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.