Adding Custom Fields to Digital Asset Process Flows
The Digital Asset process flows provided with the base package, including enrollment and unenrollment, are based on predefined process flow types that, among other things, specify the data area used by each panel in the process flow. Implementations can add custom fields to process flow panels by extending the data areas used by each panel. This involves creating new data areas that reference the existing data areas associated with each panel as an "Extended Data Area".
To extend a process flow:
- Identify the fields to be added. If needed, create the new fields and other related data, such as lookups, extendable lookups, and so on. Refer to Fields for more information about fields.
- Create a new data area.
- Specify the data area you wish to extend in the Extended Data Area field.
- Define the new fields in the schema of your new data area.
- Refer to Data Areas for more information about creating data areas.
Process Flow Types and Data Areas
This section provides details around the data areas used with the Digital Asset process flow types.
The process flow types provided with the base package include:
- Digital Asset Enrollment Process (X1-DIGITALASSETENROLLMENT)
- Digital Asset Unenrollment Process (X1-DIGITALASSETUNENROLLMENT)
- Digital Asset Program Service Call Process (X1-DAPROGRAMSERVICECALL)
The tables below list the data areas defined in these process flow types. These are the data areas that can be extended as needed. For example, to add custom fields to the Program Enrollment panel, you would extend the Digital Asset Enrollment - Program (X1-DAEnrollEligibility) data area.
Enrollment Process Flow Data Areas
The table below lists the base package data areas used by each panel for the Digital Asset Enrollment Process (X1-DIGITALASSETENROLLMENT) process flow type.
| Process Flow Panel | Data Area |
|---|---|
| Customer | Digital Asset Enrollment - Customer (X1-DAEnrollCustomer) |
| Program Enrollment | Digital Asset Enrollment - Program (X1-DAEnrollEligibility) |
| Related Program Enrollment | Digital Asset Enrollment - Related Program (X1-DAEnrollRelatedProgram) |
| Device Setup | Digital Asset Enrollment - Device Setup (X1-DAEnrollDeviceSetup) |
| Summary | Digital Asset Enrollment - Summary (X1-DAEnrollSummary) |
Unenrollment Process Flow Data Areas
The table below lists the base package data areas used by each panel for the Digital Asset Unenrollment Process (X1-DIGITALASSETUNENROLLMENT) process flow type.
| Process Flow Panel | Data Area |
|---|---|
| Customer | Digital Asset Unenrollment - Customer (X1-DAUnenrollCustomer) |
| Program Enrollment | Digital Asset Unenrollment - Program (X1-DAUnenrollProgram) |
| Device Setup | Digital Asset Unenrollment - Device Setup (X1-DAUnenrollDeviceSetup) |
| Summary | Digital Asset Unenrollment - Summary (X1-DAUnenrollSummary) |
Program Service Call Process Flow Data Areas
The table below lists the base package data areas used by each panel for the Digital Asset Program Service Call Process (X1-DAPROGRAMSERVICECALL) process flow type.
| Process Flow Panel | Data Area |
|---|---|
| Customer | Digital Asset Program Service Call Customer (X1-DAProgramServiceCallCust) |
| Trouble Report | Digital Asset Program Service Call Action (X1-DAProgramServiceCallAction) |
| Summary | Digital Asset Program Service Call Summary (X1-DAProgramServiceCallSummary) |