Introduction to Journey Workspaces
Overview
Workspaces is a Journey Manager (JM) module providing web portal functionality for application management. Workspaces has been completely redesigned, adding powerful filtering capabilities (based on new JM REST APIs) that will enable users to find and manipulate applications quickly.
Currently, Workspaces supports back-office business process functionality including:
- Application processing: Review pending applications that require manual intervention as part of the application workflow
- Helpdesk: Assist customers with their enquiries on application preparation and progress
- Assisted channel: Relationship managers can initiate and manage customer applications throughout the application lifecycle
- Task management: Features that allow task group managers to manage applications in their group.
This guide explains how to set up the Workspaces module in Journey Manager, and the steps required to configure collaboration jobs to work with Workspaces.
Prerequisites
To deploy and configure Workspaces in your JM environment, you need access to the following resources.
- Journey Manager 19.05 or later.
- A JM user account with privileges for deploying and configuring WAR files.
- A Workspaces installation (WAR) file.
Starting with this release, the Workspaces installation file is included in the Journey Manager installer as an optional package, and this is the recommended deployment method. However, the Workspaces installation file is also available to download from the Journey Manager resources website (login required).
note
If you are deploying Workspaces in a Temenos cloud hosting environment, contact the Temenos cloud hosting team for assistance in configuring the Apache proxy settings to access the Workspaces portal after deployment.
info
Starting from Journey Manager 20.05, the Workspaces WAR file is bundled with the Journey Manager installation file as an optional package.
It is assumed you are proficient with the Journey Platform, collaboration jobs, scripting with Groovy and Fluent functions, and setting up forms in Journey Manager. If you're unfamiliar with any of these topics, use the links above to learn about them or contact us to discuss e-Learning and instructor-led training options.
Supported web browsers
Workspaces has been designed for and tested against the following web browsers.
- Chrome
- Firefox
- Microsoft Edge
- Internet Explorer 11
For the best Workspaces experience, we recommend that you use the latest version of Chrome, Firefox or Edge, and that you keep your browser updated, especially through the application of security patches.
While you may be able to access Workspaces using other browsers, there's no guarantee that everything will work, and you may not enjoy the same great user experience that is available when using a supported browser. We strongly recommend that you use a supported browser for the best Workspaces experience.
Known Limitations
Journey Manager allows only one active Workspaces session. While you can login to Workspaces on multiple browsers, only the first browser in which you perform an action will be successful. The second and subsequent browsers in which you attempt an action will report an HTTP 403 Forbidden status code.
IE11 Support
Workspaces is supported on Internet Explorer 11 (IE11), commencing from Workspaces 18.11.4. While Workspaces is feature-compatible with IE11, the Workspaces user experience on IE11 may not be as great as when using a modern browser due to limitations imposed by IE11.
FAQ
Workspaces is highly configurable, so you may have questions about deploying, configuring, or using Workspaces. We've captured some commonly asked questions in the Workspaces FAQ, and you might find answers to your questions there.
About this documentation
Conventions
The following conventions are used in this documentation.
| Convention | Example |
|---|---|
| Defined terms are displayed exactly as shown in Terminology below. | To display the Details screen, click a Txn. |
| Named user interface elements are displayed in bold font. | Click Import to complete the WAR file deployment. |
Terminology
The following defined terms are used in this documentation.
| Term | Meaning |
|---|---|
| Configure | Determine how a Workspaces instance behaves by defining application-level parameters, attributes or properties. Examples of configuration include defining Workspaces Global Txn property in JM. Note that only users with appropriate permissions can access and make changes to configuration options. |
| Custom cards | A Details screen section that presents different kinds of information such as applicant details, background check details or any other custom information about the application. |
| Details screen | A Workspaces screen showing comprehensive information for a selected Txn. To display the Details screen, click a Txn on the List screen. |
| FAQ | Frequently Asked Questions |
| JM | Journey Manager |
| Key Info card | A section at the top of the Details screen that shows key information about the Txn. |
| List screen | A Workspaces screen showing a configurable list of Txns available to the logged-in user. |
| SLA | Service Level Agreement |
| Txn | A single item in a List screen table. The Details screen shows comprehensive information for a single Txn. Also referred to as a Task. |
| Workspaces | Journey Workspaces |