One Step Anonymous Review Collaboration Jobs

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  All versions This feature is related to all versions.

A one step anonymous review collaboration job is similar to a one step review collaboration job but with anonymous tasks.

The application form is shown below.

The form has the extra field, Managers Email, which is who the Job Step Application Review is assigned to. The first inform attachment field drivers license is read only at the review step. The other two inform attachment fields have no rules applied.

The job definition of the 1 Step Review - Anonymous is shown below.

{
  "jobDetails": {
    "name": "Anonymous 1 Step", 
    "processSubmitImmediate": "false", 
    "version": "SNAPSHOT"
  },
  "steps": [
    {
      "name": "Application Start",
      "type": "start",
      "actions": [
        {
          "name": "Accept Quote",
          "type": "Job Form Start",
          "properties": [
            { "name": "Process Message Send Email",  "value": "true" },
            { "name": "Process Message Text",  "value": "Thank you ${formDataMap.firstName} ${formDataMap.lastName} your ${submission.formName} is being processed." }
          ]
        }
      ],
      "routes": [
        { "name": "Default",  "nextStep": "Application Review" }
      ]
    },
    {
      "name": "Application Review",
      "type": "",
      "actions": [
        {
          "name": "Assign Review",
          "type": "Job Task Assign",
          "properties": [
            { "name": "Task Assign Email",  "value": "${formDataMap.managersEmail}" },
            { "name": "Task Form Code",  "value": "$func.startFormCode()" },
            { "name": "Task Message",  "value": "Please review the ${submission.formName} by ${formDataMap.firstName} ${formDataMap.lastName}." },
            { "name": "Task Subject",  "value": "Review ${submission.formName} by ${submission.contactEmailAddress}." },
            { "name": "Task Assign Portal",  "value": "Maguire" },
            { "name": "Task Form XML Data",  "value": "$func.startSubmissionXml()" },
            { "name": "Task Attachments Submission Step",  "value": "Application Start" },
            { "name": "Task Send Email",  "value": "true" },
            { "name": "Task Email Message",  "value": "$func.formProperty('Anonymous Task Email Message')" },
            { "name": "Task Email Subject",  "value": "$func.formProperty('Anonymous Task Email Subject')" },
            { "name": "Task Type",  "value": "Anonymous" }
          ]
        },
        {
          "name": "Review Wait",
          "type": "Job Task Wait"
        }
      ],
      "routes": [
        { "name": "Approve",  "nextStep": "Application Delivery" },
        { "name": "Reject",  "nextStep": "Application Rejected" }
      ]
    },
    {
      "name": "Application Delivery",
      "type": "",
      "actions": [
        {
          "name": "Application Delivery",
          "type": "Job Delivery"
        },
        {
          "name": "Application Delivery Wait",
          "type": "Job Delivery Wait"
        }
      ],
      "routes": [
        { "name": "Default",  "nextStep": "Application Completed" }
      ]
    },
    {
      "name": "Application Completed",
      "type": "endpoint",
      "actions": [
        {
          "name": "Process Message",
          "type": "Job Process Message",
          "properties": [
            { "name": "Process Message Send Email",  "value": "true" },
            { "name": "Process Message Submission Step",  "value": "Application Start" },
            { "name": "Process Message Text",  "value": "Thank you ${formDataMap.firstName} ${formDataMap.lastName} your ${submission.formName} has been Approved." }
          ]
        }
      ]
    },
    {
      "name": "Application Rejected",
      "type": "endpoint",
      "actions": [
        {
          "name": "Process Message",
          "type": "Job Process Message",
          "properties": [
            { "name": "Process Message Send Email",  "value": "true" },
            { "name": "Process Message Submission Step",  "value": "Application Start" },
            { "name": "Process Message Text",  "value": "Sorry ${formDataMap.firstName} ${formDataMap.lastName} your ${submission.formName} has been declined." }
          ]
        }
      ]
    }
  ]

Cancel an Anonymous Task in Maestro Forms

You can cancel an authenticated task in the same way as per the one step review described above.

.

When we initially submit the form we enter our details. The task that is created will get assigned back to the address in the email field. You will get notified of a saved email with a link to open the form.

You have opened the form associated with the Application Review - Assign Review action. Then click on the Cancel Exit button. Cancelling doesn't return any form.xml and hence the route is empty. The empty route is picked up by the new Default route which send to the next step Application rejected.

Here we can see the actions that have been executed. We can see the status of the Application Review has been changed to cancelled and the route result is blank.

Here we can see that when the default route is routing to the next step Application Rejected.

The cancel doesn't submit any form data resulting in the empty routeName, so you needed to add the Default route to the application Review step of a job definition of the collaboration job as shown below.

{
  "name": "Application Review",
  "type": "",
  "actions": [
    {
      "name": "Assign Review",
      "type": "Job Task Assign",
      "properties": [
        { "name": "Task Assign Email",  "value": "${formDataMap.email}" },
        { "name": "Task Form Code",  "value": "$func.startFormCode()" },
        { "name": "Task Message",  "value": "Please review the ${submission.formName} by ${formDataMap.firstName} ${formDataMap.lastName}." },
        { "name": "Task Subject",  "value": "Review ${submission.formName} by ${submission.contactEmailAddress}." },
        { "name": "Task Assign Portal",  "value": "Web Plug-in" },
        { "name": "Task Form XML Data",  "value": "$func.startSubmissionXml()" },
        { "name": "Task Attachments Submission Step",  "value": "Application Start" },
        { "name": "Task Send Email",  "value": "true" },
        { "name": "Task Email Message",  "value": "$func.formProperty('Anonymous Task Email Message')" },
        { "name": "Task Email Subject",  "value": "$func.formProperty('Anonymous Task Email Subject')" },
        { "name": "Task Type",  "value": "Anonymous" }
      ]
    },
    {
      "name": "Review Wait",
      "type": "Job Task Wait"
    }
  ],
  "routes": [
    { "name": "Approve",  "nextStep": "Application Delivery" },
    { "name": "Reject",  "nextStep": "Application Rejected" },
    { "name": "Default",  "nextStep": "Application Rejected" }
  ]
},

This concludes the example.

Next, learn about asynchronous step execution.

Last updated on : 22 October 2019