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Firstly you will need to ensure the new workflow stage has been entered into perspective platform. Refer here for a guide on how to add new workflows Customer Portal.
Use for when the field required is a Framework ECM field:
1 - Navigate to the Workflow Stage, highlight the item and click Edit
2 - Update the relevant field with the Framework field (date) that needs to be displayed on the customer portal
Required? - Add the RMS required field eg: Demolition Required?
Start Forecast - Add the start forecast RMS field
Start Actual - Add the start actual RMS field
Complete Forecast - Add the complete forecast RMS field
Complete Actual - Add the complete actual RMS field
Note: Choose 1 RMS Mapping field unless you using the Required field in addition to.
3 - Enter Notes that may be relevant to the Nexus Workflow Stage
4 - Click OK.
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Use for when the field required is a Framework Logistics Activity:
1 - Log into Framework Logistics Desktop
2 - Click on the Administration tab / Activity
3 - Highlight the logistics activity you would like to map the customer portal workflow stage to, and click Edit.
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4 - Using the pop up button, click to open the list of Customer Portal Wfl Stages
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5 - Scroll to select the required workflow stage or type into the Name field the desired workflow stage.
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6 - Click Ok
7 - Click Ok.
How to remove mapping from a Nexus Workflow Stage
1 - Navigate to the Workflow Stage, highlight the item and click Edit
2 - Next to the RMS Mapping field there is an X, click this button to remove the mapping
3 - Click OK.
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How to remove mapping from a Logistics Activity
1 - Navigate to the logistics activity, highlight the item and click Edit
2 - Next to the Customer Portal Wfl Stage field is an X, click this button to remove the mapping
3 - Click OK.
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