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<translate>= How to Display Searchable Call List Columns in Activity Forms = For call centers that conduct calling campaigns, it is often desirable to display some of the data from calling list records in the agents’ Web Screen Pop activity forms.

In this article, you will learn how to display searchable calling list columns in Web Screen Pop activity forms in Agent Desktop

List records in Agent Desktop

Procedure

Step 1: Create a Call List with Searchable Fields

To begin, you will need to create and upload a calling list in section Lists. In the list import wizard, Fields screen, list columns must be marked as 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!

Mark the appropriate fields as "Searchable"

Step 2: Connect the Call List to a Campaign

After creating your call list, you will need to associate it with a campaign. This can be done in section Lists by clicking add in the Campaigns setting.

Step 3: Create Custom Activity History Fields

Next, you will need to create custom Activity History fields. This is done in section Custom Fields > Activity History. In configuring this your custom fields, make sure to mark them as searchable.

Create custom Activity History fields

Step 4: Create a Form with the Custom Activity History Fields

4. Add the custom activity fields to a form in a Data Field (Activity History)

Add the custom Activity History fields to the form

Step 5: Define Search Grid Columns

8. Finally, back in Forms > Activity > "Search grid columns," you can add the form field with the associated custom field content

Configuring "Search grid columns"

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

5. Go back to the blended campaign > Activity Tab 6. Edit the "Pre-fill activity history custom fields from the following lists" 7. From here, you will have the option to associate the custom field with the list field

Map the form fields to the call list fields

1. Let's say you create a custom form with custom fields. 2. Form is assigned to a blended campaign 3. form fields are associated with the list columns 4. both form fields and list columns are set to be searchable 5. The form fields can be text for example and have to be associated with list columns in campaign settings.

7. You would need to configure the mapping between activity history custom fields and the list columns. 8. Please also make sure list fields are searchable, this can be configured while importing the list.

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