Defining Packets

Packets definitions are created and modified using the Forms Packet Definition tool:

The tool is displayed:

The packet definition tool is divided into three columns.

Packets

The packet listing is the left most column and displays the packets already defined. You have a choice to list which type of work product (cases) to display using the Type drop down list. In this case we are vieweing the Workers Compensation packets. It has a set of commands:

Icon Name Meaning
Cut Packet Removes a packet from the list.
Copy Packet Copies the content of the packet into a new packet.
New Packet Creates a new empty packet.

Forms

The next column display a list of forms that make up the packet. It has a set of commands:

Icon Name Meaning
Move Up Moves the form definition up one row.
Move Down Moves the form definition down one row.
Rename Form Renames the form definition.
Cut Form Removes a form definition from the packet.
Copy Form Copies the form definition into a new form definition.
New Form Creates a new empty form definition.

Definition

The rightmost column sets the rules to be used when creating each form.

Section Field Options Meaning
Settings Mode Required The form must be part of the packet.
    Optional The form is optional in the packet.
    OptionalbutInclude The form is optional but will be included as default.
  Child Of This form is dependant on the inclusion of the form shown.
Forms Allow Allow merged forms as a source for this form.
  Key Is Name The key given is the full name of the form. Otherwise it is the search string to find a possible form.
  Key Either the form name or search key.
  Params Parameters to be used when generating th form. They are field name/value pairs delimited by a semi-colon.
  Auto Review Form will be considered reviewed if all required fields have values.
Documents Allow Allow merged documents as a source for this form.
  Key Is Name The key given is the full name of the document. Otherwise it is the search string to find a possible document.
  Key Either the document name or search key.
  Clipboard Text to copy to the clipboard before merge.
External Allow Allow external files as a source for this form.