Journey Workspaces FAQ

   WorkspacesThis topic is related to Journey Workspaces. |   Platform Developer |   v18.11 This feature was introduced in v18.11. |   Updated in v19.11 This feature was updated in v19.11.

Compatibility

  • Is Workspaces available for my browser version?

    Workspaces works with the latest versions of the following web browsers.

    • Chrome
    • Firefox
    • Microsoft Edge
    • Internet Explorer 11
    Note

    Internet Explorer 11 is supported from Workspaces v18.11.4. Prior to that release, Workspaces is supported in Chrome, Firefox and Microsoft Edge only.

  • Is there a compatible version of Workspaces for my Journey Manager environment?

    Starting with Transact Manager v18.11, a compatible Workspaces release is available for every Journey Manager / Transact Manager release. For example, Workspaces v18.11.0 is compatible with Transact Manager v18.11.0.

    Check the release notes for Workspaces v19.11.x, Workspaces v19.05.x or Workspaces v18.11.x to identify the correct version of Workspaces to use with your Journey Manager platform.

    Starting with Workspaces v19.05, Workspaces is forward and backward compatible with supported Journey Manager versions. You can pick the build that is compatible with your platform in the downloads area.

Deployment

  • How do I promote Workspaces from lower to higher Journey Manager environments?

    Promoting Workspaces between environments is achieved by exporting the Workspaces archive from one environment and importing it into another environment. This transfers the definitions, pages, properties, resources and submission forms associated with the portal.

    Note

    Before importing the Workspaces archive to your environment, make sure you have already had a fresh installation of Workspaces in that environment.

    There is an issue in Workspaces v18.11.3 and earlier releases that prevents you from exporting your Workspaces archive. In this case, to promote your Workspaces portal, install Workspaces in your environment then manually copy the Workspaces assets like properties, pages and resources which are to be replaced.

  • How do I import the Workspaces WAR file through the Journey Manager administration console?

    The Workspaces WAR file is installed using the Journey Manager administration console. Login to Manager then select Forms > Form Spaces and click Import WAR. For more information about importing WAR files, see Import a Form Space as a WAR archive.

    Note

    The Import WAR button is disabled in multi-node Journey Manager environments. To install the WAR file, contact cloud hosting support or your infra support to manually deploy the WAR file from the Journey server.

  • How do I deploy two Workspaces portals in one Journey Manager environment?

    To install multiple copies of Workspaces in one Journey Manager environment, you need to change the name of the Workspaces application.

    For example, to change the name from “Workspaces” to “Temenos”, you would need to make the following changes to the contents of the Workspaces WAR file.

    • \WEB-INF\jboss-web.xml - change the context root:

      <jboss-web>
          <context-root>temenos</context-root>
      </jboss-web><
    • \Index.htm - change the content URL:

      <html><head><meta http-equiv="Refresh" content="0;URL=/temenos/secure/index.html"></head></html>
    • \WEB-INF\classes\db-config1.xml - change the portal name, context path and WAR file name:

      <portal name="Temenos">
          
          <context-path>http://localhost:9080/temenos/</context-path>
          <description><![CDATA[Temenos Workspaces]]></description>
          <version>19.5.0</version>
          <war-file-name>tm-temenos.war</war-file-name>
    • \META-INF\maven\com.avoka.tm\tm-workspaces-war\pom.xml

      <artifactId>tm-temenos-war</artifactId>
      <name>TM: Temenos WAR</name>
      <packaging>war</packaging>
       
          <properties>
              <portal>temenos</portal>
              <portal.project.name>Temenos Workspaces</portal.project.name>
              <portal.project.description>Temenos Workspaces</portal.project.description>
              <portal.war.file.name>tm-temenos.war</portal.war.file.name>
              <project.context>temenos</project.context>
          </properties>
      
          <build>
      	<finalName>tm-temenos</finalName>
    • \META-INF\maven\com.avoka.tm\tm-workspaces-war\pom.properties

      groupId=com.avoka.tm
      artifactId=tm-temenos-war
    • \META-INF\MANIFEST.MF

      Specification-Title: TM: Temenos WAR
      Implementation-Title: TM: Temenos WAR
    Note

    Rename the WAR file as well as tm-temenos.war.

    Once the above changes are done, deploy the new WAR file in the Journey Manager environment.

Fresh installation of Workspaces

  • When I login to Workspaces for the first time, I just see a progress bar continuously loading

    This happens in the fresh installation of Workspaces v18.11.x due to the missing space property after the deployment. Add the default space property that comes with the installation package to Forms > Form Spaces > Work Spaces > Properties and configure it for your needs.

    Note

    Starting from WorkspaceWorkspaces v19.05, the space property is refactored into a Global property and a set of Space properties, with one Space property for each of the supported spaces such as “Process”, “Helpdesk”, etc. A configuration with default template properties (for Global and spaces) is included with the WAR file in Workspaces v19.05 release.

  • What Journey Manager roles and permissions are required to access Workspaces?

    From Workspaces v18.11.3, there is a strict permission check enabled in WorkspaceWorkspaces as part of the security enhancement.

    In Workspaces v18.11.x releases, make sure the “Work Spaces Staff” role has the Collaboration Job Completed View, Collaboration Job View and Help Desk View permissions. Assign the “Work Spaces Staff” role to each Workspaces user that needs to access transactions from Journey Manager.

    In Workspaces v19.05.x releases, you can assign any Journey Manager role to a space in the Workspaces “Global” property in order to restrict access to the spaces to just certain users. Ensure the role has the Collaboration Job Completed View, Collaboration Job View and Help Desk View permissions.

  • What resources are required by Workspaces after a fresh installation?

    The following resources must be added to the Workspaces after a fresh installation.

    Workspaces v18.11.x:

    • company-logo.png
    • en.json
    • favicon.png
    • workspace-logo.png

    Workspaces v19.05.x:

    • company-logo.png
    • en.json
    • favicon.png
    • workspaces-logo.png

    Note

    Sample resources are supplied for each version in the Workspaces download folder.

Logging in to Workspaces

  • Logging in to Workspaces while already logged in displays the login screen without any styling applied

    This issue was fixed in Workspaces v19.11. This issue affected Workspaces v19.05 and earlier.

  • When I login to Workspaces again after logging out, an error page is displayed

    This issue was fixed in Workspaces v18.11.4. This issue affected Workspaces v18.11 and earlier.

  • Can I login to Workspaces from two different browsers (multiple sessions) at the same time?

    Journey Manager allows only one active Workspaces session. You can login to Workspaces on multiple browsers, but only the first browser in which you perform an action will be successful. The second and subsequent browsers in which you attempt an action will report an HTTP 403 Forbidden status code.

Workspaces Configuration

  • Can the Applicant card or Background Check card be removed from the Workspaces UI?

    Yes, the Applicant card and Background checks card can be removed from the Workspaces UI.

    • To remove the Applicant card: Add an empty applicants property inside the space JSON:

      {
          ...
          "applicants": [ ],
          ...
      }
    • To remove the Background checks card: Add an empty integrations property inside the space JSON:

      {
          ...
          "integrations": [ ],
          ...
      }

    In Workspaces v19.11, these cards are integrated into custom cards. More information is available to help you understand how to configure custom cards.

  • Can the Timeline card or Documents card be removed from the Workspaces UI?

    No, it’s not possible to remove the Timeline card or Documents card from the Workspaces UI.

  • How do I configure the views and table columns in the Workspaces List page?

    Click one of the links below for more information about how to configure views and table columns in the Workspaces List page.

  • How do I configure the Key info card in the Workspaces Details page?

    This feature was introduced in Workspaces v19.05. Click one of the links below for more information about how to configure the Key Info card in the Workspaces Details page.

  • How do I configure the actions to be displayed for each Workspaces space?

    This feature was introduced in Workspaces v19.05. Click one of the links below for more information about how to configure the actions available for each space.

  • How do I hide a step from the application timeline?

    This feature was introduced in Workspace v19.05.

    To hide a step, configure the Global JSON property to include the hideSteps attribute with the list of steps to be hidden. For example:

    "hideSteps": ["Helpdesk View"]

    For more information, refer to the Global configuration in the Workspaces technical documentation.

  • How do I restrict a Workspaces user to view only certain spaces in the Workspaces application?

    Controlling user access to spaces using Journey Manager roles or groups was introduced in Workspaces v19.05.

    To restrict a Workspaces user’s access to certain spaces, configure the spaces attribute in the Global JSON property with a list of roles and/or groups that are configured with the appropriate permissions.

    • Workspaces v19.11 – configure the permissions attribute

      "spaces": [
          {
              "label": "Process",
              "icon": "BallotOutlined",
              "value": "Process",
              "permissions": {
                  "type": "role",
                  "value": ["Processing Staff", "Work Spaces Staff"]
              }
          },
          {
              "label": "Helpdesk",
              "icon": "HeadsetOutlined",
              "value": "Helpdesk",
              "permissions": {
                  "type": "role",
                  "value": ["Helpdesk Staff", "Work Spaces Staff"]
              }
          }
      ]

      More information is available to help you understand how to configure permissions in the Global configuration.

    • Workspaces v19.05 – configure the roles and groups attributes

      "spaces": [
          {
              "label": "Process",
              "icon": "BallotOutlined",
              "value": "Process",
              "roles": ["Processing Staff", "Work Spaces Staff"],
              "groups": ["Manual Review", "Fraud Review", "Error Review"]
          },
          {
              "label": "Helpdesk",
              "icon": "HeadsetOutlined",
              "value": "Helpdesk",
              "roles": ["Helpdesk Staff", "Work Spaces Staff"]
          },
      ]

      More information is available to help you understand how to configure permissions in the Global configuration.

  • Are job properties supported in the space JSON configuration for Workspaces?

    No, job properties are currently not supported in the space JSON configuration for Workspaces.

Workspaces Features

  • I can’t view the PDF receipts – is this due to access restrictions?

    Make sure Show PDF receipts is selected for the form associated with the transaction. This option is available on the form’s Flow Config tab.

    In addition, if you are running Workspaces v18.11.x, make sure the receiptUrl property is present in the transaction’s submission property and the context path is pointing to /workspaces/.

  • Searching for a transaction is very slow when there is a huge volume of transactions in Journey Manager

    This is a known issue. You can follow progress on this issue here.

    A workaround is to use form data extracts instead of properties which will speed up the search query.

  • I can’t view certain transactions in Workspaces

    Make sure the form related to the transaction is linked to the “Work Spaces” form space in Journey Manager.

  • Filtering on more than two submission properties at once does not return the expected results

    This is now supported in Workspaces v19.11. This issue affected Workspaces v19.05 and earlier.

  • Does Workspaces support partial searches?

    No, partial search is not supported in Workspaces.

Maestro form in Workspaces

  • The Decision form cannot read the SystemProfile property

    Make sure Unified App Data is selected for the review form.

  • The Add documents button doesn’t appear for applications that are not yet submitted

    The Add documents button is visible only during the review stages for those who are assigned to review the application. For inflight applications (prior to submission), you can use the View Form button to render the form which may allow you to upload documents.

    Starting with Workspaces v19.11, Workspaces supports controlling the Add documents button through configuration. More information is available to help you understand how to configure attachments such as documents.

  • How do I view the saved form in a read-only state as Helpdesk staff?

    Saved forms can be rendered in a read-only state by clicking View Form, as long as the form is designed to activate the contents in a read-only state upon receiving the &read_only parameter in the URL while rendering the form.

    Workspaces v19.11 now supports passing messages using the postMessage API. For details, see Actions.

  • How do I fill out a Maestro form from Workspaces as an Assisted Channel staff?

    This feature was introduced in Workspaces v19.05. Click one of the links below for more information about how to fill out a Maestro form from Workspaces.