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Configure Journey Space Properties

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

Manager allows you to configure various properties of your Journey Space pages.

Note

You must be a Journey Manager administrator to create or configure this functionality.

To configure the page's properties:

  1. Select Forms > Form Spaces.
  2. Locate the Journey Space and click Edit.
  3. Select the Properties Edit tab to view the following properties:
    • Search Consistent Read
    • Search Data Extracts
    • Search Data Load
    • Search Fetch Limit
    • Search Filter Group Select
    • Search Filter Jobs By User Orgs
    • Search Period Help Desk
    • Search Period History
    • Search Period Reviews
    • Search Period Tasks
    • Search Task Attributes
  4. Click Edit to and update each property value as required.
  5. Click Save to update the changes.

Searching and filtering options of Journey Space also depend on Manager's version, individual form space configuration and specific pages' customization. You should consider the following:

  • Remove the Last dropdown from the page, because of the new, more specific date range, such as Start Date and End Date pickers. Otherwise, it can become confusing to provide both.
  • A form space can be configured in such a way that when switching to the Journey Space page, the form submissions are not initially loaded. The user can select filter options and then click Go. This option is particularly useful for the help desk page where performance issues may arise from large volumes of transactions that need to be searched.
  • A form space can be configured to allow a user to filter by form groups. This is only relevant to display authenticated form user transactions.

The Journey Space configuration varies for anonymous and authenticated users.

To include the anonymous user transactions only, configure the help desk markup with the following filter options:

  • Search box
  • Status dropdown
  • Form dropdown
  • Start Date picker
  • End Date picker

To include the anonymous and authenticated user transactions:

  1. Configure the help desk markup with the following filter options:
    • Search box
    • Status dropdown
    • Form dropdown
    • Start Date picker
    • End Date picker
    • Groups dropdown
  2. Configure the work space staff user role:
    • Assign the Journey Space Staff role to the users so they can see the Help Desk tab in their Journey Space.
    • Make sure they have the Help Desk View permission so they can view the Help Desk tab.
    • Assign the Help Desk Authenticated Edit permission to the users so they are able to work with customers' transactions.
  3. Configure a Journey Space property to allow the help desk user to filter by form groups by selecting the Search Filter Group Select checkbox. This will display the Groups dropdown list for help desk users that are assigned to at least one form group.

Next, learn how to change Journey Space page markup.