📚Prerequisites & Data Collection

The Prerequisites Flow

Depending on the selected service's Prerequisite configuration, the portal may ask the customer for a phone number, email, or customer ID.

The Portal's Service Settings / Prerequisites Dialog

The following diagram depicts the prerequisites flow:

Prerequisites Flow

For example, if the service is configured to require a phone number and OTP, the following pages will be displayed:

The Portal's Phone Number and OTP Pages

Require Customer ID

If the service requires a customer ID, the portal will ask the customer to identify himself.

Depending on the "Customers" table self-authentication configuration, the portal will ask for key and validation fields or a customer ID and OTP.

The Portal Self-authentication Pages

To learn how to configure customer self-authentication, see:

📚The Customers Data Table

Data Collection

If the selected service's category configures one or more required fields, the portal will ask the customer to provide values for these fields.

Example: Setting First Name and Last Name as required fields on the service category:

The Service Category / Fields Page

The portal will ask the customer to enter the information:

The Portal's Data Collection Page