Contents
- Scenario Builder Reference Guide Introduction
- About
- Scenario Builder OverviewExercises
- Scenario-Building ExercisesScenario Blocks Definitions
- Scenario BlocksReference
- Scenario Reference Material
- Overview
- Accept
- Add to Calling List
- Answer
- Ask a Bot
- Attached Data
- Bright Pattern Create Object
- Bright Pattern Delete Object
- Bright Pattern Search Object
- Bright Pattern Update Object
- Chat Bot Select Account
- Collect Digits
- Comment
- Connect Call
- Connect Chat
- DB Execute
- Exception Handler
- Exit
- Fetch URL
- Find Agent
- Get Agent State
- Get Next Record
- Get Statistics
- Get User Configuration
- Goto
- Identify Contact
- If
- Internal Message
- Log
- Menu
- Microsoft Dynamics Create Object
- Microsoft Dynamics Delete Object
- Microsoft Dynamics Screen Pop
- Microsoft Dynamics Search Object
- Microsoft Dynamics Select Account
- Microsoft Dynamics Update Object
- Play-Listen
- Play Prompt
- Record
- Request Callback
- Request Input
- Request Skill or Service
- Retrieve Internal Record
- RightNow Create Object
- RightNow Screen Pop
- RightNow Search
- RightNow Select Account
- RightNow Update
- Salesforce.com Delete
- Salesforce.com Insert
- Salesforce.com Screenpop
- Salesforce.com Search
- Salesforce.com Select Account
- Salesforce.com Update
- Save Survey Response
- Search Directory
- Self-Service Provided
- Send Message
- ServiceNow Create Object
- ServiceNow Screen Pop
- ServiceNow Search
- ServiceNow Select Account
- ServiceNow Update Object
- Set Agent State
- Set Case
- Set Custom Reporting Field
- Set Disposition
- Set Priority
- Set Prompt Language
- Set Variable
- Start Another Scenario
- Stop Prompt
- Voicemail
- Wait
- Web Screen Pop
- Zendesk API Request
- Zendesk Create Object
- Zendesk Screen Pop
- Zendesk Search
- Zendesk Select Account
- Zendesk Update Object
Bright Pattern Search Object
The Bright Pattern Search Object block finds an existing object in the database. This block replaced the Retrieve Internal Record block starting from version 5.2.2 of Bright Pattern Contact Center software.
Note: For a list of standard fields returned by this block, see section Standard Fields for CRM Objects.
Settings
Title Text
Title Text is the name of the instance of the block. Enter a name in the text field and the new name of the block will appear in the flowchart.
Object type
The Object type drop-down menu allows you to choose the type of object you want to search for in the internal database. You may choose Case, Contact, Company, or Activity History. Depending on what object type is selected, the settings change as follows:
Search
Multiple search conditions can be added. Search settings will vary depending on what object type you are searching for. The options are listed as follows:
Case
To search by case, select either ID, Number, Reporter ID, Status, or a custom case field from the first drop-down menu. Note: Custom case fields will not appear in the Search menu unless the checkbox Searchable in scenarios and workflows has been selected. For more information, see Custom Fields.
For any of these options, you may then select Equal, Not equal, Empty, or Not empty from the second drop-down menu. If you select Equal or Not equal, a field will appear and you will have the option to enter a text or variable item.
For the State option, you may select Equal or Not equal from the second drop-down menu, followed by the desired case state.
Company
To search by company, select ID, Name, URL, a custom company field from the first drop-down menu. Note: Custom company fields will not appear in the Search menu unless the checkbox Searchable in scenarios and workflows has been selected. For more information, see Custom Fields.
For all these options, you may then select Equal, Not equal, Empty, or Not empty from the second drop-down menu. If you select Equal or Not equal, a field will appear and you will have the option to enter a text or variable item.
Contact
To search by contact, select Email address, External ID, ID, Messenger ID, Phone, or a custom contact field from the first drop-down menu. Note: Custom contact fields will not appear in the Search menu unless the checkbox Searchable in scenarios and workflows has been selected. For more information, see Custom Fields.
For all these options, you may then select Equal, Not equal, Empty, or Not empty from the second drop-down menu. If you select Equal or Not equal, a field will appear and you will have the option to enter a text or variable item.
Activity history
To search by activity history, select Case ID, Contact ID, Global Interaction ID, ID, or a custom activity history field from the first drop-down menu. Note: Custom activity history fields will not appear in the Search menu unless the checkbox Searchable in scenarios and workflows has been selected. For more information, see Custom Fields.
For all these options, you may then select Equal, Not equal, Empty, or Not empty from the second drop-down menu. If you select Equal or Not equal, a field will appear and you will have the option to enter a text or variable item.
Return fields
Select this option to add return field to your search. When you click the add option, you may enter a text or variable item in the field. Note you may add multiple return fields.
Recordset name
Recordset name is the field that holds the results of the search the block executed; the text (i.e., value) entered in this field can then be used in a number of subsequent blocks to dictate further actions (e.g., passing the value to a Bright Pattern Create Object block if a contact's name is not found).
Conditional Exits
Failed
The Failed conditional exit is executed if the search operation failed, due to invalid parameters, timeout, or network connectivity to external CRM (e.g., Salesforce).
No Data
The No data conditional exit is executed if no data matching the specified search criteria is found.