Add the subtype to the ClaimCenter New Contact menu

Modify the ClaimCenter New Contact menu to enable the user to create contacts with the new Interpreter subtype.

Before you begin

Complete Add display keys for the new subtype to ClaimCenter.

About this task

Note: In general, when you create new subtypes, the PCF files you need to edit depend on the parent of the subtype. For example, Person subtypes use a different set of PCF files from Company subtypes. You can discover the specific PCF files you need by examining those used by other subtypes. Additionally, the PCF files can use different modes to show appropriate fields for different subtypes.

Procedure

  1. In Guidewire Studio™ for ClaimCenter, navigate in the Project window to configuration > config > Page Configuration > pcf > claim > partiesinvolved.
  2. Double-click ClaimContacts to open that PCF file in the editor.
  3. On the toolbar above the list view panel with the ID PeopleInvolvedDetailedLV, there is a New Contact button. Click the drop-down control to open the embedded menu.
  4. Select the Vendor submenu, which has the id value ClaimContacts_NewVendor.

    This submenu has menu elements for vendors like Autobody Repair Shop, Doctor, and Medical Care Organization.

  5. Right-click the menu item widget for Medical Care Organization and copy it.
  6. Paste the copy below the menu item for Medical Care Organization.

    The new menu item is in the Vendor submenu. The new item turns red and stays that way until you enter the properties in the next step.

  7. Click the new menu item widget and set the following properties:
    action NewPartyInvolvedPopup.push(claim, typekey.Contact.TC_INTERPRETER)
    id ClaimContacts_Interpreter
    label displaykey.Web.NewContactMenu.Interpreter
    showConfirmMessage true
  8. Navigate in the Project window to configuration > config > Page Configuration > pcf > shared > contacts.
  9. Double-click ClaimNewServiceRequestSpecialistPickerMenuItemSet to open it in the editor.
  10. Right-click the menu item widget for Medical Care Organization and copy it.
  11. Paste the copy below the menu item for Medical Care Organization.

    The new menu item is in the New Vendor submenu. The new item turns red and stays that way until you enter the properties in the next step.

  12. Click the new menu item widget and set the following properties:
    action NewContactPopup.push(typekey.Contact.TC_INTERPRETER, parentContact, claim)
    id NewInterpreter
    label displaykey.Web.NewContactMenu.Interpreter
    showConfirmMessage true

What to do next

Add the new subtype to the Address Book input sets