Carl Orr (CarlO545)

CarlO545 Member since 2015 5 posts
Posted: June 10, 2016
Last activity: June 22, 2016
Posted: 10 Jun 2016 12:46 EDT
Last activity: 22 Jun 2016 11:45 EDT

designate party <> error

I am building a case in 7.1.6 and have encountered a minor issue.

A critical assumptions from my limited experience (correct me if I'm wrong): If you want to send an e-mail to an e-mail address entered by the operator, you have to declare a party and use that address. You can't just slap an e-mail address property in there and use it later.

In this case the case trigger is an e-mail coming in to the operator, who creates the case and fills in the information about the e-mailer as this party.

That's all well and good. But when I create the case, the very first screen that comes up says "Errors: Party ID:This field may not be blank."

It should indeed be mandatory to fill in this party, but I'm not keen on my operator being told they've made an error when they're just starting the case. What's a way around this?

party error.png

Case Management User Experience
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