After installing the Public Self-Registration module, you need to set it up before using it with the Case Management Studio Base application. This guide walks you through the setup steps, including:
The first step in setting up the Public Self-Registration module with your Case Management Studio Base application involves setting up the connected system that backs claiming a case.
claimCase
.CMGT Service Accounts
to add it to the appropriate group.CMGT SELF Connected System
.https://sample-url.com/suite/webapi/
.Next, you must add the My Account page to the portal.
To update the portal:
CMGT_Portal
portal object.My Account
my-account
file-o
CMGT_SELF_PortalPage_MyAccount
This section provides instructions for linking the portal home page to the My Account page.
To add a link from the portal home page to the My Account page:
CMGT_PortalPage_Home
interface and click the Expression Editor view.Copy the following code block and paste it as the last item in the local!portalPages
array as shown.
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a!map(
pageType: "MyAccount",
label: 'translation!{2ed0b429-53f7-4b8b-923d-ec5b1ef98825}CMGT_SELF Translations.{0a0e3219-d2fd-4010-8b5b-a20eced229a6}',
link: local!portalUrl & "/page/" & cons!CMGT_SELF_TXT_MY_ACCOUNT_PORTAL_URL_STUB,
image: cons!CMGT_SELF_DOC_IMAGE_CMS_MY_ACCOUNT,
description: 'translation!{2ed0b429-53f7-4b8b-923d-ec5b1ef98825}CMGT_SELF Translations.{0c575c22-89c1-4d0a-8c5d-0b86886a9663}'
),
Next, you must add the Claim Case site page the the My Cases site, so users can find their cases once logged in.
To add the Claim Case site page to the My Cases site:
CMGT Add On: My Cases Module
application.CMGT_LA_CaseManagementSite
site object and click Add Page.Claim Case
CMGT_SELF Translations
translation set.file-o
Interface
CMGT_SELF_LA_SitePage_ClaimCase
Wide
Always show
Claim Case
page up so it is positioned after the Cases site page and before the Contact Us site page.Follow the steps in this section to add a link from the My Cases home page to the Claim Case page, which provides another way for users to navigate from the My Cases home page to the Claim Case site page.
To add a link from the My Cases home page to the Claim Case page:
CMGT Add On: My Cases Module
application.CMGT_LA_SitePages_HeaderLayout
interface and click the Expression Editor view.Locate the a!columnsLayout
that contains the Create Case button, copy the following code block, and paste it as the second column as shown.
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rule!CMGT_SELF_LA_ClaimCaseDisplayLink(
showActions: ri!showActions
),
Follow the steps in this section to add the Claimed By details to the Case Summary view.
To add the Claimed By details:
CMGT Case Management Studio Base
application.CMGT_Case_CaseSummary
interface and click the Expression Editor view.Locate the a!cardLayout
, then copy and paste the following code block after the portal fields logic as shown.
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rule!CMGT_SELF_CaseSummary_ClaimedBy(
brandingMap: ri!brandingMap,
case: ri!case
),
Finally, you need to incorporate the logic that tracks an audit event when a case is claimed.
To add that logic:
CMGT_Role_SetEvents
expression rule.match()
statement that returns a value based on the roleTypeId
. See the image for where and how to add the condition.
Add Claimant
event type.Setting Up Public Self-Registration Module