MapDataPointToClientMetadata

Business goal

This action allow the system to copy a value from a place in the application to a client metadata field.

Configuration

• Add the action MapDataPointToClientMetadataV2.
• Link this action to an appropriate event

Settings

• sourceDataPoint: Defines where to find the data point: the dossier or an associated party.
  • dossier:
    • fieldPath: The path to the data point of the dossier.
  • associatedParty: If the source is an associated party, the value will be copied from the party metadata.
    • associatedPartyFilter: To define which party to copy the data from, you must use this filter For more information about this filter, see Harmoney Associated Parties Data on the associatedPartyFilter property.
    • fieldPath: The path to the data point of the dossier.
    • prioritizedValues: If multiple parties match the filter, this list determines which data point to select. Each item is compared to the data point value, and the first matching item is used.
• targetMetadataKey: Defines the key of the client metadata where the data point should be copied to

Example(s)

Copy the value of a dossier question to the client metadata key 'myMetadataKey'

{
  "sourceDataPoint": {
    "dossier": {
      "fieldPath": "questions.DossierQuestionIdentifier"
    }
  },
  "targetMetadataKey": "myMetadataKey"
}

Copy the value of a question 'CONSENT' asked to the responsible (and for multiple responsibles/answers, 'true' has precendence over 'false')

{
  "sourceDataPoint": {
    "associatedParty": {
      "partyFilter": {
        "associatedPartyTypes": {
          "responsibles": {}
        }
      },
      "fieldPath": "questions.CONSENT",
      "prioritizedValues": ["true", "false"]
    }
  },
  "targetMetadataKey": "myMetadataKey"
}