will be derived, and click the burger menu of that key date, then click Create derived type.
- Enter Unique system name, Name, optionally enter any further information in the available fields, choose what should be copied to your derived type, and Save.
- This will take you to the modeller page for your new key date, where warning and critical issues need to be resolved before you can use it. If you choose to inherit items from the parent type, you will likely not have critical issues.
- If you did not inherit permissions from your key date's parent, you must create permissions and click the Manage permissions warning.
- At the top-right of the Participant Roles screen, click Grant Create. Using the search function, search for and select the users, teams, or permission sets you want to be able to create your key date (it is advisable to manage this using Permission Sets).
- Click Close to see the Create Permissions widget has been populated with your selections.
- Now, you will need to create role permissions. Click the burger menu for a role to which you want to add permissions. You can manage permissions individually for each role but it is usually going to be fine to inherit the permissions from the parent key date by clicking Copy permissions from [name of parent], if not already set to inherit on the Add new work type blade.
- Go back to your key date modeller > Left-hand nav > General Settings. You will still have one critical issue; 'No aspects have been added', if not already set to inherit on the Add new work type blade. Although this would typically be a critical issue, in the case of Key Dates, we don't normally use a blade, so it can be left blank. You can, however, configure aspects for your key date if you wish it to have a blade by clicking either the Manage aspects button on the warning or the Aspects icon in the top right of the modeller banner.
Review
You can successfully create a key date; now, you must add it to a work type.
Add a Key Date to a Work Type
Add a Key Date to a Work Type
After creating your key dates in the work type modeller, you can add them to a work type via the ShareDo modeller.
Key dates are inherited, so if you wish to add a date to a parent and many children, you only need to add it to the parent item.
Steps to Add Key Dates to Work Types
- Launchpad > Modeller > Work Types.
- Select the work type you wish to add the key date to and open it.
- Click the Key Dates option on the navigation bar on the left-hand side.
- All of the type relationships are displayed for the work type.
- Click Add Date.
- Enter the configuration details for your key date.
| Element | Description |
|---|---|
| Key Date Type | Select the key date that you wish to link to the work type. |
| Category | Select the key date category you wish the date to be under. |
| Always on form | If this is checked, the data will always appear on the matter key facts form. Otherwise, the user will need to press a plus button to add it. |
| Allow multiple | Allow multiple of these key dates to be added to a matter. |
| Allow Description | Allow a description to be added to a key date when entered. |
| Date Only Display | Only shows the date. |
| Mandatory | Set to mandatory if the date must be filled in. |
| Prevent Future Dates | Do not let the user set the date to a date or time in the future. |
| Prevent Historic Dates | Do not let the user set the date to a date in the past. |
| Cannot be after | Select another key date that this date cannot be after. |
| Cannot be before | Select another key date that this date cannot be before. |
| Default Date To | Set the date to default to today / now. |
| Read only on creation | Once the date has been entered the user cannot change it. |
| Default to Done | Immediately set the key phase to done - used for capture dates. |
| Participant Role | If the participant role is set then this key date will be duplicated for each participant with this role. If no participants have the role the key date will not be shown. |
| Phase | Link this key date to a phase; the key date will be kept in sync with the phase timeline. |
| Allow adding reminders | If checked, the usr can add reminders. |
Review
You can now successfully added a key date to a work type, you now need to know how to configure where the key date will be displayed to users.
Link a Key Date to a Participant
Link a Key Date to a Participant
You can link a key date to a specific participant as well as a work type in sharedo modeller.
- Launchpad > Modeller > Work type modeller, locate and select the work type to with which the key date is associated.
- Left-hand navigation: Type Relationships > Key dates
- Locate the key date you wish to link > click the burger menu > Edit > Scroll down to the Participant role aspect of the Edit Key Date Association blade.
- Click on the Participant role drop-down field and select the role to which you want to link the key date.
You can now link a key date to a participant.
Configure the Key Dates Aspect
Configure the Key Dates Aspect
For a full view of key dates, the Key Dates aspect can be added to a work type blade.
See the Add an Aspect to a Work Type article for more information
When configuring the Key Dates Aspect, you can set it to poll for changes based on a list of events and select key date types from the list that you want to refresh on save.
Example Key Dates Aspect
