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Version: 19.05

Current Space

Current Space configuration can be mapped in the global configurtion to be used as spaces within Workspaces. Different spaces can be created to support different personas or workflows. For intance Workspaces provide four different default templates that can be mapped to user roles on the global configuration.

Process

This template was created to support Processing Staff on their daily duties.

Heldesk

This template was created to support Helpdesk Staff on their daily duties.

Assist Channel

This template was created to support Assist Channel Staff on their daily duties.

Manage

This template was created to support Managers on their daily duties.

Example

The example below showcase a default configuration for Processing Staff.

Current Space config
{
"title": "Tasks",
"emptyMessage": "No results found, try widening your search",
"pageSize": 10,
"loadQuery": true,
"createForms": false,
"actions": ["Receipt", "Claim", "Release", "Decision"],
"globalFilters": {
"GroupName": {
"label": "Task queue",
"options": ["Error Review", "Fraud Review"],
"value": "All"
},
"DateCreated": {
"label": "Task created",
"value": ["{{ date('4 weeks ago') }}", "{{ date('now') }}"]
}
},
"views": [
{
"label": "All outstanding",
"properties": [
"$taskId",
"$primaryApplicant",
"$taskStatus",
"$taskCreated",
"$assigned",
"$taskModified"
],
"filterBy": {
"$taskStatus": ["Opened", "Assigned", "Saved"]
},
"sortOrder": "desc",
"sortBy": "$taskCreated"
},
{
"label": "Unassigned",
"properties": [
"$taskId",
"$primaryApplicant",
"$taskStatus",
"$taskCreated",
"$assigned",
"$taskModified"
],
"filterBy": {
"$assigned": ["None"]
},
"sortOrder": "desc",
"sortBy": "$taskCreated"
},
{
"label": "Assigned to me",
"properties": [
"$taskId",
"$primaryApplicant",
"$taskStatus",
"$taskCreated",
"$assigned",
"$taskModified"
],
"filterBy": {
"$taskStatus": ["Assigned", "Saved", "Opened"],
"$assigned": ["{{ currentUser }}"],
"$product": "All"
},
"sortOrder": "asc",
"sortBy": "$assigned"
},
{
"label": "Latest tasks",
"properties": [
"$taskId",
"$primaryApplicant",
"$taskStatus",
"$taskCreated",
"$assigned",
"$taskModified"
],
"sortOrder": "desc",
"sortBy": "$taskCreated",
"filterBy": {
"$taskStatus": ["Opened", "Assigned", "Saved"],
"$product": "All"
}
},
{
"label": "Opened last week",
"properties": [
"$taskId",
"$primaryApplicant",
"$taskStatus",
"$taskCreated",
"$assigned",
"$taskModified"
],
"filterBy": {
"$taskStatus": ["Opened", "Assigned", "Saved"],
"$product": "All",
"$taskModified": ["{{ date('1 week ago') }}", "{{ date('now') }}"]
},
"sortBy": "$taskCreated"
},
{
"label": "Deposit account opening",
"properties": [
"$taskId",
"$primaryApplicant",
"$taskStatus",
"$taskCreated",
"$assigned",
"$taskModified"
],
"filterBy": {
"$taskStatus": ["Opened", "Saved", "Assigned"],
"$product": "DAO - Manual Review"
},
"sortBy": "$taskCreated"
},
{
"label": "Urgent",
"properties": [
"$taskId",
"$primaryApplicant",
"$taskStatus",
"$taskCreated",
"$assigned",
"$taskModified"
],
"queues": ["Fraud Review"]
}
],
"keyInfo": [
{
"label": "Tracking Code",
"icon": "TaskID",
"dataIndex": "trackingCode",
"type": "text",
"filter": {
"type": "input"
}
},
"$taskStatus",
"$taskCreated",
"$assigned",
"$taskModified",
"$primaryApplicant"
],
"integrations": [
"$fisChexsystems",
{
"label": "Threat metrix",
"properties": [
{
"label": "Primary",
"properties": ["$score", "$decision", "$riskRating"]
},
{
"label": "Secondary",
"properties": [
"$secondaryScore",
"$secondaryDecision",
"$secondaryRiskRating"
]
}
]
},
"$tinCheck"
],
"statusColors": {
"Black": ["HARDFAIL"],
"LightGreen": ["LOW"],
"Green": ["VERIFIED", "PASSED", "ACCEPT", "APPROVE", "TRUSTED", "PASS"],
"Red": ["FAILED", "DECLINE", "HIGH", "FAIL"],
"Blue": ["REVIEW", "NEUTRAL", "UNVERIFIED", "PROCEED"],
"Orange": ["INSUFFICIENT", "MEDIUM"]
},
"applicants": [
"$primaryApplicantSection",
{
"label": "Secondary",
"properties": ["$secondaryApplicant", "$secondaryEmail", "$secondarySSN"]
}
],
"customCards": ["$genericContent"]
}

Attributes

Current Space

PropertyTypeDefaultRequiredDetails
titleStringHomefalseText to be displayed as the title of the space.
emptyMessageStringnullfalseText to be displayed on the table on the List Screen when there is no results.
pageSizeNumber10falsePage size of the table on the List Screen.
loadQueryBooleantruefalseLoad Txn query on page load.
createFormsBooleanfalsefalseAllows users to create new forms via Create Forms.
globalFiltersObject<GlobalFilter>nullfalseMap of Global Filters.
viewsArray<View>[]falseList of Views.
keyInfoArray<KeyInfo>[]falseList of Key Info.
applicantsArray<Applicant>nullfalseList of Applicants.
statusColorsObject<StatusColor>nullfalseMap of Status Colors.
integrationsArray<Integration>[]falseList of Integrations.
customCardsArray<CustomCard>[]falseList of Custom Cards.
actionsArray<Action>[]falseList of Actions.