Application Snapshot Setup

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Application Snapshot Setup

An application snapshot gives you a picture of the status of an application at a particular point in time. It is a copy of the application’s data and its current state and is the reference marker for an application. These snapshots can be used by the Banks and FIs to perform audits of their processes or internal policies effectively. These snapshots are stored with a date and time in the JSON format.

The default Application Snapshot flow, packaged with Q2 Origination, offers a framework to take the snapshots at specific application status changes.

Enable Create Application Snapshot Flow

Prerequisites 

None.

Steps

Perform the following steps to enable the Create Application Snapshot flow:

  1. Log in to your Salesforce account.

  2. Select , and then select Setup.

  3. In the  Quick Find box, search for Flows, and select it.

  4. Go to Create Application Snapshot flow, and select Activate.

    Clicking Activate, activates the flow.

Customize Create Application Snapshot Flow

To change the criteria of the Create Application Snapshot Flow, perform the following steps:

  1. Log in to your Salesforce account.

  2. Select , and then select Setup.

  3. In the Quick Find box, search for Flows, and select it.

  4. Go to Create Application Snapshot, and make the required changes.

  5. Click Save as to save a new version of the flow, and select Activate.

Note:

If the Lock Unlock Application flow and Create Application Snapshot flow have the same criteria, then the packaged flows must not be enabled. For more details, contact Q2 Support.

Customize Application Snapshot Display

After having defined a Process Builder for application snapshot, you can customize the display of the application snapshots rendered by the Process Builder in the following ways:

  • Edit Objects and Fields: This enables you to edit the fields and the objects to be captured in the snapshot. For example, if you want to capture the party for an application, add a dynamic query for the party object.

  • Display Label Names: This enables you to display the label name instead of the API name in an application snapshot.

Edit Fields/Objects

This dynamic query is used while configuring the Process Builder for application snapshot.

Note:

  • For the parent object that is Application, one can add or remove the fields or objects to be captured in the snapshot.

  • For each of the child objects, a separate dynamic query needs to be created, and the fields can be modified.

  • Query JSON is same for all the applications, and the configurations cannot be done at the application level.

Prerequisites

Before you proceed to edit the fields or the objects to be displayed in a snapshot, ensure that the following prerequisite is met:

  • A Query JSON is added to the system for application snapshot.

Steps

To edit the fields or the objects to be displayed in an application snapshot:

  1. Log in to your Salesforce account.

  2. Go to  (App Launcher) > Dynamic Query Sets.

  3. On the Dynamic Query Sets tab, select Application Snapshot.

  4. Edit the parent query.

Display Label Name 

The Show Label Name in Snapshot flag needs to be enabled so that the label name is displayed in the snapshot as highlighted in the following image:

Snapshot with Label Name:

Snapshot with API Name

Prerequisites

None.

Steps

To enable the Show Label Name in Snapshot flag:

  1. Log in to your Salesforce account.

  2. Select (Setup), and then select Setup.

  3. In the Quick Find box, search for Custom Settings, and select it.

  4. Go to Org Parameters (Namespace Prefix = genesis), select Manage, and then select Edit.

  5. Select the Show Label Name in Snapshot check box, and then select Save.

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