Traversing JSON properties

Instead of storing values in multiple Journey Manager Txn properties, you can store values on a single property in a JSON object and use them in Workspaces.

Let's see how this works using the following example:

Example - Txn properties

{
  "Applicants.PrimaryType": "Primary",
  "Applicants.PrimaryEmail": "[email protected]",
  "Applicants.PrimaryName": "David Gilmore",
  "Applicants.PrimarySSN": "122-313-3443",
  "Applicants.SecondaryType": "Secondary",
  "Applicants.SecondaryEmail": "[email protected]",
  "Applicants.SecondaryName": "Matt Green",
  "Applicants.SecondarySSN": "111-233-1234"
}

Example - Global Mappings config

{
  ...
  mappings: {
    ...
    $primaryType: {
      label: 'Type',
      dataIndex: 'properties["Applicants.PrimaryType"]',
      type: 'text',
    },
    $primaryName: {
      label: 'Name',
      dataIndex: 'properties["Applicants.PrimaryName"]',
      type: 'text',
    },
    $primaryEmail: {
      label: 'Email',
      dataIndex: 'properties["Applicants.PrimaryEmail"]',
      type: 'text',
    },
    $primarySSN: {
      label: 'SSN',
      dataIndex: 'properties["Applicants.PrimarySSN"]',
      type: 'text',
    },
    $secondaryType: {
      label: 'Type',
      dataIndex: 'properties["Applicants.SecondaryType"]',
      type: 'text',
    },
    $secondaryName: {
      label: 'Name',
      dataIndex: 'properties["Applicants.SecondaryName"]',
      type: 'text',
    },
    $secondaryEmail: {
      label: 'Email',
      dataIndex: 'properties["Applicants.SecondaryEmail"]',
      type: 'text',
    },
    $secondarySSN: {
      label: 'SSN',
      dataIndex: 'properties["Applicants.SecondarySSN"]',
      type: 'text',
    },
    ...
  },
  ...
}

Example - Custom Cards config

{
  ...
  customCards: [
    {
      label: 'Primary',
      icon: 'PermIdentityTwoTone',
      type: 'list',
      properties: [
        '$primaryType',
        '$primaryEmail',
        '$primaryEmail',
        '$primarySSN',
      ],
    },
    {
      label: 'Secondary',
      icon: 'PermIdentityTwoTone',
      type: 'list',
      properties: [
        '$secondaryType',
        '$secondaryName',
        '$secondaryEmail',
        '$secondarySSN',
      ],
    },
  ],
  ...
}

This example can become complex when adding more applicant properties on the Txn properties, but this can be improved by changing the way we store the Applicants information into a single JSON property.

Refactored Txn properties

{
  "Applicants": "[{\"type\":\"Primary\",\"email\":\"[email protected]\",\"name\":\"David Gilmore\",\"ssn\":\"122-313-3443\"},{\"type\":\"Secondary\",\"email\":\"[email protected]\",\"name\":\"Matt Green\",\"ssn\":\"111-233-1234\"}]"
}

Using the dataSource attribute, we can tell Workspaces to look for child attributes inside a JSON property in the Txn.

Refactored Global Mappings config

{
  ...
  mappings: {
    ...
    $applicants: {
      label: 'Applicants',
      icon: 'PermIdentityTwoTone',
      type: 'tableExtended',
      dataSource: 'properties["Applicants"]',
      properties: [
        {
          label: 'Role',
          dataIndex: 'type',
          type: 'text',
        },
        {
          label: 'Name',
          dataIndex: 'name',
          type: 'text',
        },
        {
          label: 'Email',
          dataIndex: 'email',
          type: 'text',
        }
      ],
      sections: [
        {
          label: 'Personal Info',
          type: 'list',
          properties: [
            {
              label: 'Name',
              dataIndex: 'name',
              type: 'text',
              fullWidth: true,
            },
            {
              label: 'SSN',
              dataIndex: 'ssn',
              type: 'text',
            },
            {
              label: 'Email',
              dataIndex: 'email',
              type: 'text',
            },
          ],
        },
      ],
    },
    ...
  },
  ...

Refactored Applicants config

{
  ...
  customCards: ['$applicants'],
  ...
}

This example demonstrates how the tableExtended custom card (introduced in Workspaces 19.11) can be used to simplify mappings configuration and group values in a single Txn property.