Skip to main content

Version: 24.04

Global

The global configuration is where we store global definitions for the Workspaces form. Once deployed it will become the default state in the client, used across the current and subsequent Workspaces sessions.

tip

Some text editors, such as VS Code (which has excellent TypeScript support), can show hints in the editor indicating the available attributes. For example, in VS Code, Ctrl + Space brings up contextual hints about the attributes available, and whether they are for CurrentSpace config or Global config.

Properties​

All properties are optional unless otherwise specified.

PropertyDescription
modalPopoutDisabledboolean
Controls whether the open_in_new Pop Out button on modal windows is available. To learn more, see modalPopoutDisabled.

To review the full list of supported properties, see API Reference.

tip

Some properties define an icon to display. For a list of supported icon names, see Icons.

modalPopoutDisabled​

The modalPopoutDisabled property controls whether the open_in_new Pop Out button that allows a form to be opened in a new browser tab appears on modal windows. When set to true, the open_in_new Pop Out button is not available on modal windows.

Example​

The following example demonstrates all of the configuration options available in the default Journey Workspaces global config.

src/configs/default/workspaces-global.ts
import { Config } from '@journey-ui/workspaces/build/ws/types';

export const globalConfig = ({ date, currentUser }: any): Config => ({
  // @ts-ignore
  hideSteps: ['Helpdesk View'],
  modalPopoutDisabled: false,
  mappings: {
    $primaryName: {
      label: 'Primary applicant',
      icon: 'PersonOutlineOutlined',
      dataIndex: ["properties['PrimaryName']", "formDataMap['PrimaryName']"],
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $jobPrimaryName: {
      label: 'Primary applicant',
      icon: 'PersonOutlineOutlined',
      dataIndex: ["job.properties['PrimaryName']"],
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $iframeData: {
      label: 'Receipt',
      type: 'iframe',
      properties: [
        {
          dataIndex: 'iframeUrl',
          type: 'pdf',
          // encoding: 'base64',
        },
      ],
    },
    $appId: {
      label: 'App ID',
      icon: 'FontDownloadOutlined',
      dataIndex: ['job.jobRefNumber', 'trackingCode'],
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $taskId: {
      label: 'Task ID',
      icon: 'FontDownloadOutlined',
      dataIndex: 'trackingCode',
      type: 'text',
      sorter: false,
    },
    $product: {
      label: 'Product',
      icon: 'WorkOutlineOutlined',
      dataIndex: ['job.name', 'formName'],
      type: 'text',
      tooltip: {
        dataIndex: "properties['AllProducts']",
      },
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $jobName: {
      label: 'Product',
      icon: 'WorkOutlineOutlined',
      dataIndex: 'job.name',
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $backgroundCheckStatus: {
      label: 'Background Checks Status',
      icon: 'CheckRounded',
      dataIndex: ["properties['IntegrationsReview']"],
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $taskSla: {
      label: 'SLA',
      dataIndex: "properties['taskSla']",
      type: 'alert',
      sla: {
        '-3 days': 'black',
        '0 day': 'red',
        '5 days': 'orange',
        '15 days': 'green',
        '36 days': 'transparent',
      },
    },
    $adHoctaskSla: {
      label: 'SLA',
      dataIndex: "job.properties['DueDate']",
      type: 'alert',
      sla: {
        '-3 days': 'black',
        '0 day': 'red',
        '5 days': 'orange',
        '15 days': 'green',
        '36 days': 'transparent',
      },
    },
    $slaDate: {
      label: 'SLA Expiry',
      icon: 'EventOutlined',
      dataIndex: "properties['taskSla']",
      type: 'date',
      format: 'relative',
      sorter: false,
    },
    $currentQueue: {
      label: 'Queue',
      icon: 'FlagOutlined',
      dataIndex: 'groupName',
      type: 'text',
      sorter: true,
      filter: {
        type: 'multiselect',
        options: ['Error Review', 'Fraud Review', 'Manual Review'],
      },
    },

    $assistedQueue: {
      label: 'Queue',
      icon: 'FlagOutlined',
      dataIndex: 'groupName',
      hideFromTable: true,
      type: 'text',
      sorter: true,
      filter: {
        type: 'input',
      },
    },

    $appAge: {
      label: 'App age',
      icon: 'EventOutlined',
      dataIndex: 'job.timeCreated',
      type: 'date',
      format: 'relative',
      sorter: true,
      filter: {
        type: 'daterangepicker',
        options: {
          minDate: date('1 month ago'),
          maxDate: date('now'),
        },
      },
    },
    $assigned: {
      label: 'Assigned to',
      icon: 'AccountCircleOutlined',
      dataIndex: 'userLoginName',
      type: 'text',
      sorter: true,
      filter: {
        type: 'input',
      },
    },
    $currentStep: {
      label: 'Current Step',
      icon: 'TaskID',
      dataIndex: 'job.currentStep',
      type: 'text',
      sorter: false,
    },
    $currentTask: {
      label: 'Current task',
      icon: 'TaskID',
      dataIndex: 'formName',
      type: 'text',
      sorter: false,
    },
    $formCode: {
      label: 'Form Code',
      dataIndex: 'formCode',
      type: 'text',
      filter: {
        type: 'input',
      },
      sorter: false,
    },
    $taskCreated: {
      label: 'Task Created',
      icon: 'TaskCreated',
      dataIndex: 'timeCreated',
      type: 'date',
      format: 'relative',
      sorter: true,
      filter: {
        type: 'daterangepicker',
        options: {
          minDate: date('1 month ago'),
          maxDate: date('now'),
        },
      },
    },
    $appLastModified: {
      label: 'Last modified',
      icon: 'LastModified',
      dataIndex: 'job.timeLastModified',
      type: 'date',
      sorter: false,
      filter: {
        type: 'daterangepicker',
        options: {
          minDate: date('1 month ago'),
          maxDate: date('now'),
        },
      },
    },
    $formLastModified: {
      label: 'Last modified',
      icon: 'schedule',
      dataIndex: ['timeUserLastModified'],
      type: 'date',
      sorter: true,
      filter: {
        type: 'daterangepicker',
        options: {
          minDate: date('1 month ago'),
          maxDate: date('now'),
        },
      },
    },
    $jobLastModified: {
      label: 'Last modified',
      icon: 'schedule',
      dataIndex: 'job.timeLastModified',
      type: 'date',
      sorter: true,
      filter: {
        type: 'daterangepicker',
        options: {
          minDate: date('1 month ago'),
          maxDate: date('now'),
        },
      },
    },
    $appStatus: {
      label: 'App status',
      icon: 'AppStatus',
      dataIndex: ['job.status', 'formStatus'],
      type: 'text',
      sorter: false,
    },
    $taskStatus: {
      label: 'Task Status',
      icon: 'TaskStatus',
      dataIndex: 'formStatus',
      type: 'text',
      sorter: true,
      filter: {
        type: 'multiselect',
        options: ['Assigned', 'Opened', 'Saved', 'Completed', 'Abandoned'],
      },
    },
    $dateOfBirth: {
      label: 'Date of birth',
      dataIndex: ["properties['PrimaryDOB']", "formDataMap['PrimaryDOB']"],
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $SSN: {
      label: 'SSN',
      dataIndex: ["properties['Primary SSN']", "formDataMap['Primary SSN']"],
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $email: {
      label: 'Email',
      dataIndex: ["properties['PrimaryEmail']", "formDataMap['PrimaryEmail']"],
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $phone: {
      label: 'Phone #',
      dataIndex: ["properties['PrimaryPhone']", "formDataMap['PrimaryPhone']"],
      type: 'text',
      sorter: false,
      filter: {
        type: 'input',
      },
    },
    $appSubmitted: {
      label: 'App submitted',
      dataIndex: 'job.timeCreated',
      type: 'date',
      sorter: true,
      filter: {
        type: 'daterangepicker',
        options: {
          minDate: date('1 month ago'),
          maxDate: date('now'),
        },
      },
    },
    $appCreated: {
      label: 'App created',
      dataIndex: 'timeCreated',
      type: 'date',
      sorter: true,
      filter: {
        type: 'daterangepicker',
        options: {
          minDate: date('1 month ago'),
          maxDate: date('now'),
        },
      },
    },
    $adhocTaskType: {
      label: 'Task Type',
      icon: 'task_alt',
      dataIndex: "job.properties['AdhocTaskType']",
      type: 'text',
      sorter: false,
      filter: {
        type: 'select',
        options: ['Generic Task', 'Document Verification'],
      },
    },

    $formStatus: {
      label: 'Form status',
      icon: 'TaskStatus',
      dataIndex: 'formStatus',
      type: 'text',
      sorter: true,
      filter: {
        type: 'multiselect',
        options: ['Assigned', 'Opened', 'Saved', 'Completed', 'Abandoned'],
      },
    },

    $withCustomer: {
      label: 'Communication',
      dataIndex: ["properties['CommunicationMode']"],
      type: 'text',
      sorter: false,
      filter: {
        type: 'select',
        options: ['With Customer', 'Not with Customer'],
      },
    },

    $applicantsCard: {
      label: 'Applicants',
      icon: 'PermIdentityTwoTone',
      type: 'table',
      hideEmpty: true,
      dataSource: ["job.properties['ApplicationDetails']", "properties['ApplicationDetails']"],
      properties: [
        {
          label: 'Status',
          dataIndex: 'checkStatus',
          type: 'alert',
        },
        {
          label: 'Name',
          dataIndex: 'profile.name',
          type: 'text',
        },
        {
          label: 'Email',
          dataIndex: 'profile.email',
          type: 'text',
        },
        {
          label: 'Trust',
          dataIndex: "products['Trust']",
          type: 'text',
        },
        {
          label: 'Super Saver',
          dataIndex: "products['Super Saver']",
          type: 'text',
        },
        {
          label: 'Standard Checking',
          dataIndex: "products['Standard Checking']",
          type: 'text',
        },
      ],
    },

    $applicants: {
      label: 'Applicants',
      icon: 'PermIdentityTwoTone',
      type: 'tableExtended',
      hideEmpty: true,
      dataSource: ["job.properties['ApplicationDetails']", "properties['ApplicationDetails']"],
      actions: {
        label: 'More',
        properties: [
          {
            label: 'Re-run Background Checks',
            type: 'invoke',
            serviceName: 'DAO - Rerun Integrations',
            versionNumber: '0.1.0',
            rules: [
              {
                dataIndex: 'userLoginName',
                value: currentUser,
              },
            ],            
          },         
        ],
      },       
      properties: [
        {
          label: 'Status',
          dataIndex: 'checkStatus',
          type: 'alert',
        },
        {
          label: 'Name',
          dataIndex: 'profile.name',
          type: 'text',
        },
        {
          label: 'Email',
          dataIndex: 'profile.email',
          type: 'text',
        },
        {
          label: 'Trust',
          dataIndex: "products['Trust']",
          type: 'text',
        },
        {
          label: 'Super Saver',
          dataIndex: "products['Super Saver']",
          type: 'text',
        },
        {
          label: 'Standard Checking',
          dataIndex: "products['Standard Checking']",
          type: 'text',
        },
      ],
      sections: [
        {
          label: 'Personal Info',
          type: 'list',
          properties: [
            {
              label: 'Full Name',
              dataIndex: 'profile.name',
              type: 'text',
              fullWidth: true,
            },
            {
              label: 'Address',
              dataIndex: 'profile.address',
              type: 'text',
              fullWidth: true,
            },
            {
              label: 'SSN',
              dataIndex: 'profile.ssn',
              type: 'text',
            },
            {
              label: 'Email',
              dataIndex: 'profile.email',
              type: 'text',
            },

            {
              label: 'Phone #',
              dataIndex: 'profile.phone',
              type: 'text',
            },
            {
              label: 'Date of Birth',
              dataIndex: 'profile.dob',
              type: 'text',
            },
          ],
        },
        {
          label: 'iFrame',
          type: 'iframe',
          hideEmpty: true,
          properties: [
            {
              label: 'iframe',
              dataIndex: 'receiptUrl',
              type: 'pdf',
              // encoding: 'base64',
            },
          ],
        },

        {
          label: 'Background Checks',
          type: 'listExtended',
          statusColors: {
            Black: ['HARDFAIL'],
            LightGreen: ['LOW'],
            Green: ['VERIFIED', 'PASSED', 'ACCEPT', 'APPROVE', 'TRUSTED', 'PASS'],
            Red: ['FAILED', 'DECLINE', 'HIGH', 'FAIL'],
            Blue: ['REVIEW', 'NEUTRAL', 'UNVERIFIED'],
            Orange: ['INSUFFICIENT', 'MEDIUM'],
          },
         
          properties: [
            {
              label: 'FIS Chexsystems',
              properties: [
                {
                  label: 'IDA',
                  dataIndex: 'integrations.[0].items[0].value',
                  type: 'text',
                },
                {
                  label: 'IDV',
                  dataIndex: 'integrations.[0].items[1].value',
                  type: 'text',
                  link: {
                    dataIndex: 'integrations.[0].items[1].link',
                    type: 'html',
                  },
                },
                {
                  label: 'OFAC',
                  dataIndex: 'integrations.[0].items[2].value',
                  type: 'text',
                },
                {
                  label: 'Qualfile',
                  dataIndex: 'integrations.[0].items[3].value',
                  type: 'text',
                  link: {
                    dataIndex: 'integrations.[0].items[3].link',
                    type: 'html',
                  },
                },
              ],
            },
            {
              label: 'Threat Metrix',
              properties: [
                {
                  label: 'Decision',
                  dataIndex: 'integrations.[1].items[0].value',
                  type: 'text',
                  link: {
                    dataIndex: 'integrations.[1].items[0].link',
                    type: 'json',
                  },
                },
                {
                  label: 'Risk Rating',
                  dataIndex: 'integrations.[1].items[1].value',
                  type: 'text',
                },
                {
                  label: 'Score',
                  dataIndex: 'integrations.[1].items[2].value',
                  type: 'number',
                },
              ],
            },
            {
              label: 'TIN Check',
              properties: [
                {
                  label: 'TIN Verification',
                  dataIndex: 'integrations.[2].items[0].value',
                  type: 'text',
                  link: {
                    dataIndex: 'integrations.[2].items[0].link',
                    type: 'xml',
                  },
                },
              ],
            },
          ],
        },
      ],
    },

    $products: {
      label: 'Products',
      icon: 'PermIdentityTwoTone',
      type: 'table',
      hideEmpty: true,
      dataSource: ["job.properties['ApplicationDetails']", "properties['ApplicationDetails']"],
      properties: [
        {
          label: 'Name',
          dataIndex: 'profile.name',
          type: 'text',
        },
        {
          label: 'Email',
          dataIndex: 'profile.email',
          type: 'text',
        },
        {
          label: 'Trust',
          dataIndex: "products['Trust']",
          type: 'text',
        },
        {
          label: 'Super Saver',
          dataIndex: "products['Super Saver']",
          type: 'text',
        },
        {
          label: 'Standard Checking',
          dataIndex: "products['Standard Checking']",
          type: 'text',
        },
      ],
    },
    $sentEmails: {
      label: 'Sent emails',
      icon: 'InfoTwoTone',
      type: 'table',
      dataSource: ["job.properties['EmailList']", "properties['EmailList']"],
      properties: [
        {
          label: 'Date sent',
          dataIndex: 'dateAttempted',
          type: 'date',
        },
        {
          label: 'Info',
          dataIndex: 'name',
          type: 'text',
        },
        {
          label: 'Delivery status',
          dataIndex: 'emailSent',
          type: 'text',
        },
        {
          label: 'Follow up',
          dataIndex: 'followUp',
          type: 'text',
        },
        {
          label: 'Sent mail',
          type: 'text',
          link: {
            dataIndex: 'emailContent',
            type: 'html',
            encoding: 'base64',
          },
        },
        {
          label: 'Resend',
          link: {
            dataIndex: 'name',
            type: 'invoke',
            icon: 'forward_to_inbox',
            serviceName: 'DAO - Resend Email',
            versionNumber: '0.1.0',
          },
        },
      ],
    },
    $applicantValidations: {
      label: 'Applicant validations',
      icon: 'InfoTwoTone',
      type: 'table',
      hideEmpty: true,
      dataSource: "properties['GenericContent']",
      properties: [
        {
          label: 'Type',
          dataIndex: 'type',
          type: 'text',
        },
        {
          label: 'View JSON',
          type: 'text',
          link: {
            dataIndex: 'jsonContent',
            type: 'json',
            encoding: 'base64',
          },
        },
        {
          label: 'View XML',
          type: 'text',
          link: {
            dataIndex: 'xmlContent',
            type: 'xml',
            encoding: 'base64',
          },
        },
        {
          label: 'View HTML',
          type: 'text',
          link: {
            dataIndex: 'htmlContent',
            type: 'html',
            encoding: 'base64',
          },
        },
        {
          label: 'View PDF',
          link: {
            dataIndex: 'pdfContent',
            type: 'pdf',
          },
        },
      ],
    },
    $reviewChecklist: {
      label: 'Review Checklist',
      type: 'listExtended',
      icon: 'BallotOutlined',
      statusColors: {
        Green: ['Reviewed'],
        Blue: ['Pending'],
        Red: ['To do'],
      },
      properties: [
        {
          label: 'Personal Details',
          dataIndex: ["properties['PersonalDetails']"],
          type: 'text',
        },
        {
          label: 'Background Checks',
          dataIndex: ["properties['BackgroundChecks']"],
          type: 'text',
          filter: {
            type: 'input',
          },
        },
        {
          label: 'Attachments',
          dataIndex: ["properties['Attachments']"],
          type: 'text',
        },
        {
          label: 'Remarks',
          dataIndex: ["properties['Remarks']"],
          type: 'text',
          fullWidth: true,
        },
      ],
    },
    $additionalInformation: {
      label: 'Requested Information',
      type: 'list',
      icon: 'BallotOutlined',
      hideEmpty: true,
      properties: [
        {
          label: 'How long have you been living at your current residence?',
          dataIndex: ["job.properties['TimeAtResidence']"],
          type: 'text',
          fullWidth: true,
        },
        {
          label: 'How long have you been working with your current employer?',
          dataIndex: ["job.properties['TimeAtWork']"],
          type: 'text',
          fullWidth: true,
        },
        {
          label: "Have you been previously employed? If so, provide your employer's name",
          dataIndex: ["job.properties['PreviousEmployer']"],
          type: 'text',
          fullWidth: true,
        },
        {
          label: 'Provide your marital status',
          dataIndex: ["job.properties['MaritalStatus']"],
          type: 'text',
          fullWidth: true,
        },
        {
          label: 'Do you have any dependants? If so, how many dependents do you have?',
          dataIndex: ["job.properties['Dependants']"],
          type: 'text',
          fullWidth: true,
        },
      ],
    },
    $docsList: {
      label: 'Selected Products',
      icon: 'InfoTwoTone',
      type: 'tableExtended',
      dataSource: 'invoke.products',
      hideEmpty: true,
      properties: [
        {
          label: 'Application Type',
          dataIndex: 'applicationType',
          type: 'text',
        },
        {
          label: 'Status',
          dataIndex: 'status',
          type: 'alert',
        },
        {
          label: 'Trust',
          dataIndex: 'turst',
          type: 'text',
        },
        {
          label: 'Super Saver',
          dataIndex: 'superSaver',
          type: 'text',
        },
        {
          label: 'Standard Checking',
          dataIndex: 'standardChecking',
          type: 'text',
        },
      ],
      sections: [
        {
          label: 'Required Documents',
          // To do.  This should work, but doesn't.  So use 'list' for now.
          type: 'table',
          dataSource: 'documents',
          properties: [
            {
              label: 'Name',
              dataIndex: 'name',
              type: 'text',
            },
            {
              label: 'Required',
              dataIndex: 'required',
              type: 'text',
            },
            {
              label: 'Available',
              dataIndex: 'available',
              type: 'text',
            },
            {
              label: 'Verification',
              dataIndex: 'verification',
              type: 'text',
            },
          ],
        },
      ],
    },
    $customerMessage: {
      label: 'Information Requested',
      icon: 'priority',
      type: 'table',
      hideEmpty: true,
      dataSource: ["initial.properties['CustomerMessage']"],
      properties: [
        {
          label: 'New',
          dataIndex: 'status',
          type: 'alert',
        },

        {
          label: 'Date',
          dataIndex: 'date',
          type: 'date',
        },
        {
          label: 'Message',
          dataIndex: 'message',
          type: 'text',
        },

        {
          label: 'Complete',
          type: 'text',
          link: {
            dataIndex: 'id',
            type: 'invoke',
            icon: 'mark_chat_read',
            serviceName: 'DAO - Mark as Read',
            versionNumber: '0.1.0',
          },
        },
      ],
    },
    $completedMessages: {
      label: 'Completed Actions',
      icon: 'priority',
      type: 'table',
      hideEmpty: true,
      dataSource: ["initial.properties['CompletedMessages']"],
      properties: [
        {
          label: 'Date',
          dataIndex: 'date',
          type: 'date',
        },
        {
          label: 'Message',
          dataIndex: 'message',
          type: 'text',
        },
      ],
    },
    $relatedTasksSubTable: {
      label: 'Tasks',
      type: 'table',
      readOnly: false,
      hideEmpty: true,
      dataSource: 'job.txns',
      properties: [
        { label: 'Task ID', dataIndex: 'trackingCode', type: 'text' },
        { label: 'Task Name', dataIndex: 'formName', type: 'text' },
        { label: 'Created', dataIndex: 'timeCreated', type: 'date', format: 'relative' },
        { label: 'Queue', dataIndex: 'groupName', type: 'text' },
        { label: 'Form Status', dataIndex: 'formStatus', type: 'text' },
        { label: 'Assigned To', dataIndex: 'userLoginName', type: 'text' },
        { label: 'Last Modified', dataIndex: 'timeUserLastModified', type: 'date' },
      ],
    },

    $processCustomerMessage: {
      label: 'Information Requested',
      icon: 'priority',
      type: 'table',
      hideEmpty: true,
      dataSource: ["initial.properties['CustomerMessage']"],
      properties: [
        {
          label: 'New',
          dataIndex: 'status',
          type: 'alert',
        },

        {
          label: 'Date',
          dataIndex: 'date',
          type: 'date',
        },
        {
          label: 'Message',
          dataIndex: 'message',
          type: 'text',
        },
      ],
    },
    $applicantInfo: {
      label: 'Primary Applicant',
      type: 'list',
      hideEmpty: true,

      properties: [
        {
          label: 'Full Name',
          dataIndex: ["properties['PrimaryName']", "formDataMap['PrimaryName']"],
          type: 'text',
          fullWidth: true,
        },
        {
          label: 'Address',
          dataIndex: ["properties['PrimaryAddress']", "formDataMap['PrimaryAddress']"],
          type: 'text',
          fullWidth: true,
        },
        {
          label: 'SSN',
          dataIndex: ["properties['Primary SSN']", "formDataMap['Primary SSN']"],
          type: 'text',
        },
        {
          label: 'Email',
          dataIndex: ["properties['PrimaryEmail']", "formDataMap['PrimaryEmail']"],
          type: 'text',
        },

        {
          label: 'Phone #',
          dataIndex: ["properties['PrimaryPhone']", "formDataMap['PrimaryPhone']"],
          type: 'text',
        },
        {
          label: 'Date of Birth',
          dataIndex: ["properties['PrimaryDOB']", "formDataMap['PrimaryDOB']"],
          type: 'text',
        },
      ],
    },
    $risk: {
      label: 'Risk',
      icon: 'InfoTwoTone',
      type: 'list',
      hideEmpty: false,
      properties: [
        {
          label: 'Risk Rating',
          dataIndex: [
            "job.properties['ThreatMetrixRiskRating.PrimaryApplicant']",
            "properties['ThreatMetrixRiskRating.PrimaryApplicant']",
          ],
          type: 'text',
          link: {
            dataIndex: [
              "job.properties['TINCheckSOAPReponse.Primary.result']",
              "properties['TINCheckSOAPReponse.Primary.result']",
            ],
            type: 'xml',
          },
        },
      ],
    },
  },
});

export default globalConfig;