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| − | + | = Bright Pattern Update Object = | |
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[[File:Bright-Pattern-Update-Object-522.PNG|225px|Bright Pattern Update Object workflow block]] | [[File:Bright-Pattern-Update-Object-522.PNG|225px|Bright Pattern Update Object workflow block]] | ||
| − | + | The ''Bright Pattern Update Object'' block updates an existing object in the database. The allowed object types are Case, Contact, and Company. | |
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| − | The '' | ||
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== Settings == | == Settings == | ||
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=== Title text === | === Title text === | ||
| − | + | The name of the instance of the block. | |
=== Object type === | === Object type === | ||
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==== Case Settings ==== | ==== Case Settings ==== | ||
| − | + | ===== Record Id ===== | |
| − | ===== Record | + | The database record case ID. |
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===== Case title ===== | ===== Case title ===== | ||
| − | + | The text associated with the case title. | |
===== Category name ===== | ===== Category name ===== | ||
The category names that have been configured in the Contact Center Administrator application, section ''Case & Contact Management > Case Categories > Add new'', will appear here in the drop-down menu. These category names are the same set as in the [[Workflow-builder-reference-guide/BrightPatternCreateObject | Bright Pattern Create Object]] block. | The category names that have been configured in the Contact Center Administrator application, section ''Case & Contact Management > Case Categories > Add new'', will appear here in the drop-down menu. These category names are the same set as in the [[Workflow-builder-reference-guide/BrightPatternCreateObject | Bright Pattern Create Object]] block. | ||
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| + | ===== Priority ===== | ||
| + | Updates an existing case object with the priority level set in this field. This setting is optional. | ||
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| + | ===== Pending reason ===== | ||
| + | Updates an existing case object with the pending reason set in this field. This setting is optional. | ||
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| + | ===== New status ===== | ||
| + | Updates an existing case object with the status set in this field. This setting is optional. | ||
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| + | ===== Reporter contact ID ===== | ||
| + | Updates an existing case object with the reporter contact ID set in this field. This setting is optional. | ||
===== Custom Case Fields ===== | ===== Custom Case Fields ===== | ||
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==== Contact Settings ==== | ==== Contact Settings ==== | ||
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===== Record ID ===== | ===== Record ID ===== | ||
| − | + | The database record contact ID. | |
===== First name ===== | ===== First name ===== | ||
| − | + | The text associated with the first name of the contact. | |
===== Last name ===== | ===== Last name ===== | ||
| − | + | The text associated with the last name of the contact. | |
===== Title ===== | ===== Title ===== | ||
| − | + | The text associated with the title of the contact. | |
===== Position ===== | ===== Position ===== | ||
| − | + | The text associated with the position of the contact. | |
===== Summary ===== | ===== Summary ===== | ||
| − | + | The text associated with the summary of the contact. | |
===== Segment ===== | ===== Segment ===== | ||
| − | + | The text associated with the segment of the contact. | |
| − | ===== | + | ===== Date of Birth ===== |
| − | + | The text associated with the age and date of birth of the contact. | |
===== Company ID ===== | ===== Company ID ===== | ||
| − | + | The ID of the company record. | |
===== Emails ===== | ===== Emails ===== | ||
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==== Company Settings ==== | ==== Company Settings ==== | ||
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===== Record ID ===== | ===== Record ID ===== | ||
| − | + | The database record company ID. | |
===== Company name ===== | ===== Company name ===== | ||
| − | + | The text associated with the company name. | |
===== Web URL ===== | ===== Web URL ===== | ||
| − | + | The text associated with the web URL of the company. | |
===== Revenue ===== | ===== Revenue ===== | ||
| − | + | The text associated with the revenue of the company. | |
===== Employees ===== | ===== Employees ===== | ||
| − | + | The text associated with the number of employees in the company. The allowed range is from 0 to 2,147,483,647. | |
===== Custom Company Fields ===== | ===== Custom Company Fields ===== | ||
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| + | == Conditional Exits == | ||
| + | === Failed === | ||
| + | The ''Failed'' conditional exit is executed if the update 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 update criteria is found. | |
Latest revision as of 04:04, 29 May 2024
Bright Pattern Update Object
The Bright Pattern Update Object block updates an existing object in the database. The allowed object types are Case, Contact, and Company.
Settings
Title text
The name of the instance of the block.
Object type
The Object type drop-down menu allows you to choose the type of object you want to update in the internal database. You may choose Case, Contact, or Company. Depending on what object type is selected, the settings change as follows:
Case Settings
Record Id
The database record case ID.
Case title
The text associated with the case title.
Category name
The category names that have been configured in the Contact Center Administrator application, section Case & Contact Management > Case Categories > Add new, will appear here in the drop-down menu. These category names are the same set as in the Bright Pattern Create Object block.
Priority
Updates an existing case object with the priority level set in this field. This setting is optional.
Pending reason
Updates an existing case object with the pending reason set in this field. This setting is optional.
New status
Updates an existing case object with the status set in this field. This setting is optional.
Reporter contact ID
Updates an existing case object with the reporter contact ID set in this field. This setting is optional.
Custom Case Fields
Custom Case Fields that have been configured in Case & Contact Management > Custom Fields > Case will appear here; you may enter text items in these fields.
Contact Settings
Record ID
The database record contact ID.
First name
The text associated with the first name of the contact.
Last name
The text associated with the last name of the contact.
Title
The text associated with the title of the contact.
Position
The text associated with the position of the contact.
Summary
The text associated with the summary of the contact.
Segment
The text associated with the segment of the contact.
Date of Birth
The text associated with the age and date of birth of the contact.
Company ID
The ID of the company record.
Emails
When you click the add option, you may select the type of email from the drop-down menu (Primary, Business, or Private), then enter the email address. It is possible to add more than one type of email address; the order the emails are listed in is insignificant. Note: Gaps are not allowed (i.e. you must create the email with the index [0] if you want to populate the email with the index [1]).
Phones
When you click the add option, you may select the type of phone from the drop-down menu (Business, Home, Mobile, or Fax), then enter the phone number. It is possible to add more than one type of phone number; the order the numbers are listed in is insignificant. Note: Gaps are not allowed (i.e. you must create phone numbers with the index [0] if you want to populate the email with the index [1]).
Note the following for existing phone numbers:
- Existing phones in the contact are searched by phone number.
- If an existing phone is found, its type is updated.
- If an existing phone is not found, it is added to the list of phones in the contact list.
- There is no way to delete a phone number (or change a phone number) via the Bright Pattern Update Object block and must be done via Agent Desktop; deleting phone numbers is deemed too complex for this iteration of scenario block design.
Custom Contact Fields
Custom Contact Fields that have been configured in Case & Contact Management > Custom Fields > Contact will appear here; you may enter text items in these fields.
Company Settings
Record ID
The database record company ID.
Company name
The text associated with the company name.
Web URL
The text associated with the web URL of the company.
Revenue
The text associated with the revenue of the company.
Employees
The text associated with the number of employees in the company. The allowed range is from 0 to 2,147,483,647.
Custom Company Fields
Custom Company Fields that have been configured in Case & Contact Management > Custom Fields > Company will appear here; you may enter text items in these fields.
Conditional Exits
Failed
The Failed conditional exit is executed if the update 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 update criteria is found.