Bright Pattern Search Object
The Bright Pattern Search Object block finds an existing object in the database. Note this block will replace the Retrieve Internal Record block starting from version 5.2.2 of Bright Pattern Contact Center software.
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.
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
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 or Number from the first drop-down menu. For both of these options, you may then select Equal, Empty, or Not empty from the second drop-down menu. If you select Equal, a field will appear and you will have the option to enter a text or variable item.
Company
To search by company, select ID, Name, or URL from the first drop-down menu. For all these options, you may then select Equal, Empty, or Not empty from the second drop-down menu. If you select 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 or Phone from the first drop-down menu. For all these options, you may then select Equal, Empty, or Not empty from the second drop-down menu. If you select 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, or ID from the first drop-down menu. For all these options, you may then select Equal, Empty, or Not empty from the second drop-down menu. If you select 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
This is the text associated with the name of the recordset.