Master data for self-service

Fill in the master data for the self-service on the "Self-service" tab in the design template. Master data includes elements such as the title of the self-service, which is the headline a citizen encounters on the self-service. Additionally, this is where you can decide whether the citizen must log in using a public login solution such as the Danish NemLogin.

Figure 1. Example of master data for a self-service in the design template

The visual design of the self-service component can be defined with CSS. If your organisation already has a CSS for your self-service solutions from cBrain, a self-service created with F2 Service Builder will adhere to this. Contact cBrain for more information.

The following table describes how to fill in the self-service’s master data:

Cell

Description

”Self-service title”

Specify the title of the self-service page. The title will appear at the top of the self-service page.

Figure 2. Self-service title

”NemLogin”

Specify whether the self-service requires citizens to log in with NemLogin, which is the Danish public login solution.

Select "x" in the drop-down menu if NemLogin is required.

To use NemLogin, NemLogin must be set up and available in the selected F2 environment. NemLogin is set up in collaboration with cBrain.

”Record title”

Specify the title of the record that is automatically created when a self-service inquiry is received in F2.

You can use merge fields with information from the self-service to include the citizen’s email or name in the record title, for example.

Records are automatically registered on the case created in connection with the inquiry.

”Case title”

Specify the title of the case that is automatically created when a self-service inquiry is received in F2.

You can use merge fields with information from the self-service to include the citizen’s email or name in the case title, for example.

”File plan code (External ID)”

Specify whether to associate a file plan code with the case that is automatically created when a self-service inquiry is received in F2.

Enter the external ID for the relevant file plan code. You can find the external ID in F2.

”Action code (External ID)”

Specify whether to associate an action code with the case that is automatically created when a self-service inquiry is received in F2.

Enter the external ID for the relevant action code. You can find the external ID in F2.

”Disposal code (External ID)”

Specify whether to associate a disposal code with the case that is automatically created when a self-service inquiry is received in F2.

Enter the external ID for the relevant disposal code. You can find the external ID in F2.

Use merge fields in record and case titles

You can use information from the self-service in the title of the record and case that are automatically created when a self-service inquiry is received in F2. For example, you may want the citizen’s name to be included in the record or case title.

In the design template you can define a unique Field ID for each input field on the self-service. Learn more about Field IDs in the section Fill in cells for the ”Field” content type.

The Field ID can be used as a merge field in the record and case title. Merge fields are applied by adding the $ symbol before and after the field ID, e.g. $email$.

Figure 3. Merge fields in record title

Only the field types "Short text", "Integer", and "Decimal" can be used as merge fields.