Wizards

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Wizards use categories, custom fields, actions, conditions, and CJBs. Their code is tied to the system and is difficult to modify without breaking.

TeamConnect® Legal Matter Management comes with the following wizards:

Team Connect Legal Matter Management wizards

Object	Wizard
Advice & Counsel	Create a New Advice & Counsel Matter
Dispute	New Dispute Create a Subpoena
Invoice	New Invoice
Involved Party for Dispute	New Jurisdiction New Opposing Party
Involved Party	New Outside Counsel
Transaction	New Transaction

The New Outside Counsel wizard is essentially the same for the Dispute and Transaction objects (some of their lists vary according to matter type).

When the Create a New Advice & Counsel Matter wizard is launched from within a Dispute or Transaction record, it creates an embedded Advice & Counsel record in order to display Advice & Counsel information within a custom block on the Related Advice tab. The wizard is essentially the same for the Dispute and Transaction objects.

When the Create a Subpoena wizard is launched from Create a new Dispute, it creates a Dispute record with Subpoena category. From the wizard, you can choose to create a subpoena of type: Order to produce documents or Order to appear. The wizard performs duplicate records checking based on these fields: Issuing Court, Docket Number, Type of Subpoena. If a new subpoena contains the same Issuing Court, Docket Number, Type of Subpoena values as another subpoena, the user will have an option to create a new record or update an existing record.

The New Outside Counsel wizard is particularly dependent on wizard parameters and the following Involved Party categories:

Outside Counsel Firm
Outside Counsel Firm : Primary
Outside Counsel Attorney
Outside Counsel Attorney : Primary

End users will use various wizards to do the following:

Create a general matter records
Create matter records with the Advice & Counsel category
Add involved parties to matter records
Create Invoice records

For more information about the wizards, see the corresponding Gap Analysis document and the wizard specifications in Maestro.

Java Classes used by Wizards

The following table shows the Java classes used by specific wizard pages:

Java classes used by wizard pages

Wizard name	Page	Class	Description
Create a New Advice & Counsel Matter	General Information	WzACValidateFieldsQSY S	Validate required fields on the General Information page.
		WzACValidateFieldsASY S	If there are empty required fields, display the General Information page and the error message "Required field: fieldname cannot be empty."
		WzACCheckWasRelated ASYS	Checks whether the user made a selection on the Suggestion page. If so, the wizard proceeds to the Use Existing AC page.
		WzACNoSearchResultsQ SYS	Checks whether there are any search results based on user input on the General Information page. If not, the wizard proceeds to the Assignees page.
	Assignees	CreateEmbeddedObject	When invoked from a dispute or transaction record, this page transition rule creates an embedded advice & counsel record in order to display advice & counsel information within a custom block on the Related Advice tab.
Create a Subpoena	General Information	WzDSetCategorySubpoen alASYS	Sets the Subpoena category for a dispute so that related custom fields will be shown.
	General Information	WzDValidateSubpoenaFie ldsASYS	Validates required fields on the General Information page
	Potential Duplicate Records	WzDSetSelectedSubpoen aASYS	If a duplicate existing subpoena is detected, sets the user's selection to create a subpoena or update an existing subpoena (on the Please make a Selection page).
	Matter Relations	WzDCreateOrUpdateSubp oenaASYS	Sets whether to create a subpoena or update an existing subpoena after the user clicks Finish on the Relations page.
New Invoice	General	WzInvoiceValidateFieldsQ SYS	Validate fields on the General page. If the values of any required fields are not valid, display an error and do not leave the General page.
New Jurisdiction	Jurisdiction Selection	WzJValidateContactsQS YS	Validate the contact fields on the Jurisdiction Selection page. If either value is not valid, display an error and do not leave the Jurisdiction Selection page.
New Outside Counsel (Dispute)	Outside Counsel Attorney Selection	WzDOCValidatePrimaryA ttorneyQSYS	Validate the fields on the Outside Counsel Attorney Selection page. If either value is not valid, display an error and do not leave the Outside Counsel Attorney Selection page.
New Outside Counsel (Dispute)	Outside Counsel Firm Selection	WzDOCValidatePrimaryFi rmQSYS	Validate the fields on the Outside Counsel Firm Selection page. If either value is not valid, display an error and do not leave the Outside Counsel Firm Selection page.
New Outside Counsel (Transaction)	Outside Counsel Attorney Selection	WzTOCValidatePrimaryAt torneyQSYS	Validate the fields on the Outside Counsel Attorney Selection page. If either value is not valid, display an error and do not leave the Outside Counsel Attorney Selection page.
New Outside Counsel (Transaction)	Outside Counsel Firm Selection	WzTOCValidatePrimaryFi rmQSYS	Validate the fields on the Outside Counsel Firm Selection page. If either value is not valid, display an error and do not leave the Outside Counsel Firm Selection page.
New Dispute	Details	WzDValidateDetailsQSY S	Validate fields on the Details page. If the values of any required fields are not valid, display an error and do not leave the Details page.
	General	WzDPopulateCategoriesQ SYS	Before proceeding to the next page, populate the user's category selections in the dispute record.
		WzDValidateFieldsQSYS	Validate fields on the General page. If not valid, do not leave the General page.
		WzDHasNoDetailsQSYS	If users select only the Contracts or Intellectual Property categories (which have no associated Details page blocks), the wizard does not display the Details page but goes instead to the Assignees page.
	Outside Counsel Attorney Selection	WzDValidatePrimaryAttor neyQSYS	Validate that there is only one primary attorney. If there is more than one primary attorney, an error message is displayed and the wizard does not proceed past the Attorney Selection page.
	Outside Counsel Firm Selection	WzDIsNoFirmsSelectedA ndFirmsListEmptyQSYS	If there are no contacts with the External : Law Firm category, the wizard displays the No Firms Found message on the Outside Counsel Firm Selection page. When users click next, the wizard proceeds directly to the Budget page.
	Outside Counsel Firm Selection	WzDValidatePrimaryFirm QSYS	Validate that there is only one primary firm. If there is more than one primary firm, an error message is displayed and the wizard does not proceed past the Firm Selection page.
New Transaction	Details	WzTValidateDetailsQSYS	Validate fields on the Details page. If the values of any required fields are not valid, display an error and do not leave the Details page.
	General	W z TP o p u l a t e C a t e g o r i e s Q SYS	Before proceeding to the next page, populate the user's category selections in the transaction record.
		WzTValidateFieldsQSYS	Validate fields on the General page. If the values of any required fields are not valid, do not leave the General page.
		WzTHasNoDetailsQSYS	If the user selects a transaction category that has no associated Details page blocks, the wizard does not display the Details page but goes instead to the Assignees page. Note: All delivered transaction categories have associated Details page blocks, so this class is only used if there are additional custom categories.
	Outside Counsel Attorney Selection	WzTValidatePrimaryAttor neyQSYS	Validate that there is only one primary attorney. If there is more than one primary attorney, an error message is displayed and the wizard does not proceed past the Outside Counsel Attorney Selection page.
	Outside Counsel Firm Selection	WzTValidatePrimaryFirm QSYS	Validate that there is only one primary firm. If there is more than one primary firm, an error message is displayed and the wizard does not proceed past the Outside Counsel Firm Selection page.
	Outside Counsel Firm Selection	WzTIsNoFirmsSelectedA ndFirmsListEmptyQSYS	If there are no contacts with the External : Law Firm category, the wizard displays the No Firms Found message on the Outside Counsel Firm Selection page. When users click next, the wizard proceeds directly to the Budget page.

TeamConnect® Legal Matter Management's wizards also use CJBs. See the wizard sections of the Gap Analysis documents for the names of the CJB files corresponding to each CJB.