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Version: 22.04

Actions

The actions attribute is used to whitelist user actions on the List and Details screens.

There are two types of action:

  • jobAction: Actions that are on a job level. These actions appear in a panel at the top right of the Details screen. Supported actions: Receipt, View Notes.
  • txnAction: Actions specific to their associated Txn. Supported actions: Assign, Claim, Decision, Recover, Release, Unassign, View Form, Withdraw, Custom.

Each of these actions has their own display rules as described below.

Job Actions

Receipt

The Receipt action opens a modal displaying the current Txn formReceipt. If there is more than one receipt attached to the Txn, the modal includes a dropdown list allowing the user to select a receipt to view.

Display rules

txn.job || txn.receiptUrl;

View Notes

This action displays the list of available notes/comments associated with a job in a modal. If the Txn is not associated with a job, any notes/comments will be shown for that Txn.

Display rules

txn.comments;

Txn Actions

Assign

This action opens a dropdown list of usernames to pick from. When a user is selected, the current Txn is assigned to that user.

Display rules

txn.taskType === 'Review' &&
txn.userLoginName === '' &&
txn.availableActions.includes('assign') &&
!['Completed', 'Abandoned', 'Expired', 'Submitted'].includes(txn.formStatus);
note

Task assignment happens in Workspaces based on a user's email address. Make sure all JM user accounts have distinct email addresses.

Claim

This action assigns the current Txn to the current user.

Display rules

txn.taskType === 'Review' &&
txn.userLoginName === '' &&
txn.availableActions.includes('assign') &&
txn.userLoginName === currentUser &&
!['Completed', 'Abandoned', 'Expired', 'Submitted'].includes(txn.formStatus);

Decision

This action opens a modal with the current Txn formUrl and &pageId=decision.

info

We send the query parameter &pageId=decision in the URL so that it can be used to support special handling on the Maestro form. We also send a message using a postMessage API with the following schema:

{
pageId: 'decision';
}

Display rules

This action is available on the Details screen only, not on the List screen.

!shortcut &&
txn.taskType === 'Review' &&
txn.userLoginName === currentUser &&
!['Completed', 'Abandoned', 'Expired', 'Submitted'].includes(txn.formStatus);

Recover

The Recover action re-opens an abandoned Txn.

Display rules

txn.taskType !== 'Review' &&
txn.availableActions.includes('reopen') &&
txn.userLoginName === currentUser &&
txn.formStatus === 'Abandoned';

Release

This action unassigns the current Txn; that is, it removes the Txn's assignee. This action is available only if the current user is the assignee.

Display rules

txn.taskType === 'Review' &&
txn.availableActions.includes('unassign') &&
txn.userLoginName === currentUser &&
!['Completed', 'Abandoned', 'Expired', 'Submitted'].includes(txn.formStatus);

Unassign

This action unassigns the current Txn; that is, it removes the Txn's assignee. Unassign differs from Release in that you can unassign another user, and that it is made available only to users with management oversight.

Display rules

txn.taskType === 'Review' &&
txn.availableActions.includes('unassign') &&
!['Completed', 'Abandoned', 'Expired', 'Submitted'].includes(txn.formStatus);
info

If both the Release and Unassign actions are enabled for a Txn then Release takes precedence and Unassign is not displayed.

View Form

This action opens a modal with the current Txn formUrl and &pageId=view.

info

We send the query parameter &pageId=view in the URL so that it can be used to support special handling on the Maestro form. We also send a message using a postMessage API with the following schema:

{
pageId: 'view';
}

Display rules

txn.taskType !== 'Review' &&
!['Completed', 'Abandoned', 'Expired', 'Submitted'].includes(txn.formStatus);

Withdraw

The Withdraw action is used to abandon a saved Txn.

Display rules

txn.taskType === 'Review' &&
txn.userLoginName === currentUser &&
!['Completed', 'Abandoned', 'Expired', 'Submitted'].includes(txn.formStatus);

Custom

This opens a dropdown list of custom actions.

Display rules

Custom actions are available on the Details screen only, not on the List screen.

!shortcut;

Example

The following example showcases some actions that can be configured for a manager.

Actions config
{
...
txnActions: {
Claim: {
label: 'Claim',
},
Release: {
label: 'Release',
},
Decision: {
label: 'Decision',
},
Recover: {
label: 'Recover',
},
Custom: {
label: 'More',
properties: [
{
label: 'Re-run background check',
dataIndex: 'formUrl',
type: 'url',
},
],
},
},
jobActions: {
Receipt: {
label: 'Receipt',
permissions: {
type: 'group',
value: ['Manual Review'],
}
},
ViewNotes: {
label: 'View Notes',
},
},
...
}

Attributes

To review the list of supported attributes, see CurrentSpaceTxnActions and CurrentSpaceJobActions.