Configure an Update municipality party service subprocess

Update municipality party is a service subprocess that checks fields on parties and synchronizes them to match the value of the AddressKey/Municipality property of another party on the case. The service subprocess synchronizes the municipality on a case to match the municipality of residency of the citizen that is a primary party on the case. For example, the service workflow can ensure that the municipality on a case is updated to the new municipality of residence of the primary party on the case, if they move. By default, the service subprocess is named and set up with the intention of updating municipality parties to match the citizen party, but you can customize the service subprocess to search for and update other party roles and contact types.

Configure the service subprocess

  1. Go to Process > Processes.

  2. Select Update Municipality Party and click Edit Process parameters.

  3. Specify the parameters depending on how you want the process to execute.

    Parameter Description

    MunicipalityRole

    Select the party role that you want to keep synchronized with the Municipality code field on the address of the citizen party.

    MunicipalityNameType

    Enter the contact type code for the case parties that you want to keep synchronized. By default, the selected contact type is J, Company (with CVR).

    MunicipalityPropertyName

    Enter the property that contains the value that corresponds with the value of the AddressKey/Municipality property on the address of the citizen party. By default, this field is set to AddressKey/Municipality.

    MunicipalityIdentifierFilter

    Optional, here you can specify an additional filter to identify municipality parties in instances where the values that you specified in the parameters above are not unique on a case where you want to update the municipality party. By default, this field contains the filter substringof('KOMMUNE', toupper(SystemName)).

    PartyRole

    Select the party role that you want to synchronize up against. The municipality code is always identified in the AddressKey/Municipality property.

     

Enable the service subprocess

  1. Create, save, and share a search in WorkZone Client or a query WorkZone QueryBuilder to identify the case parties that you want to synchronize up against. See Share a saved search list in the WorkZone Client User Guide and Create and save queries in WorkZone QueryBuilder.

  2. Create and configure a new rule set and select your saved search in the Search field and select Update municipality party in the Process field. See Create rule sets.

  3. Create a case monitoring service workflow and select the ruleset that you created in the RuleSet parameter. See Create a service workflow in the WorkZone Configurator Administrator Guide and Configure a Case monitoring service workflow.