Alerts for National ID Information portlet: Full step-by-step guide

Introduction

In this blog, we would like to introduce the alerts for national ID information. As you know, the SuccessFactors doesn’t support the alerts and notifications for the portlet – National ID Information.

Currently, SuccessFactors provides alerts for the following entities:

• Global Assignment (globalAssignmentInfo)
• Employment Information (employmentInfo)
• Non-Recurring Pay Components (payComponentNonRecurring)
• Recurring Pay Components (payComponentRecurring)
• Work Permit (workPermitInfo)
• Compensation (compInfo)
• Job Information (jobInfo)

As a lack of alerts and notifications, Many customers do not fully utilize the national id information portlet. I’m writing this blog to provide a custom solution to help you in triggering the alerts.

The following steps has been taken in order to achieve this configuration

• Manage Business Configuration > National ID Information.
• Custom MDF objects.
• Business rules.
• Integration Center – Job.

Manage Business Configuration > National ID Information

Go to Manage Business Configuration > National ID Information > Create a custom date > Label as “End date”.

Manage Business Config – nationalIdCard

National ID Information portlet (View)

Custom MDF objects

We will create two MDF objects – Parent and Child entities.

Go to Configure Object Definitions > Create new

1. Child Entity > National ID Alert – Items

Object definition

Code	cust_NationalIDAlertItems
Effective dating	From Parent
API Visibility	Editable
Label	National ID Alert – Items

You can use the default settings for the rest of the configuration.

Child – Object definition

Field details

ID	Date type	Visibility	Label
externalCode	Auto Number	Read only	Code
externalName	string	Read only	National ID Card type
cust_NationalID	string	Read only	National ID
cust_endDate	Date	Read only	End date

Child – Field details

Associations, Security and Rules

We are not maintaining associations, rules and permission settings for the child object.

2. Parent Entity > National ID Information Alerts

Object definition

Code	cust_NationalIDAlerts
Effective dating	Basic
API Visibility	Editable
Label	National ID Information Alerts

You can use the default settings for the rest of the configuration.

Parent – Object definition

Field details

ID	Date type	Visibility	Label
externalCode	User	Editable	Employee
externalName	string	Not visible	External Name
effectiveStartDate	date	Editable	Start date

Parent – Field details

Associations

Associate the child entity as one to many multiplicity with composite type as shown in the below figure.

Parent – Associations

Security

The object will not be shown in employee profile, so we are not securing it.

Business Rules

Create the business rules: Configure Business Rules > Create New Rule > Rules for MDF Based Objects >

Base Object	National ID Information Alerts
Purpose	Evaluate

On save rule 01 – To extract the data from National ID Info.

On save rule 02 – To extract the data from National ID Info.

Create the business rules: Configure Business Rules > Create New Rule > Rules for MDF Based Objects >

Base Object	National ID Information Alerts
Purpose	Alert

Alert Message 01

Workflow

Post save 01 – Alert trigger for card type 1

Alert Message 02

Workflow

Post save 02 – Alert trigger for card type 2

Attach these rules on the parent object as show in the below figure.

Parent – Rules

Integration Center – Job

Create a Integration Center – Job using below steps:

Go to Integration Center ==> My Integrations ==> Create ==> More Integration Types

Step 1 & 2: Create > More Integration Types

Step 3: Choose Integration types

Step 4: Select the Source entity as “National ID Information”

Step 5: Options

Step 6: Configure Fields

Step 7: Delete the existing destination object.

Step 8: Add destination Object.

Step 9: Add “National ID Information Alerts

Step 10: Map the Source and Destination object.

Step 11: Click on the Start date of the destination object.

Step 12: Switch to detail view.

Step 13: Click on Start date and select the “More field options”.

Step 14: Maintain the default value and format.

Step 15: Click on next button.

Step 16: Filter and Sort

Step 17: Schedule the job as daily and maintain the time as “12:00 AM”.

Step 18: Set schedule

Step 19: Save and Continue

Step 20: Save.

Outcome

Once the Integration Center job has run successfully, the alerts and notifications will be sent to workflow participants accordingly.

You can check the gathered data from National ID Information portlet on the Manage data > National ID Information Alerts.

Manage data – National ID Information Alerts

Based on the workflow participants, employees or others will be notified via To-do on the home page.

To-Do – Alerts

Based on the workflow participants, employees or others will be notified via email notifications.

Notification 01

Notification 02

Conclusion

As a result of reading this blog, you will be able to create the effective dated MDF object with composite association and Integration Center job. You will be able to gain a better understanding of how to extract data from one MDF and post it to another MDF using the Integration Center job.

You can change the logic based on your customer requirements.

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