To configure Channel Management, you need to set up several things. This article guides you through presents the necessary parts steps to get complete your first minimal implementation of Channel Management done.
You will do:
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Set up
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User Rights
To see the Channel Management at allmodule, you need to have a the user role Use Claims or Manage Claims. As a developer, you will need both:
Claims - for the end users that should be creating the claims
Manage Claims - for users with ability to define Claim Types and work with Claim Records
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Create New Claim Validation Logic
Create and deploy a new Claim Validation Logic - , i.e., new generic logic with nature claim Nature set to Claim. For the first quick test, you can even keep the logic empty (without any elements).
Prepare XLS
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File with Claim
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Data Rows
Create an XLS file:
with With one sheet.
The first row has a header - – column/field names - those . Those names can be used later in the mapping , if you want the values from the column to be mapped to the claim line item field.
The subsequent rows are claim rows.
Create
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New Claim Type
Create a new Claim Type (CLT), and provide at least:
the Name
the Label
the Validation Formula (logic) - – your new logic
and some Mapping - – map at least map some of the XLS sheet columns to the Claim Line Item fields.