Wizards

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Navigation: TeamConnect Setup and Development > Legal Customization Help

Wizards

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:

TeamConnect Legal Matter Management wizards

Object	Wizard
Advice & Counsel	Create a New Advice & Counsel Matter
Dispute	New Dispute
Dispute	Create a Subpoena
Invoice	New Invoice
Involved Party for Dispute	New Jurisdiction
Involved Party for Dispute	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	WzACValidateFieldsQSYS	Validate required fields on the General Information page.
		WzACValidateFieldsASYS	If there are empty required fields, display the General Information page and the error message "Required field: fieldname cannot be empty."
		WzACCheckWasRelatedASYS	Checks whether the user made a selection on the Suggestion page. If so, the wizard proceeds to the Use Existing AC page.
		WzACNoSearchResultsQSYS	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	WzDSetCategorySubpoenalASYS	Sets the Subpoena category for a dispute so that related custom fields will be shown.
	General Information	WzDValidateSubpoenaFieldsASYS	Validates required fields on the General Information page
	Potential Duplicate Records	WzDSetSelectedSubpoenaASYS	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	WzDCreateOrUpdateSubpoenaASYS	Sets whether to create a subpoena or update an existing subpoena after the user clicks Finish on the Relations page.
New Invoice	General	WzInvoiceValidateFieldsQSYS	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	WzJValidateContactsQSYS	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	WzDOCValidatePrimaryAttorneyQSYS	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	WzDOCValidatePrimaryFirmQSYS	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	WzTOCValidatePrimaryAttorneyQSYS	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	WzTOCValidatePrimaryFirmQSYS	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	WzDValidateDetailsQSYS	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	WzDPopulateCategoriesQSYS	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	WzDValidatePrimaryAttorneyQSYS	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	WzDIsNoFirmsSelectedAndFirmsListEmptyQSYS	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	WzDValidatePrimaryFirmQSYS	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	WzTPopulateCategoriesQSYS	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	WzTValidatePrimaryAttorneyQSYS	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.
New Transaction	Outside Counsel Firm Selection	WzTValidatePrimaryFirmQSYS	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.
New Transaction	Outside Counsel Firm Selection	WzTIsNoFirmsSelectedAndFirmsListEmptyQSYS	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.