Latest revision as of 04:02, 29 May 2024

• 5.19 • 5.3 • 5.8

How to Display Call List Columns in Activity Forms

For call centers that conduct calling campaigns, it is desirable to display some of the data from calling list records in the screenpop activity form. In this article, you learn how to display searchable calling list columns in activity forms in Agent Desktop.

Searchable call list records in Agent Desktop

Prerequisites

Note that you should have familiarity with configuring forms. For more information, see the Form Builder Guide, section Form Builder Overview. Additionally, you should have familiarity with the Scenario Builder application, as this article describes screenpop functionality; in order for screenpop to work, your campaign's voice scenario must include the Web Screen Pop block.

Procedure

Step 1: Create a Call List

Create and upload a calling list in section Lists.

Mark the appropriate fields as "Searchable"

Step 2: Connect the Call List to a Campaign

Associate your call list with a campaign. Do this in section Lists by clicking add in the Campaigns setting.

A call list connected to a campaign

Step 3: Create Custom Activity History Fields

Create custom Activity History fields. Do this in section Custom Fields > Activity History. Note: When configuring custom fields, make sure to mark them as searchable, otherwise they will not show up in a search.

Step 4: Create an Activity Form Containing the Custom Activity History Fields

Create an activity form that includes the custom Activity History fields. Do this by adding a control to a form that contains the data field configuration option (e.g., text, phone number, checkbox, etc.). From the data field, select the custom Activity History field; this action maps the custom Activity History fields to the activity form fields the agents will work with.

Add the custom Activity History fields to the form

Configuring "Search grid columns"

Step 5: Enable Screenpop for the Activity Form

In section Services & Campaigns > Activity tab, configure the setting "Enable screenpop activity form". Click the add/edit button to select the activity form you created. This setting allows the form you created to pop to the agent during an interaction.

As a reminder, the voice scenario associated with this campaign must contain the Web Screen Pop block in order for the activity form to pop to the agent.

Enable screenpop for the activity form

Step 6: Map the Custom Activity History Fields to the Call List Fields

The final step is the most important: connect the call list fields to the custom Activity History fields. Also located in section Services & Campaigns > Activity tab, you will configure the setting "Pre-fill activity history custom fields from the following lists". Clicking the Edit button opens a menu where you can map the call list columns to the custom Activity History fields.

Map the form fields to the call list fields

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@@ Line 1: / Line 1: @@
-<translate>= How to Display Searchable Call List Columns in Activity Forms = <!--T:1-->
+= How to Display 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’ [[Contact-center-administrator-guide/ActivityTab#Enable_screenpop_activity_form|screenpop activity form]]. In this article, you will learn how to display searchable calling list columns in activity forms in Agent Desktop
+For call centers that conduct [[Contact-center-administrator-guide/ServicesandCampaignsOverview|calling campaigns]], it is desirable to display some of the data from [[contact-center-administrator-guide/Lists|calling list records]] in the [[Contact-center-administrator-guide/ActivityTab#Enable_screenpop_activity_form|screenpop activity form]]. In this article, you learn how to display searchable calling list columns in activity forms in Agent Desktop.
-<!--T:2-->
 [[File:01-Calling-List-Results-Agent-Desktop-53.png|800px|thumb|center|Searchable call list records in Agent Desktop]]
-== Prerequisites == <!--T:3-->
+== Prerequisites ==
 Note that you should have familiarity with configuring forms. For more information, see the ''Form Builder Guide'', section [[Form-builder-reference-guide/FormBuilderOverview|Form Builder Overview]]. Additionally, you should have familiarity with the Scenario Builder application, as this article describes screenpop functionality; in order for screenpop to work, your campaign's voice scenario must include the [[Scenario-builder-reference-guide/WebScreenPop|Web Screen Pop]] block.
-== Procedure == <!--T:4-->
+== Procedure ==
-=== Step 1: Create a Call List with Searchable Fields ===
+=== Step 1: Create a Call List ===
-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''': Call list fields cannot be marked as searchable after they have been uploaded, so it is very important not to miss this step!
+Create and upload a calling list in section [[Contact-center-administrator-guide/Lists#List_Import|Lists]].
-<!--T:5-->
 [[File:02-Calling-List-Searchable-Fields-53.png|650px|thumb|center|Mark the appropriate fields as "Searchable"]]
-=== Step 2: Connect the Call List to a Campaign === <!--T:6-->
+=== 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.
+Associate your call list with a [[Contact-center-administrator-guide/ServicesandCampaignsOverview|campaign]]. Do this in section Lists by clicking '''add''' in the ''Campaigns'' setting.
-<!--T:7-->
 [[File:Calling-List-Connect-to-a-Campaign-53.PNG|650px|thumb|center|A call list connected to a campaign]]
-=== Step 3: Create Custom Activity History Fields === <!--T:8-->
+=== 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]]. '''Note''': When configuring your custom fields, make sure to mark them as [[Contact-center-administrator-guide/CustomFields#Searchable_4|searchable]], otherwise they will not show up in a search.
+Create custom Activity History fields. Do this in section [[Contact-center-administrator-guide/CustomFields#Activity_History|Custom Fields > Activity History]]. '''Note''': When configuring custom fields, make sure to mark them as [[Contact-center-administrator-guide/CustomFields#Searchable_4|searchable]], otherwise they will not show up in a search.
-<!--T:9-->
 <!--
 [[File:03-Custom-Fields-Activity-History-53.png|650px|thumb|center|Create custom Activity History fields]]-->
-=== Step 4: Create an Activity Form Containing the Custom Activity History Fields === <!--T:10-->
+=== Step 4: Create an Activity Form Containing the Custom Activity History Fields ===
-Next, you will need to create an [[Contact-center-administrator-guide/ActivityForms|activity form]] that includes the custom Activity History fields. To do this, add a control to a form that contains the  [[Form-builder-reference-guide/Text#Data_field|data field]] configuration option (e.g., [[Form-builder-reference-guide/Text|text]], [[Form-builder-reference-guide/PhoneNumber|phone number]], [[Form-builder-reference-guide/Checkbox|checkbox]], etc.). From the data field, you can select the custom Activity History field; taking this action maps the custom Activity History fields to the activity form fields the agents will work with.
+Create an [[Contact-center-administrator-guide/ActivityForms|activity form]] that includes the custom Activity History fields. Do this by adding a control to a form that contains the  [[Form-builder-reference-guide/Text#Data_field|data field]] configuration option (e.g., [[Form-builder-reference-guide/Text|text]], [[Form-builder-reference-guide/PhoneNumber|phone number]], [[Form-builder-reference-guide/Checkbox|checkbox]], etc.). From the data field, select the custom Activity History field; this action maps the custom Activity History fields to the activity form fields the agents will work with.
-<!--T:11-->
 [[File:04-Custom-Fields-Activity-History-in-Activity-Form-53.png|650px|thumb|center|Add the custom Activity History fields to the form]]
-=== Step 5: Define Search Grid Columns === <!--T:12-->
-Back in section [[Contact-center-administrator-guide/ActivityForms|Forms > Activity]], you will need to configure [[Contact-center-administrator-guide/ActivityForms#Search_grid_columns|"Search grid columns"]]; this setting is where you define what activity form fields are searchable when the activity form pops. Additionally, you may choose how the search results are displayed (e.g., ascending, descending, etc.).
-<!--T:13-->
 [[File:Search-Grid-Columns-53.PNG|650px|thumb|center|Configuring "Search grid columns"]]
-=== Step 6: Enable Screenpop for the Activity Form === <!--T:14-->
+=== Step 5: Enable Screenpop for the Activity Form ===
-In section [[Contact-center-administrator-guide/ActivityTab|Services & Campaigns > Activity tab]], you will need to configure the setting [[Contact-center-administrator-guide/ActivityTab#Enable_screenpop_activity_form|"Enable screenpop activity form"]]. Click the '''add/edit''' button to select the activity form you created. This setting allows the form you created to pop to the agent during an interaction.
+In section [[Contact-center-administrator-guide/ActivityTab|Services & Campaigns > Activity tab]], configure the setting [[Contact-center-administrator guide/ActivityTab#Enable_screenpop_activity_form|"Enable screenpop activity form"]]. Click the '''add/edit''' button to select the activity form you created. This setting allows the form you created to pop to the agent during an interaction.
-<!--T:15-->
 As a reminder, the [[Contact-center-administrator-guide/Voice|voice scenario]] associated with this campaign must contain the [[Scenario-builder-reference-guide/WebScreenPop|Web Screen Pop]] block in order for the activity form to pop to the agent.
-<!--T:16-->
 [[File:06-Enable-Screenpop-Form-53.PNG|650px|thumb|center|Enable screenpop for the activity form]]
-=== Step 7: Map the Custom Activity History Fields to the Call List Fields === <!--T:17-->
+=== Step 6: Map the Custom Activity History Fields to the Call List Fields ===
-The final step in the procedure is the most important: connect the call list fields to the custom Activity History fields. Also located in section [[Contact-center-administrator-guide/ActivityTab|Services & Campaigns > Activity tab]], you will configure the setting [[Contact-center-administrator-guide/ActivityTab#Pre-fill_form_fields_from_the_following_lists|"Pre-fill activity history custom fields from the following lists"]]. Clicking the '''Edit''' button opens a menu where you can map the call list columns to the custom Activity History fields.
+The final step is the most important: connect the call list fields to the custom Activity History fields. Also located in section [[Contact-center-administrator-guide/ActivityTab|Services & Campaigns > Activity tab]], you will configure the setting [[Contact-center-administrator-guide/ActivityTab#Pre-fill_form_fields_from_the_following_lists|"Pre-fill activity history custom fields from the following lists"]]. Clicking the '''Edit''' button opens a menu where you can map the call list columns to the custom Activity History fields.
-<!--T:18-->
 [[File:Pre-Fill-Activity-History-Custom-Fields-From_List-53.PNG|650px|thumb|center|Map the form fields to the call list fields]]
-</translate>

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