Version: 20.05

Global

The global configuration is where we store global definitions for the Workspaces Form. Once deployed it will become the default state in the client, to be used across the current and subsequent Workspaces sessions.

Note

Using a text editor like VsCode, which has excellent typescript support, can give hints in the editor of what attributes are available. For example, in VsCode, ctrl + space can bring up contextual hints about the attributes available, and whether they are for CurrentSpace config or Global config.

Example

The following example demonstrates all of the available configuration options.

Note

Icon names can be looked-up on the Icons section.

src/configs/custom/global.ts

import { ConfigGlobal } from '@transact-open-ux/workspaces/dist/types';
export const globalConfig = ({ date }: any): ConfigGlobal => ({
theme: {
primary: {
main: '#025197',
},
},
hideSteps: ['Helpdesk View'],
mappings: {
$primaryName: {
label: 'Primary applicant',
icon: 'PersonOutlineOutlined',
dataIndex: ["properties['PrimaryName']", "formDataMap['PrimaryName']"],
type: 'text',
sorter: false,
filter: {
type: 'input',
},
},
$appId: {
label: 'App ID',
icon: 'FontDownloadOutlined',
dataIndex: ['job.jobRefNumber', 'trackingCode'],
type: 'text',
sorter: false,
filter: {
type: 'input',
},
},
$product: {
label: 'Product',
icon: 'WorkOutlineOutlined',
dataIndex: ['job.name', 'formName'],
type: 'text',
sorter: false,
filter: {
type: 'input',
},
},
$backgroundCheckStatus: {
label: 'Background Checks Status',
icon: 'CheckRounded',
dataIndex: ["properties['IntegrationsReview']"],
type: 'text',
sorter: false,
filter: {
type: 'input',
},
},
$taskSla: {
label: 'SLA',
dataIndex: "properties['taskSla']",
type: 'alert',
warning: '1 week',
},
$slaDate: {
label: 'SLA Expiry',
icon: 'EventOutlined',
dataIndex: "properties['taskSla']",
type: 'date',
format: 'relative',
sorter: false,
},
$currentQueue: {
label: 'Current queue',
icon: 'FlagOutlined',
dataIndex: 'groupName',
type: 'text',
sorter: true,
filter: {
type: 'multiselect',
options: ['Error Review', 'Fraud Review', 'Manual Review'],
},
},
$appAge: {
label: 'App age',
icon: 'EventOutlined',
dataIndex: 'job.timeCreated',
type: 'date',
format: 'relative',
sorter: true,
filter: {
type: 'daterangepicker',
options: {
minDate: date('1 month ago'),
maxDate: date('now'),
},
},
},
$assigned: {
label: 'Assigned to',
icon: 'AccountCircleOutlined',
dataIndex: 'userLoginName',
type: 'text',
sorter: true,
filter: {
type: 'input',
},
},
$currentStep: {
label: 'Current Step',
icon: 'TaskID',
dataIndex: 'job.currentStep',
type: 'text',
sorter: false,
},
$currentTask: {
label: 'Current task',
icon: 'TaskID',
dataIndex: 'formName',
type: 'text',
sorter: false,
},
$taskCreated: {
label: 'Task Created',
icon: 'TaskCreated',
dataIndex: 'timeCreated',
type: 'date',
format: 'relative',
sorter: true,
filter: {
type: 'daterangepicker',
options: {
minDate: date('1 month ago'),
maxDate: date('now'),
},
},
},
$appLastModified: {
label: 'Last modified',
icon: 'LastModified',
dataIndex: 'job.timeLastModified',
type: 'date',
sorter: false,
filter: {
type: 'daterangepicker',
options: {
minDate: date('1 month ago'),
maxDate: date('now'),
},
},
},
$formLastModified: {
label: 'Last modified',
icon: 'LastModified',
dataIndex: ['timeUserLastModified'],
type: 'date',
sorter: true,
filter: {
type: 'daterangepicker',
options: {
minDate: date('1 month ago'),
maxDate: date('now'),
},
},
},
$appStatus: {
label: 'App status',
icon: 'AppStatus',
dataIndex: ['job.status', 'formStatus'],
type: 'text',
sorter: false,
},
$taskStatus: {
label: 'Task Status',
icon: 'TaskStatus',
dataIndex: 'formStatus',
type: 'text',
sorter: true,
filter: {
type: 'multiselect',
options: ['Assigned', 'Opened', 'Saved', 'Completed', 'Abandoned'],
},
},
$dateOfBirth: {
label: 'Date of birth',
dataIndex: ["properties['PrimaryDOB']", "formDataMap['PrimaryDOB']"],
type: 'text',
sorter: false,
filter: {
type: 'input',
},
},
$SSN: {
label: 'SSN',
dataIndex: ["properties['PrimarySSN']", "formDataMap['PrimarySSN']"],
type: 'text',
sorter: false,
filter: {
type: 'input',
},
},
$email: {
label: 'Email',
dataIndex: ["properties['PrimaryEmail']", "formDataMap['PrimaryEmail']"],
type: 'text',
sorter: false,
filter: {
type: 'input',
},
},
$phone: {
label: 'Phone #',
dataIndex: ["properties['PrimaryPhone']", "formDataMap['PrimaryPhone']"],
type: 'text',
sorter: false,
filter: {
type: 'input',
},
},
$appSubmitted: {
label: 'App submitted',
dataIndex: 'job.timeCreated',
type: 'date',
sorter: true,
filter: {
type: 'daterangepicker',
options: {
minDate: date('1 month ago'),
maxDate: date('now'),
},
},
},
$appCreated: {
label: 'App created',
dataIndex: 'timeCreated',
type: 'date',
sorter: true,
filter: {
type: 'daterangepicker',
options: {
minDate: date('1 month ago'),
maxDate: date('now'),
},
},
},
$formStatus: {
label: 'Form status',
icon: 'TaskStatus',
dataIndex: 'formStatus',
type: 'text',
sorter: true,
filter: {
type: 'multiselect',
options: ['Assigned', 'Opened', 'Saved', 'Completed', 'Abandoned'],
},
},
$applicants: {
label: 'Applicants',
icon: 'PermIdentityTwoTone',
type: 'tableExtended',
dataSource: "properties['ApplicationDetails']",
properties: [
{
label: 'Status',
dataIndex: 'checkStatus',
type: 'alert',
},
{
label: 'Name',
dataIndex: 'profile.name',
type: 'text',
},
{
label: 'Email',
dataIndex: 'profile.email',
type: 'text',
},
{
label: 'Trust',
dataIndex: "products['Trust']",
type: 'text',
},
{
label: 'Super Saver',
dataIndex: "products['Super Saver']",
type: 'text',
},
{
label: 'Standard Checking',
dataIndex: "products['Standard Checking']",
type: 'text',
},
],
sections: [
{
label: 'Personal Info',
type: 'list',
properties: [
{
label: 'Full Name',
dataIndex: 'profile.name',
type: 'text',
fullWidth: true,
},
{
label: 'Address',
dataIndex: 'profile.address',
type: 'text',
fullWidth: true,
},
{
label: 'SSN',
dataIndex: 'profile.ssn',
type: 'text',
},
{
label: 'Email',
dataIndex: 'profile.email',
type: 'text',
},
{
label: 'Phone #',
dataIndex: 'profile.phone',
type: 'text',
},
{
label: 'Date of Birth',
dataIndex: 'profile.dob',
type: 'text',
},
],
},
{
label: 'Background Checks',
type: 'listExtended',
statusColors: {
Black: ['HARDFAIL'],
LightGreen: ['LOW'],
Green: ['VERIFIED', 'PASSED', 'ACCEPT', 'APPROVE', 'TRUSTED', 'PASS'],
Red: ['FAILED', 'DECLINE', 'HIGH', 'FAIL'],
Blue: ['REVIEW', 'NEUTRAL', 'UNVERIFIED'],
Orange: ['INSUFFICIENT', 'MEDIUM'],
},
properties: [
{
label: 'FIS Chexsystems',
properties: [
{
label: 'IDA',
dataIndex: 'integrations.[0].items[0].value',
type: 'text',
},
{
label: 'IDV',
dataIndex: 'integrations.[0].items[1].value',
type: 'text',
link: {
dataIndex: 'integrations.[0].items[1].link',
type: 'html',
},
},
{
label: 'OFAC',
dataIndex: 'integrations.[0].items[2].value',
type: 'text',
},
{
label: 'Qualfile',
dataIndex: 'integrations.[0].items[3].value',
type: 'text',
link: {
dataIndex: 'integrations.[0].items[3].link',
type: 'html',
},
},
],
},
{
label: 'Threat Metrix',
properties: [
{
label: 'DECISION',
dataIndex: 'integrations.[1].items[0].value',
type: 'text',
link: {
dataIndex: 'integrations.[1].items[0].link',
type: 'json',
},
},
{
label: 'RISK RATING',
dataIndex: 'integrations.[1].items[1].value',
type: 'text',
},
{
label: 'SCORE',
dataIndex: 'integrations.[1].items[2].value',
type: 'number',
},
],
},
{
label: 'TIN Check',
properties: [
{
label: 'TIN Verification',
dataIndex: 'integrations.[2].items[0].value',
type: 'text',
link: {
dataIndex: 'integrations.[2].items[0].link',
type: 'xml',
},
},
],
},
],
},
],
},
$sentEmails: {
label: 'Sent emails',
icon: 'InfoTwoTone',
type: 'table',
dataSource: "properties['EmailList']",
properties: [
{
label: 'Date sent',
dataIndex: 'dateAttempted',
type: 'date',
},
{
label: 'Info',
dataIndex: 'name',
type: 'text',
},
{
label: 'Delivery status',
dataIndex: 'emailSent',
type: 'text',
},
{
label: 'Follow up',
dataIndex: 'followUp',
type: 'text',
},
{
label: 'Sent mail',
type: 'text',
link: {
dataIndex: 'emailContent',
type: 'html',
encoding: 'base64',
},
},
],
},
$applicantValidations: {
label: 'Applicant validations',
icon: 'InfoTwoTone',
type: 'table',
dataSource: "properties['GenericContent']",
properties: [
{
label: 'Type',
dataIndex: 'type',
type: 'text',
},
{
label: 'View report',
type: 'text',
link: {
dataIndex: 'htmlContent',
type: 'html',
encoding: 'base64',
},
},
{
label: 'View JSON',
type: 'text',
link: {
dataIndex: 'jsonContent',
type: 'json',
encoding: 'base64',
},
},
{
label: 'View XML',
type: 'text',
link: {
dataIndex: 'xmlContent',
type: 'xml',
encoding: 'base64',
},
},
{
label: 'View PDF',
link: {
dataIndex: 'pdfContent',
type: 'pdf',
},
},
],
},
$reviewChecklist: {
label: 'Review Checklist',
type: 'listStacked',
icon: 'BallotOutlined',
properties: [
{
label: 'Personal Details',
dataIndex: ["properties['PersonalDetails']"],
type: 'text',
},
{
label: 'Background Checks',
dataIndex: ["properties['BackgroundChecks']"],
type: 'text',
filter: {
type: 'input',
},
},
{
label: 'Attachments',
dataIndex: ["properties['Attachments']"],
type: 'text',
},
{
label: 'Remarks',
dataIndex: ["properties['Remarks']"],
type: 'text',
},
],
},
},
});
export default globalConfig;

Attributes

To review the possible attributes please check the API Reference.