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Version: 20.05

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 spaces that can be mapped to user roles on the global configuration.

Spaces

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.

src/configs/custom/index.ts

import global from './global';
import manage from './manage';
import process from './process';
import helpdesk from './helpdesk';
import assistedChannel from './assistedChannel';

const spaces = [process, helpdesk, assistedChannel, manage];

export default {
global,
spaces,
};

src/configs/custom/process.ts

import { ConfigCurrentSpace } from '@transact-open-ux/workspaces/dist/types';

export const processConfig = ({ date, currentUser }: any): ConfigCurrentSpace => ({
label: 'Process',
icon: 'BallotOutlined',
permissions: {
type: 'role',
value: ['Processing Staff', 'Work Spaces Staff'],
},
pageSize: 10,
loadQuery: true,
attachments: {
filter: {
action: 'exclude',
regex: '\\.exe$',
},
uploadWithoutClaim: false,
},
search: ['$primaryName', '$appId', '$currentQueue', '$appAge', '$assigned'],
emptyMessage: 'No results found, try widening your search',
txnActions: {
Claim: {
label: 'Claim',
},
Release: {
label: 'Release',
},
Decision: {
label: 'Decision',
},
Custom: {
label: 'More',
properties: [
{
label: 'Review Checklist',
dataIndex: "properties['ReviewChecklistUrl']",
type: 'url',
},
],
},
},
jobActions: {
Receipt: {
label: 'Receipt',
},
ViewNotes: {
label: 'View Notes',
},
},
globalFilters: {
GroupName: {
label: 'Queues',
options: ['Error Review', 'Fraud Review', 'Manual Review'],
value: 'All',
},
DateCreated: {
label: 'Created Date',
value: [date('4 weeks ago'), date('now')],
},
},
views: [
{
label: 'All outstanding',
properties: [
'$taskSla',
'$appId',
'$primaryName',
'$product',
'$appAge',
'$currentQueue',
'$currentTask',
'$taskCreated',
'$assigned',
'$formLastModified',
],
sortOrder: 'desc',
sortBy: '$appAge',
},
{
label: 'Unassigned',
properties: [
'$taskSla',
'$appId',
'$primaryName',
'$product',
'$appAge',
'$currentQueue',
'$currentTask',
'$taskCreated',
'$assigned',
'$formLastModified',
],
filterBy: {
$assigned: 'None',
},
sortOrder: 'desc',
sortBy: '$appAge',
},
{
label: 'Assigned to me',
properties: [
'$taskSla',
'$appId',
'$primaryName',
'$product',
'$appAge',
'$currentQueue',
'$currentTask',
'$taskCreated',
'$assigned',
'$formLastModified',
],
filterBy: {
$assigned: currentUser,
},
sortOrder: 'desc',
sortBy: '$appAge',
},
{
label: 'Completed tasks',
properties: [
'$taskSla',
'$appId',
'$primaryName',
'$product',
'$appAge',
'$currentQueue',
'$currentTask',
'$appStatus',
'$taskStatus',
'$taskCreated',
'$assigned',
'$formLastModified',
],
filterBy: {
$taskStatus: ['Completed'],
},
sortOrder: 'desc',
sortBy: '$appAge',
},
{
label: 'URGENT',
properties: [
'$taskSla',
'$slaDate',
'$appId',
'$primaryName',
'$product',
'$appAge',
'$currentQueue',
'$currentTask',
'$taskCreated',
'$assigned',
'$formLastModified',
],
filterBy: {
$taskCreated: [date('1 year ago'), date('1 week ago')],
},
sortOrder: 'desc',
sortBy: '$appAge',
},
],
keyInfo: ['$primaryName', '$appId', '$slaDate', '$assigned', '$currentQueue', '$product'],
customCards: ['$applicants', '$reviewChecklist', '$sentEmails', '$applicantValidations'],
});

export default processConfig;

Attributes

To review the possible attributes please check the API Reference.