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Return to RMS Management
It is essential to have completed the following step before continuing.
Step 1 - Customer Portal setup
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Prerequisites - Integration of Workflow stages to Framework has occurred.
Article Index
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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 perspective platformthe Perspective Platform. Refer here for a guide on how to add new workflows Customer Portal.
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 Customer Portal .
1 - Log into in to Framework Logistics Desktop
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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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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.
INSERT TECHNICAL INFORMATION ON HOW TO HANDLE COMPLEX MAPPINGS
If your IT resources are unable to create the complex mapping required, please Please contact Insula Software for further assistance.
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the technical details on completing complex mappings, if required.