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Display Custom Columns/Fields on Applications Table

Overview

On case management, by default only metadata fields are displayed. This guide covers how to display additional custom fields as required by the clients.

Default fields:

  • Transaction ID
  • Created
  • Status
  • Workflow Name
  • Updated
  • Country
  • DOB
  • Name
  • IP Address
  • Assignee

Prerequisites

  • To display workflow inputs, storing inputs must be enabled. See Displaying Workflow Inputs on Applications Table.
  • To display workflow outputs, dashboardData must be configured on the workflow and enabled to be stored.
  • GitHub access to HV Central Config.

Purpose & use case

This feature enables displaying custom fields on the case management applications table.

Who is this for?

  • SA/IE teams
  • Support teams

When should this be used?

  • To display or filter using custom fields.

Step-by-step guide

Setting up

This guide assumes you have already enabled storing inputs or journey outputs per your requirements, and only covers how to display these custom fields on the case management applications table.

  1. Clone the HV Central Config GitHub repository (if not already done).
  2. Navigate to buckets/hv-central-config/client-configurations/${appId}.json.
  3. Add the following configurations to display custom fields.

For workflow inputs

Add the applicationListTableColumns key inside inputsConfig. It is an array of objects with these properties:

KeyDescriptionExample
keyThe exact key in the inputs sent by the client to the SDK.name
labelThe label displayed as the column title on the applications table.Name from the inputs

Sample config:

{
// ...existing config
"inputsConfig": {
"shouldStore": "yes",
"applicationListTableColumns": [
{
"key": "name",
"label": "Name from the inputs"
}
]
}
}

For workflow outputs

Ensure dashboardData is configured on the workflow. Then add the applicationListTableColumns key inside dashboardDataConfig:

KeyDescriptionExample
keyThe exact key in the dashboardData configured on the workflow.name
labelThe label displayed as the column title on the applications table.Name from the outputs

Sample config:

{
// ...existing config
"dashboardDataConfig": {
"shouldStore": "yes",
"applicationListTableColumns": [
{
"key": "name",
"label": "Name from the outputs"
}
]
}
}

Additional resources

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