Current Space

Current Space configuration is mapped in the global configuration as spaces within Workspaces. Different spaces can be created to support different personas or workflows. For instance, Workspaces provides four default spaces that can be mapped to user roles on the global configuration.

Spaces

• Process: This template supports Processing Staff on their daily duties. It provides review capabilities for pending applications that need manual action.
• Helpdesk: This template supports Helpdesk Staff on their daily duties. Staff can quickly and easily find any application to provide assistance.
• Assisted Channel: This template supports Assisted Channel Staff on their daily duties. Staff can kick start the application process and monitor progress.
• Manage: This template supports Managers on their daily duties. It provides task management capabilities for managers and supervisors.

Example

The following example shows the default configuration for Processing Staff.

src/configs/custom/index.ts

import global from './global';
import manage from './manage';
import process from './process';
import helpdesk from './helpdesk';
import assistedChannel from './assistedChannel';

const spaces = [process, helpdesk, assistedChannel, manage];

export default {
  global,
  spaces,
};

src/configs/custom/process.ts

import { ConfigCurrentSpace } from '@transact-open-ux/workspaces/dist/types';

export const processConfig = ({ date, currentUser }: any): ConfigCurrentSpace => ({
  label: 'Process',
  icon: 'BallotOutlined',
  permissions: {
    type: 'role',
    value: ['Processing Staff', 'Work Spaces Staff'],
  },
  hideTasks: {
    'Funding Form': ['Funding', 'reviewtemplateform'],
    'Origination Form': ['OriginationForm'],
  },
  pageSize: 10,
  loadQuery: true,
  attachments: {
    filter: {
      action: 'exclude',
      regex: '\\.exe$',
    },
    uploadWithoutClaim: false,
  },
  search: ['$primaryName', '$appId', '$currentQueue', '$appAge', '$assigned'],
  emptyMessage: 'No results found, try widening your search',
  actions: {
    Claim: {
      label: 'Claim',
    },
    Release: {
      label: 'Release',
    },
    Decision: {
      label: 'Decision',
    },
    Custom: {
      label: 'More',
      properties: [
        {
          label: 'Review Checklist',
          dataIndex: "properties['ReviewChecklistUrl']",
          type: 'url',
        },
      ],
    },
    Receipt: {
      label: 'Receipt',
    },
    ViewNotes: {
      label: 'View Notes',
    },
  },
  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: '$appAge',
    },
    {
      label: 'Unassigned',
      properties: [
        '$taskSla',
        '$appId',
        '$primaryName',
        '$product',
        '$appAge',
        '$currentQueue',
        '$currentTask',
        '$taskCreated',
        '$assigned',
        '$formLastModified',
      ],
      filterBy: {
        $assigned: 'None',
      },
      sortOrder: 'desc',
      sortBy: '$appAge',
    },
    {
      label: 'Assigned to me',
      properties: [
        '$taskSla',
        '$appId',
        '$primaryName',
        '$product',
        '$appAge',
        '$currentQueue',
        '$currentTask',
        '$taskCreated',
        '$assigned',
        '$formLastModified',
      ],
      filterBy: {
        $assigned: currentUser,
      },
      sortOrder: 'desc',
      sortBy: '$appAge',
    },
    {
      label: 'Completed tasks',
      properties: [
        '$taskSla',
        '$appId',
        '$primaryName',
        '$product',
        '$appAge',
        '$currentQueue',
        '$currentTask',
        '$appStatus',
        '$taskStatus',
        '$taskCreated',
        '$assigned',
        '$formLastModified',
      ],
      filterBy: {
        $taskStatus: ['Completed'],
      },
      sortOrder: 'desc',
      sortBy: '$appAge',
    },
    {
      label: 'URGENT',
      properties: [
        '$taskSla',
        '$slaDate',
        '$appId',
        '$primaryName',
        '$product',
        '$appAge',
        '$currentQueue',
        '$currentTask',
        '$taskCreated',
        '$assigned',
        '$formLastModified',
      ],
      filterBy: {
        $taskCreated: [date('1 year ago'), date('1 week ago')],
      },
      sortOrder: 'desc',
      sortBy: '$appAge',
    },
  ],
  keyInfo: ['$primaryName', '$appId', '$slaDate', '$assigned', '$currentQueue', '$product'],
  customCards: ['$applicants', '$reviewChecklist', '$sentEmails', '$applicantValidations'],
});

export default processConfig;

Attributes

To review the list of supported attributes, see API Reference.