Bright Pattern Create Object
The Bright Pattern Create Object block inserts a new object into the internal contact database. The allowed object types are Case, Contact, Company, and Activity History.
Conditional Exit
The Bright Pattern Create Object block may take the Failed conditional exit.
Failed
The Failed conditional exit is executed if the creation operation failed.
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 create 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:
Case Settings
Case title
This is the text you would like associated with the case title.
Category name
The Category names that have been configured in section Case & Contact Management > Case Categories will appear here in a drop-down menu.
Priority
This field allows you to enter a text or variable item associated with the case's priority.
Reporter contact ID
This field allows you to enter a text or variable item associated with the the reporter contact ID (i.e., customer).
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.
Return variables
The Return variables settings allow entry of text or variable items in the form of Generate case numbers or Generated case IDs.
Generated case number
This is the variable item associated with the case number.
Generated case ID
This is the variable item associated with the case ID.
Contact Settings
First name
This is the text associated with the first name of the contact.
Last name
This is the text associated with the last name of the contact.
Title
This is the text associated with the title of the contact.
Position
This is the text associated with the position of the contact.
Summary
This is the text associated with the summary of the contact.
Segment
This is the text associated with the segment of the contact.
Date of birth
This is the text associated with the contact's date of birth.
Company ID
This is 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]).
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.
Return variables
The Return variables settings allow entry of text or variable items in the form of Generate record.
Generated record
This is the variable item associated with the contact record number.
Company Settings
Company name
This is the text associated with the company name.
Web URL
This is the text associated with the web URL of the company.
Revenue
This is the text associated with the revenue of the company.
Employees
This is the data associated with the employees of the company; the allowed range is from 0 to 2147483647.
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.
Return variables
The Return variables settings allow entry of text or variable items in the form of Generate record ID.
Generated record ID
This is the variable item associated with the contact record ID.
Activity History Settings
Notes
This is the text associated with activity history notes; notes are written on behalf of a party. The notes should support HTML links, bullets, and bold, italic, underline, and strikethrough text.
Disposition
This is the text associated with activity history dispositions; dispositions are written on behalf of a party.
Custom Activity History Fields
Custom Activity History Fields that have been configured in Case & Contact Management > Custom Fields > Activity History will appear here; you may enter text items in these fields.
Return variables
The Return variables settings allow entry of text or variable items in the form of Generate record ID.
Generated record ID
This is the variable item associated with the activity history record ID.