FrontDesk Process Definitions

With FrontDesk process definition you can define an explicit workflow that can be performed on a person in Compliance Suite. A FrontDesk process definition consists of:

  • Basic information

  • A number of FrontDesk process definition steps

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Tab Field / button Description

General

Name

The name of the process which is shown in the frontend of FrontDesk and used in the administration.

FrontDesk App

The FrontDesk App that the process belongs to.

Type

The type of workflow that the process defines. This can be either for a New Person or Update Person in FrontDesk.

FrontDesk Process Definition Steps

Here, you define the steps of the respective workflow.

Each step is part of the process for creating or updating a person. It can have have multiple pages and a mechanism to control who can perform the step.

Column Description

Name

Name of the process step.

Step Number

You have to assign a step number to each process step.
Each step is part of the process for creating or updating a person. In the frontend of FrondDesk the steps are shown and executed by users in the here defined order.
If no roles are assigned to a Process Definition Step, you will be informed about it in view FrontDesk Process Definition.

+ New FrontDesk Process Definition Step

To add a new step, click + New FrontDesk Process Definition Step.

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The administrative interface has two tabs:

Tab Field / button Description

General

Contains basic information about the step and a list of the pages.

Name
Is only shown in D365 and not in FrontDesk.

Front Desk Process Definition

Shows the FrontDesk process definition.

Step Number

Here, you define at which step this part of the workflow should be performed.

Make sure the steps are all in ascending order.

Step Type

Here, you can define the type of the step in the workflow:

  • Normal
    Indicates that the step is for a fill in form. The button to continue is named Next.

  • Approval
    Indicates that the step requires an approval. The button to continue is named Approve.
As soon as you save your changes, the section FrontDesk Pages is displayed.

Role

Step Owner

Here, you can define a person in Compliance Suite that can perform the step.

Add Existing Role

Grid association to an existing role. When defined, only users/persons that have this role assigned can access this step.
In case no roles are assigned to a Process Definition Step, the respective Process Definition becomes invalid and thus, is not shown in FrontDesk UI. You will be informed if no roles are assigned to the Process Definition Step.

FrontDesk Pages

To add a new page, click + New FrontDesk Page.

In the frontend of FrontDesk one step in a workflow execution can consist of multiple pages, containing text fields, checkboxes etc.

Here, you define an actual page for the step that is shown in the frontend. The pages are listed in the order they are shown in the frontend.

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Field / column Description

Name

Name shown in D365 and in FrontDesk if Display Name is not filled out.

FrontDesk Definition Step

Name shown in FrontDesk. If not filled out, Name field is used.

Sub Heading

Not shown.

Sort Id

The order of the pages.
As soon as you save your changes, the section FrontDesk Fields is displayed.

FrontDesk Fields

To add a new page, click + New FrontDesk Field.

Here, you define a field on the page form when a FrontDesk page is rendered in the FrontDesk frontend. It is possible to create fields for all Compliance Suite person properties such as first name, company and employment date.

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Field Description

Name

Name of the field shown in D365 and in the FrontDesk frontend, unless the alternative display name field is used.

FrontDesk Page

The FrontDesk page that the field is shown on.

Field Type

Here, you can choose a field type from the drop-down menu, indicating what person field to map to or an option field. All fields that are currently available for the Compliance Suite person are supported.

Display Type

Here, you can choose a field type from the drop-down menu:

  • Hidden
    Field is not shown, but still has a value.

  • Optional
    Field is shown but can be left empty.

  • Required
    Field is mandatory and is marked with an asterisk (*). You cannot proceed to next step if field is empty.

  • Read-only
    Field is shown, but cannot be edited.

Alternative Display Name

Text is added to an empty field to inform the user about what information needs to be added.

Only works for text fields, not for option fields.

Help Text

Entered text is shown as tool tip when hovering with mouse cursor over the info icon beside the field.

Sort Id

Here, you define the order of the field on the page.

Custom Id

General value that is used in Compliance Suite.

Category

General value that is used in Compliance Suite.

Description

General value that is used in Compliance Suite.

Default value
Only shown for fields of type Field. Not for fields of type Option.

In this section you can define a default value for the respective field.

  • <Name of the field>
    Here, you enter the value for the respective field. This value is then used as the default value for this field.

  • Default Value Behavior
    Here, you define the situation in which the default value should be applied.

    • Only Set in Create (default setting)
      The defined default value for the respective field is applied when a person gets created.

    • Set in Update
      The defined default value for the respective field is applied when the details of a person get updated.