MetaData Queue Management
From All n One's bxp software Wixi
Contents
1 Overview
Queue Management is the outbound process of queueing up the records to be contacted.
When there are many combinations of different types of records to be processed in specific orders, a MetaData program allows numerous queue instructions to be lined up with a single button click.
This use of MetaData allows easy population of the queue.
2 Build Sequence
Preparation
- Firstly identify the "Outcome" and the "Number of Attempts" that you want executed. We calls these Outcome + Attempt from here out.
- Order them in the sequence you want them performed.
There are a number of steps to building the MetaData Program
- Create a Program
- Create a Sequence
- Create the outcome management rule
- Add the Sequence to the Program
Please remember in all steps to use long meaningful names where possible. When you come back to edit your rules, longer names can be exceptionally helpful reminders.
2.1 Create a Program
Main Menu > MetaData > Program Management > Program - Add > You only need to give it a name and click "Add Program"
2.2 Create a Sequence
Main Menu > MetaData > Sequence Management > Sequence - Create >
Name: Give it a meaningful name you'll remember and that is distinct.
Primary Campaign: Choose the Form you need to process data in.
For this process you do not need to fill in any further values. Go to the bottom and click "Add Sequence"
2.3 Create the outcome management rule
This is a processing only rule so
Main Menu > MetaData > Process Management > Process - Create Rule > Lookup your sequence and select it >
Sequence : Should have your selected sequence
Area : Should be process and not changeable
Notes : Add as many reminders and textual notes as you need. The more the better. It is not a bad idea to put the outcomes and attempts in here for your own reference later on.
Engine : CrossDatabase - CrossDatabase_Update_Simple
Full Rule:
In this example we are going to queue up
- Outcome - Attempt
- Outcome 1[-X-]1[-Y-]
- Outcome 2[-X-]1[-Y-]
- Outcome 3[-X-]1[-Y-]
- Outcome 4[-X-]3[-Y-]
- Outcome 5[-X-]2[-Y-]
- Outcome 6[-X-]1[-Y-]
[[-SEP-]]
You will also need to modify the 1 in parameter 6 to the Id of the form you want to change.
CrossDatabase_Update_Simple[[-SEP-]]campaign[[-SEP-]]strCampaign_Outcome[[-SEP-]]Outcome 1[-X-]1[-Y-]Outcome 2[-X-]1[-Y-]Outcome 3[-X-]1[-Y-]Outcome 4[-X-]3[-Y-]Outcome 5[-X-]2[-Y-]Outcome 6[-X-]1[-Y-][[-SEP-]]intCampaign_Id[[-SEP-]]1[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]
2.4 Add the Sequence to the Program
Main Menu > MetaData > Process Management > Process - Sequence add > Lookup your program and select it > Tick the sequence you created to add to your program
Click "Continue" when you're ready.
2.5 Run the Program
Main Menu > MetaData > Process Management > Process - Execute > Lookup your program and select it >
If you leave the drop down list at False... nothing will execute but the system will test if the program should work.
Set the drop down list to True... and click Execute the Program Below ... and your Queue should change.
3 Notes
When this MetaData rule is executed the current outbound record stack will be removed, this will not affect the data in the records. The Metadata rule will then insert the new call stack(Parameter 5 in the rule).
Parameter 4 is broken down into the following way Outcome 1[-X-]Number of attempts[-Y-]Outcome 2[-X-]Number of attempts[-Y-]. The outcomes that are mentioned in the rule must be exact otherwise bxp will not add the records to the call stack.
The best way to get the exact wording of the outcome is to copy and paste it out of the edit an outcome page in bxp ( Main Menu > Form Management > Form - Outbound Manager > Outcome - Edit ).
Once the MetaData rule has finished executing the outbound record stack will be updated to the new order that MetaData program was instructed to set it to, to view the new outbound record stack navigate to the following system location
Main Menu > Outbound Contact > Queue Management > View Contact Queue
Any agent that is then performing outbound calls will be presented with records from the database that are a part of the outcome(s) and number of attempts group that is currently been working on
4 Usage
Once the program has been built it can be called quickly pointing to the following URL
You must replace client_demo with your system name
You must replace the X at the end of the URL with the Program ID.
5 Reference Notes
5.1 Rule Parameters
- MetaData Rule -- CrossDatabase_Update_Simple
- DB Table Name -- Campaign
- Field To Update -- strCampaign_Outcome
- Value To Insert -- Outcome 1[-X-]Number of attempts[-Y-]Outcome 2[-X-]Number of attempts[-Y-]Outcome 3[-X-]Number of attempts[-Y-]
- Field To Match On -- intCampaign_Id
- Value To Match With -- This is the id of the form that you wish to reset the contact queue for
5.2 Full Rule Layout
MetaData Rule[[-SEP-]]DB Table Name[[-SEP-]]Field To Update[[-SEP-]]Value To Insert[[-SEP-]]Field To Match On[[-SEP-]]Value To Match With[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]
5.3 Full Example Rule
CrossDatabase_Update_Simple[[-SEP-]]campaign[[-SEP-]]strCampaign_Outcome[[-SEP-]]Outcome 1[-X-]1[-Y-]Outcome 2[-X-]1[-Y-]Outcome 3[-X-]1[-Y-]Outcome 4[-X-]3[-Y-]Outcome 5[-X-]2[-Y-]Outcome 6[-X-]1[-Y-][[-SEP-]]intCampaign_Id[[-SEP-]]1[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]
