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Version: 24.10

Timeline

The timeline is a visual representation of the job steps in the context of the current transaction with completed and future steps being visually differentiated from the current step.

A step is marked as 'Completed' and appears in the timeline only if the mapped step value is completed in the collaboration job flow. If the mapped step value is not part of the completed collaboration job steps and if it is one of the preceeding steps to the current step in the timeline configuration, then it will not appear in the timeline.

While there is no limit to the number of steps that can be displayed in the timeline, the display may be overly compressed in some cases due to the responsive design which supports various screen widths. The number of steps to display is left to the discretion of the solution builder.

note

Misconfiguration of timeline steps may result in steps appearing in the timeline unintentionally. If the current application step is mapped to a timeline step with a rule that excludes that step from appearing in the timeline, it will still appear in the timeline.

Example​

The following image illustrates how the timeline might appear at a certain stage in the application life cycle based on the example config below.

Timeline

In the example:

  • label appears as the step name.
  • value is a single value or an array of values matched against the job.currentStep property in the data.
  • rules is defined for the 'Decision' step. To learn more about rules, see Visibility Rules.
Timeline config
steps: [
  {
    label: 'Submitted',
    value: 'Applicant Submitted',
  },
  {
    label: 'Decision',
    value: 'Decision Engine',
    rules: [
      {
        dataIndex: 'job.currentStep',
        value: 'Decision Engine',
      },
    ],
  },
  {
    label: 'Review',
    value: ['Fraud Review', 'Manual Review', 'Background Review', 'Complete Verification'],
  },
  {
    label: 'Information Requested',
    value: ['Manual Review'],
  },
  {
    label: 'Funding / Rejection',
    value: ['Application funding', 'Applicant Update'],
  },

  {
    label: 'Completed',
    value: [
      'Application Delivery',
      'Approved Complete',
      'Terminated Initial',
      'Terminated Additional',
      'Terminated Applicant',
    ],
  },
];

Attributes​

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

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