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Return to RMS Management
It is essential to have completed the following step before continuing.
Step 1 - Customer Portal setup
Prerequisites - Integration of Workflow stages to Framework has occurred.
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Step 2 -
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Customer Portal Stages - Customer Portal mapping setup
There are two ways to map a field to a customer portal workflow task.
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The nature of the customer portal workflow task will determine which option you use.
How to map a Customer Portal Workflow Task using Framework ECM fields
Firstly you will need to ensure the new workflow stage has been entered into the Perspective Platform. Refer here for a guide on how to add new workflows .
The Nexus Workflow Stage RMS mapping screen is used to map Customer Portal tasks to Framework ECM workflow fields.
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3 - Enter Notes that may be relevant to the Nexus Workflow Stage
4 - Click OK.
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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 map a Customer Portal Workflow Task using Logistics activities
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 .
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6 - Click Ok
7 - Click Ok.
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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Complex mapping requirements
Some customer portal tasks may require complex mapping logic and/or a custom trigger to interpret data and update the task on the Customer Portal.
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Please contact Insula Software for the technical details on completing complex mappings, if required.