Current Space

Current Space configurations are mapped in the global config, to be used as a space within Workspaces. Different spaces can be created to support different personas or workflows. Workspaces provides four default templates that can be mapped to user roles on the global config.

• Process: This template was created to support Processing Staff on their daily duties.
• Helpdesk: 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.

The example below shows a default configuration for Processing Staff.

Example Current Space configuration

{
  "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"]
}

Properties

Current Space

Property	Description
title	String (Default: Home) The text to display as the title of the space.
emptyMessage	String (Default: null) The text to display on the List screen's table when there are no results.
pageSize	Number (Default: 10) The page size of the table on the List screen.
loadQuery	Boolean (Default: true) The Txn query to use on page load.
createForms	Boolean (Default: false) Whether this space permits users to create new forms via Create Forms.
globalFilters	Object<GlobalFilter> (Default: null) A map of the Global Filters available in this space.
views	Array<View> (Default: []) The list of Views available in this space.
keyInfo	Array<KeyInfo> (Default: []) The list of Key Info fields displayed on the Details screen.
applicants	Array<Applicant> (Default: null) The list of Applicants displayed on the Details screen.
statusColors	Object<StatusColor> (Default: null) A map of Status Colors.
integrations	Array<Integration> (Default: []) The list of Integrations displayed on the Details screen.
customCards	Array<CustomCard> (Default: []) The list of Custom cards displayed on the Details screen.
actions	Array<Action> (Default: []) The list of Actions available in this space.