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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.
Article Index
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Step 2 - Customer Portal Stages - Customer Portal mapping setup
There are two ways to map a field to a customer portal workflow task.
1) using a field in Framework ECM OR;
2) using a logistics activity in the Framework Logistics Desktop application.
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 workflow stages from Framework to the Customer Portal solution.
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Customer Portal tasks to Framework ECM workflow fields.
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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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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 .
1 - Log in to 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 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.
Some examples:
Issue invoice for BASE stage Progress Claim → Customer portal task is displayed when there is a claim raised date entered and the claim name is BASE stage progress claim.
Process payment and issue receipt → Customer portal task is displayed when there is a paid date entered against the claim and the claim name is BASE stage progress claim.
Apply for a BASIX certificate → Customer portal task appears if the land address state is equal to New South Wales.
Send a copy of the contract to the customers Lending Authority → Customer portal task appears only if there is a lending body entity.
Please contact Insula Software for the technical details on completing complex mappings, if required.