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| − | <translate>= How to Display Call List Columns in | + | <translate>= How to Display Searchable Call List Columns in Activity Forms = |
| + | For call centers that conduct [[Contact-center-administrator-guide/ServicesandCampaignsOverview|calling campaigns]], it is often desirable to display some of the data from [[contact-center-administrator-guide/Lists|calling list records]] in the agents’ [[Scenario-builder-reference-guide/WebScreenPop|Web Screen Pop]] [[Contact-center-administrator-guide/ActivityForms|activity forms]]. | ||
| − | In | + | In this article, you will learn how to display searchable calling list columns in [[Scenario-builder-reference-guide/WebScreenPop|Web Screen Pop]] [[Contact-center-administrator-guide/ActivityForms|activity forms]] in Agent Desktop |
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| − | == | + | == Procedure == |
| + | === Step 1: Create a Call List with Searchable Fields === | ||
To begin, you will need to create and upload a calling list in section [[Contact-center-administrator-guide/Lists#List_Import|Lists]]. In the list import wizard, Fields screen, list columns must be marked as [[Contact-center-administrator-guide/Lists#Fields_screen|searchable]]. Note that call list fields cannot be marked as searchable after they have been uploaded, so it is very important not to miss this step! | To begin, you will need to create and upload a calling list in section [[Contact-center-administrator-guide/Lists#List_Import|Lists]]. In the list import wizard, Fields screen, list columns must be marked as [[Contact-center-administrator-guide/Lists#Fields_screen|searchable]]. Note that call list fields cannot be marked as searchable after they have been uploaded, so it is very important not to miss this step! | ||
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| − | == | + | === Step 2: Connect the Call List to a Campaign === |
After creating your call list, you will need to associate it with a [[Contact-center-administrator-guide/ServicesandCampaignsOverview|campaign]]. This can be done in section Lists by clicking '''add''' in the ''Campaigns'' setting. | After creating your call list, you will need to associate it with a [[Contact-center-administrator-guide/ServicesandCampaignsOverview|campaign]]. This can be done in section Lists by clicking '''add''' in the ''Campaigns'' setting. | ||
| − | == | + | === Step 3: Create Custom Activity History Fields === |
Next, you will need to create custom Activity History fields. This is done in section [[Contact-center-administrator-guide/CustomFields#Activity_History|Custom Fields > Activity History]]. In configuring this your custom fields, make sure to mark them as [[Contact-center-administrator-guide/CustomFields#Searchable_4|searchable]]. | Next, you will need to create custom Activity History fields. This is done in section [[Contact-center-administrator-guide/CustomFields#Activity_History|Custom Fields > Activity History]]. In configuring this your custom fields, make sure to mark them as [[Contact-center-administrator-guide/CustomFields#Searchable_4|searchable]]. | ||
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| − | == | + | === Step 4: Create a Form with the Custom Activity History Fields === |
4. Add the custom activity fields to a form in a Data Field (Activity History) | 4. Add the custom activity fields to a form in a Data Field (Activity History) | ||
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| − | == | + | === Step 5: Define Search Grid Columns === |
8. Finally, back in Forms > Activity > "Search grid columns," you can add the form field with the associated custom field content | 8. Finally, back in Forms > Activity > "Search grid columns," you can add the form field with the associated custom field content | ||
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| − | == | + | === Step 6: Map the Custom Activity History Fields to the Call List Fields === |
5. Go back to the blended campaign > Activity Tab | 5. Go back to the blended campaign > Activity Tab | ||
6. Edit the "Pre-fill activity history custom fields from the following lists" | 6. Edit the "Pre-fill activity history custom fields from the following lists" | ||
Revision as of 19:30, 18 December 2018
<translate>= How to Display Searchable Call List Columns in Activity Forms = For call centers that conduct calling campaigns, it is often desirable to display some of the data from calling list records in the agents’ Web Screen Pop activity forms.
In this article, you will learn how to display searchable calling list columns in Web Screen Pop activity forms in Agent Desktop
Procedure
Step 1: Create a Call List with Searchable Fields
To begin, you will need to create and upload a calling list in section Lists. In the list import wizard, Fields screen, list columns must be marked as searchable. Note that call list fields cannot be marked as searchable after they have been uploaded, so it is very important not to miss this step!
Step 2: Connect the Call List to a Campaign
After creating your call list, you will need to associate it with a campaign. This can be done in section Lists by clicking add in the Campaigns setting.
Step 3: Create Custom Activity History Fields
Next, you will need to create custom Activity History fields. This is done in section Custom Fields > Activity History. In configuring this your custom fields, make sure to mark them as searchable.
Step 4: Create a Form with the Custom Activity History Fields
4. Add the custom activity fields to a form in a Data Field (Activity History)
Step 5: Define Search Grid Columns
8. Finally, back in Forms > Activity > "Search grid columns," you can add the form field with the associated custom field content
Step 6: Map the Custom Activity History Fields to the Call List Fields
5. Go back to the blended campaign > Activity Tab 6. Edit the "Pre-fill activity history custom fields from the following lists" 7. From here, you will have the option to associate the custom field with the list field
1. Let's say you create a custom form with custom fields. 2. Form is assigned to a blended campaign 3. form fields are associated with the list columns 4. both form fields and list columns are set to be searchable 5. The form fields can be text for example and have to be associated with list columns in campaign settings.
7. You would need to configure the mapping between activity history custom fields and the list columns. 8. Please also make sure list fields are searchable, this can be configured while importing the list.
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