Administration Guide

Configuring the Create Service Action for Self-Registered Persons

Alloy Navigator uses a Create Service Action to create Person records for self-registered SSP customers. This Action defines how the Self Service Portal prompts customers for personal information when they choose to register themselves, i.e. which fields appear on the Register form (see Setting Up Self-Registration), how Alloy Navigator initializes Person properties (particularly those that will not be visible on the Register form), and how this workflow step affects the newly created Person and other participants of the business process.

NOTE: If you have configured the self-registration to require authorization, Alloy Navigator will create Person records only for approved registration requests. For details, see Authorizing Pending Registrations.

Alloy Navigator’s default workflow includes the “New Person (Self-Registration)” workflow Action #736. You can use this Action as is, customize it, or create your own unique Person Create Action for the SSP.

To add a Create Service Action for self-registered Persons, follow these steps:

  1. From the Sidebar, navigate to Workflow and Business Logic > Organization Management > Persons > Workflow > Actions > Service Actions.
  2. Click New and select Create Action for SSP (Self-Registration). The Person Create Action for Self Service Portal dialog box opens.
  3. On the General tab, specify general properties of the Service Action as follows:
    1. Type the Action name in the Name field.
    2. Optional: Enter a description of this Action in the Description field.
    3. Keep the Enabled check box selected.
  4. On the Template tab, specify how to initialize the Person record.

    You can create a custom Template only for this Service Action or select an existing Template for Persons:

    • To create a new custom Template, keep the <Custom> value in the Template field. Under Template Definition, specify how this Template will assign initial values to fields of newly created Person records:
      1. Click New. A new row appears.
      2. Select an object field in the Field Name field and enter its initial value in the Value field.

      Repeat these steps to assign values to other Person fields you want to be part of the Template. If you want to remove a field from the Template, select it and click Delete.

    • To choose an existing Template, select it in the Template list.

      NOTE: For details on reusing custom Templates, see Creating Templates.

  5. Click the Form tab and specify the Action Form that defines how the Self Service Portal will prompt self-registered customers for personal information on the Register form (see Setting Up Self-Registration).

    The Register form consists of two parts:

    • Three mandatory system fields at the top: the User Name, Password, and Confirm Password. Alloy Navigator relies on these fields for creating SSP Customer accounts, so they are always displayed on the Register form and cannot be deleted or modified.
    • A number of additional fields under the system fields, such as the Full Name, Primary E-mail, and Business Phone. These additional fields are defined within the Form that you specify for your Service Action.

    You can create a custom Form (which will exist only in the context of this Service Action) or select an existing Form for Persons:

    • To create a custom Form for this Action, keep the <Custom> value in the Form field and follow the instructions on adding Forms. For instructions, see Adding Action Forms

      INFO: or instructions, see Creating Forms.

    • To choose an existing Form, select it in the Form list.

      NOTE: For details on reusing custom Forms, see Custom and Reusable Forms.

  6. If your Service Action needs to additionally modify the newly created object or notify participants of the business process, click the Programming tab and specify the operations to execute directly within the Action or select an existing, previously created Function.
    1. Under Operations, click New > [Operation] and specify the operation details.

      INFO: For details, see Adding Operations.

      Repeat this step to add other operations as needed.

      NOTE: Operations are executed in the order they appear in the list. To reorder, use the Move Up and Move Down buttons.

    2. By default, all operations are executed unconditionally. If necessary, you can add conditional statements by clicking New > "IF" Group, New > "ELSE IF" Group, and New > "ELSE" Group.

      INFO:For details, see Building Conditional Statements.

  7. If you want to categorize the Service Action by assigning it to one or more Processes, click the Processes tab and follow the instructions on assigning Actions to Processes.

    INFO: For details, see Assigning Workflow Items to Processes.

  8. When done, click OK.