New look, same knowledge. It's all still here — just easier to find, with a cleaner layout and better navigation.
Please fill out the contact form below and we will reply as soon as possible.
Also see Everything you need to know about Case Participants . Terminology Participant Terminology Operational Data Store (ODS) Entity The entity that ...
Operational Data Store (ODS) Entity The entity that is stored centrally allows us to capture data against the entity that can be surfaced across differe...
Participant and party types, and the ODS Master data records are created for participant types. An example of a master data record would be an organisat...
Create Create participant roles in Modeller. Launchpad > Modeller > Participant roles. Click the + button > Add Role. Enter a Name and Icon, an...
Add participant roles to one or more work-types. Participant roles are an element that is inherited from the parent work type. Configure the work type p...
Role categories are used to segment participants into similar groupings. For example it could be experts or service providers. Go to Launchpad > Mode...
When you're managing participants in a case, you can manage their case and network connections, depending on their participant role, from the edit parti...
Participant synchronisation rules specify how participants defined on one work type are synchronised or copied to another. Typical user cases for this c...
Work Type > Action bar > Participants > Manage Participants If configured, another way to access Participants in the Work Item view is on the l...