|Multi-Party, Multi-Role Decisioning |
Most of us are familiar with multi-party or multi-item uses of our software, where there are several signers, several choices from a sale catalog, or several symptoms described in a neurological exam. The “answer”, of course, is a List. Piece of cake.
It’s a little more complex to combine multiple parties and multiple roles. The best approach will typically include a GRID using checkboxes or dropdowns to capture the Roles. Even accommodating multiple roles for each person (executor and beneficiary, or all-terrain and mud and snow for a tire.
Where things start to get really complex is when a specific role order is required, where John is first choice for executor and successor beneficiary while Sally is first choice for beneficiary. Or, perhaps a breakfast choice might be bacon with sausage as backup, with oatmeal but if there is neither bacon or sausage, then the fruit selection. A recent example described three Tiers of treatment for the current COVID variant based on patient circumstances, but then went further to describe how Tier 1 oral medication might be modified for a medication conflict, thereby preventing a Tier 3 approach, one with only 30% efficacy.
A new article in the Knowledge Base describes how an intelligent form can easily manage multiple choices for multiple roles in multiple orders. The article includes a working form that may be downloaded and used for free.