Configure a dossier item type for a project workflow

The dossier item type forms the basis for the configuration of the workflow. The workflow commences if you submit a dossier item of this type for a project. You configure the features and destination for the dossier item type and determine whether these are visible in InSite and/or OutSite.

To configure a dossier item type for a project workflow:

Go to: CRM / Dossier / Configuration / Dossier item type.
Open the properties of the dossier item type or add a new dossier item type.
Go to the tab: General.
Check the fields in this tab.
Go to the tab: Settings.
Select the Use features check box.
The features direct the workflow. By using a combination of features and dossier item type (feature group), you ensure that a dossier item ends up in the correct workflow.
Select the Client record items without features allowed check box if featureless dossier items are also allowed.
Do not select this check box if it is mandatory for every dossier item to have a feature.

You can now configure the destination of the dossier item type.
Go to the tab: Destination.
Select the destination.
Click on the action:
- Optional
  This means that when submitting a dossier item, you can select whether it should be registered in the dossier.
- Mandatory
  If you set a destination as mandatory, it cannot be deselected in the dossier item.
- One of these mandatory
  If this setting has been chosen for multiple destinations, the dossier item cannot be saved until one of these destinations has been selected.
- Not allowed
  The dossier item cannot be added to a dossier with this destination.
Go to the tab: Destination Extra.
Select the destination Project.
Click on the action: Mandatory.
Go to the tab: In & OutSite
Select the Visible check box in the InSite frame.
Select the Visible check box in the OutSite frame if an external user should be able to see the dossier item type.
Enter a plural description in Plural description.
Enter a description for both InSite and OutSite if you want to make the dossier item type visible in both.
Click on: OK.