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| − | <translate>= How to Display Searchable Call List Columns in Activity Forms =
| + | #REDIRECT [[Form-builder-reference-guide/SearchableCallListColumns]] |
| − | 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]].
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| − | 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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| − | [[File:01-Calling-List-Results-Agent-Desktop-53.png|800px|thumb|center|List records in Agent Desktop]]
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| − | == Procedure ==
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| − | === Step 1: Create a Call List with Searchable Fields ===
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| − | 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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| − | [[File:02-Calling-List-Searchable-Fields-53.png|650px|thumb|center|Mark the appropriate fields as "Searchable"]]
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| − | === Step 2: Connect the Call List to a Campaign ===
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| − | 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.
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| − | === Step 3: Create Custom Activity History Fields ===
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| − | 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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| − | [[File:03-Custom-Fields-Activity-History-53.png|650px|thumb|center|Create custom Activity History fields]]
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| − | === Step 4: Create a Form with the Custom Activity History Fields ===
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| − | 4. Add the custom activity fields to a form in a Data Field (Activity History)
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| − | [[File:04-Custom-Fields-Activity-History-in-Activity-Form-53.png|650px|thumb|center|Add the custom Activity History fields to the form]]
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| − | === Step 5: Define Search Grid Columns ===
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| − | 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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| − | [[File:Search-Grid-Columns-53.PNG|650px|thumb|center|Configuring "Search grid columns"]]
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| − | === Step 6: Map the Custom Activity History Fields to the Call List Fields ===
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| − | 5. Go back to the blended campaign > Activity Tab
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| − | 6. Edit the "Pre-fill activity history custom fields from the following lists"
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| − | 7. From here, you will have the option to associate the custom field with the list field
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| − | [[File:Pre-Fill-Activity-History-Custom-Fields-From_List-53.PNG|650px|thumb|center|Map the form fields to the call list fields]]
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| − | 1. Let's say you create a custom form with custom fields.
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| − | 2. Form is assigned to a blended campaign
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| − | 3. form fields are associated with the list columns
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| − | 4. both form fields and list columns are set to be searchable
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| − | 5. The form fields can be text for example and have to be associated with list columns in campaign settings.
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| − | 7. You would need to configure the mapping between activity history custom fields and the list columns.
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| − | 8. Please also make sure list fields are searchable, this can be configured while importing the list.
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| − | </translate>
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