Configuring Directed Web Access
Configure the Directed Web Access (DWA) capability to support external assignments in a case. By collecting information from stakeholders who are outside of your organization, you can extend the scope of your application and provide necessary details for case processing.
For example, in a mortgage loan application, for the house valuation stage, you need a note from an external agency that does the valuation of the house. To request the note, send an email link, and then attach the received note to the loan case.- Update the operator ID for the external user:
- In the header of Dev Studio, click .
- In the list of operators, search for and open the External operator ID.
- On the Profile tab of the operator rule form, in the Access Group section, add a new access group item that gives external users access to your application rulesets.
- On the Work tab, in the Team field, add the work group to which the user belongs.
- On the Security tab, ensure that the License type field is set to Invocation and that the Use external authentication and Disable Operator check boxes are empty.
- Click Save.
- Update the Public Link URL:
- In the header of Dev Studio, click .
- Complete the Public Link URL field with the URL that you want to convey to external users.
- Ensure that you have a valid email account and that the system is configured to
send and receive email:
- In the header of Dev Studio, click .
- Create an email account in the appropriate class group.
For more information, see Creating an email account.
- Click the Test connectivity link and ensure that you have the outbound email rule for the application running.
- Configure a correspondence rule that contains the DWA URL:
- Create a correspondence rule of the Rule-Obj-Corr
type.For more information about how to open a create rule form, see Creating a rule.
- In the correspondence rule form, in the Label field, enter a name that starts with External.
- In the Correspondence Type field, select Email.
- Click Create and Open.
- In the correspondence rule form, add an external correspondence fragment, such as ExternalInstructions, ExternalDWAInstructions, or workLink, by clicking the Insert Rule button, and then click Save.
- Create a correspondence rule of the Rule-Obj-Corr
type.
- Add the external user as a work party for your case type:
- In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
- On the Settings tab, click Participants.
- In the Participant configuration form, in the
Role name field, enter the operator ID for
the external user.
For more information about how to configure a case participant, see Defining case participants.
- In the Data transform field, enter a name for a new data transform.
- In the data transform configuration form, on the
Definition tab, in the
Target field, enter
.pyWorkPartyUri.Each party represented in a work object has a unique identifier, recorded in the pyWorkPartyUri standard property. Depending on the class or other processing, it can be an operator ID, email address, account number, or other information.
- In the Source field, enter the operator ID for the external user.
- Click Save.
- Select the Create participant automatically when the case starts check box.
- Click Done.
- Click Save.
- Configure the assignment shape:
- In the navigation pane of Dev Studio, click App.
- On the Classes tab, expand the case type in which you want to edit the assignment, and then click .
- In the Flow form, on the Diagram tab, double-click an assignment.
- In the Assignment properties dialog box, in the Routing section, from the Route to list, select Custom.
- In the Assignment type list, select External.
- In the Router field, select ToWorkbasket, and then provide the name of the work queue to which you want to route the assignment.
- In the Advanced section, click the Assignment details node, and then, in the OperatorModel field, select the operator ID for the external user.
- In the DaysToExpiration field, enter the number of days after which the DWA link expires and the external user can no longer open the assignment.
- In the Party field, enter the operator ID, for example External.
- In the Subject field, enter the email message subject.
- In the HarnessPurpose field, select PerformExternal.
- Click Submit.
- Click Save.
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