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2-Step Review JSON Definition

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2-Step Review JSON Definition

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2-Step Review JSON Definition

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{

  "jobDetails": { 

    "name": "MR - 2 Step Review",  

    "version": "4.0.0"

  },

  "properties": [

    { "name": "Task Form Code",  "value": "##GET_START_FORMCODE()" }

  ],

  "steps": [

    {

      "name": "Start",

      "type": "start",

      "actions": [

        {

          "name": "Handle Submission",

          "type": "Job Form Start",

          "properties": [

            { "name": "Process Message Text",  "value": "Your ${submission.formName} application is being processed." }

          ]

        }

      ],

      "routes": [

        { "name": "Default",  "nextStep": "Initial Review" }

      ]

    },

    {

      "name": "Initial Review",

      "type": "",

      "expiryRule": "+1d",

      "actions": [

        {

          "name": "Create Task",

          "type": "Job Task Assign",

          "properties": [

            { "name": "Process Message Send Email",  "value": "true" },

            { "name": "Process Message Submission Step",  "value": "Start" },

            { "name": "Process Message Text",  "value": "Your ${submission.formName} application is at the Initial Review Step" },

            { "name": "Task Assign Group",  "value": "##GET_FORM_PROPERTY('Review Group Initial')" },

            { "name": "Task Message",  "value": "Please perform the initial review of the ${submission.formName} from ${formDataMap.firstName} ${formDataMap.lastName}." },

            { "name": "Task Review Previous Step",  "value": "true" },

            { "name": "Task Subject",  "value": "Initial review of ${submission.formName} from ${formDataMap.firstName} ${formDataMap.lastName}" }

          ]

        },

        {

          "name": "Handle Submission",

          "type": "Job Task Wait",

          "properties": [

            { "name": "Conditional Route Name",  "value": "#if ( $formDataMap.routeName == 'Approve' && $formDataMap.loanAmount >= 20000 ) Exceeds Threshold #end" }

          ]

        }

      ],

      "routes": [

        { "name": "Decline",  "nextStep": "Applicant Update" },

        { "name": "Approve",  "nextStep": "Approved Complete" },

        { "name": "Exceeds Threshold",  "nextStep": "Additional Review",  "display": "false" },

        { "name": "Expiry",  "nextStep": "Additional Review",  "display": "false" },

        { "name": "Terminate",  "nextStep": "Terminated Initial" }

      ]

    },

    {

      "name": "Additional Review",

      "type": "",

      "actions": [

        {

          "name": "Create Task",

          "type": "Job Task Assign",

          "properties": [

            { "name": "Process Message Submission Step",  "value": "Start" },

            { "name": "Process Message Text",  "value": "Your ${submission.formName} application is at the Final Review Step." },

            { "name": "Task Assign Group",  "value": "##GET_FORM_PROPERTY('Review Group Additional')" },

            { "name": "Task Message",  "value": "The application has been initially approved and is pending your final review." },

            { "name": "Task Review Previous Step",  "value": "true" },

            { "name": "Task Subject",  "value": "Additional review of ${submission.formName} from ${formDataMap.firstName} ${formDataMap.lastName}" }

          ]

        },

        {

          "name": "Handle Submission",

          "type": "Job Task Wait"

        }

      ],

      "routes": [

        { "name": "Decline",  "nextStep": "Applicant Update" },

        { "name": "Approve",  "nextStep": "Approved Complete" },

        { "name": "Terminate",  "nextStep": "Terminated Additional" }

      ]

    },

    {

      "name": "Applicant Update",

      "type": "",

      "expiryRule": "+5d",

      "actions": [

        {

          "name": "Create Task",

          "type": "Job Task Assign",

          "properties": [

            { "name": "Process Message Submission",  "value": "##GET_START_SUBMISSION()" },

            { "name": "Process Message Text",  "value": "Your ${submission.formName} application has been declined it, it requires you to provide additional updates." },

            { "name": "Task Assign User",  "value": "##GET_START_USER()" },

            { "name": "Task Message",  "value": "Please revise your ${submission.formName} as it was declined because: ${formDataMap.reasonForDecision}." },

            { "name": "Task Review Previous Step",  "value": "true" },

            { "name": "Task Subject",  "value": "Please revise your ${submission.formName}." }

          ]

        },

        {

          "name": "Handle Submission",

          "type": "Job Task Wait"

        }

      ],

      "routes": [

        { "name": "Update",  "nextStep": "##PREVIOUS_STEP()" },

        { "name": "Expiry",  "nextStep": "Terminated Applicant",  "display": "false" },

        { "name": "Terminate",  "nextStep": "Terminated Applicant" }

      ]

    },

    {

      "name": "Approved Complete",

      "type": "endpoint",

      "actions": [

        {

          "name": "Process Message",

          "type": "Job Process Message",

          "properties": [

            { "name": "Process Message Send Email",  "value": "true" },

            { "name": "Process Message Submission Step",  "value": "Start" },

            { "name": "Process Message Text",  "value": "The ${submission.formName} has been approved." }

          ]

        }

      ]

    },

    {

      "name": "Terminated Initial",

      "type": "endpoint",

      "actions": [

        {

          "name": "Process Message",

          "type": "Job Process Message",

          "properties": [

            { "name": "Process Message Send Email",  "value": "true" },

            { "name": "Process Message Submission Step",  "value": "Start" },

            { "name": "Process Message Text",  "value": "The ${submission.formName} was terminated by the Initial Reviewer." }

          ]

        }

      ]

    },

    {

      "name": "Terminated Additional",

      "type": "endpoint",

      "actions": [

        {

          "name": "Process Message",

          "type": "Job Process Message",

          "properties": [

            { "name": "Process Message Send Email",  "value": "true" },

            { "name": "Process Message Submission Step",  "value": "Start" },

            { "name": "Process Message Text",  "value": "The ${submission.formName} was terminated by the Additional Reviewer." }

          ]

        }

      ]

    },

    {

      "name": "Terminated Applicant",

      "type": "endpoint",

      "actions": [

        {

          "name": "Process Message",

          "type": "Job Process Message",

          "properties": [

            { "name": "Process Message Send Email",  "value": "true" },

            { "name": "Process Message Submission Step",  "value": "Start" },

            { "name": "Process Message Text",  "value": "The ${submission.formName} was terminated by you." }

          ]

        }

      ]

    }

  ]

}