Current Space

The Current Space config is mapped in the global config, to be used as a space within Workspaces. Create space configs 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 is designed to support Processing Staff with their daily duties.
• Heldesk: This template is designed to support Helpdesk Staff with their daily duties.
• Assist Channel: This template is designed to support Assisted Channel Staff with their daily duties.
• Manage: This template is designed to support Managers with their daily duties.

Attributes

The list of supported configuration attributes are available in Reference > ConfigCurrentSpace.

Example

The following example shows a default configuration for Processing Staff.

Example Current Space config

{
  "pageSize": 10,
  "title": "Process",
  "loadQuery": true,
  "attachments": {
    "filter": {
      "action": "exclude",
      "regex": "/BI/"
    },
    "uploadWithoutClaim": true
  },
  "emptyMessage": "No results found, try widening your search",
  "actions": {
    "Receipt": {
      "label": "Receipt",
      "permissions": {
        "type": "group",
        "value": ["Processing Staff"]
      }
    },
    "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"
        }
      ]
    }
  },
  "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": "$appAge"
    },
    {
      "label": "Unassigned",
      "properties": [
        "$appId",
        "$primaryName",
        "$product",
        "$appAge",
        "$currentQueue",
        "$currentTask",
        "$taskCreated",
        "$assigned",
        "$formLastModified"
      ],
      "filterBy": {
        "$assigned": ["None"]
      },
      "sortOrder": "desc",
      "sortBy": "$appAge"
    },
    {
      "label": "Assigned to me",
      "properties": [
        "$appId",
        "$primaryName",
        "$product",
        "$appAge",
        "$currentQueue",
        "$currentTask",
        "$taskCreated",
        "$assigned",
        "$formLastModified"
      ],
      "filterBy": {
        "$assigned": ["{{ currentUser }}"]
      },
      "sortOrder": "desc",
      "sortBy": "$appAge"
    },
    {
      "label": "Completed tasks",
      "properties": [
        "$appId",
        "$primaryName",
        "$product",
        "$appAge",
        "$currentQueue",
        "$currentTask",
        "$appStatus",
        "$taskStatus",
        "$taskCreated",
        "$assigned",
        "$formLastModified"
      ],
      "filterBy": {
        "$taskStatus": ["Completed"]
      },
      "sortOrder": "desc",
      "sortBy": "$appAge"
    }
  ],
  "keyInfo": [
    "$primaryName",
    "$appId",
    "$product",
    "$currentQueue",
    "$appAge",
    "$assigned"
  ],
  "customCards": [
    "$applicants",
    "$guarantorApplicant",
    "$primaryApplicant",
    "$backgroundChecks",
    "$beneficiary",
    "$sentEmails",
    "$applicantValidations"
  ]
}