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== Overview ==
Queue Management is the outbound process of stacking queueing up the records to be contacted.
When there are many combinations of queues different types of records to be executed 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 creation population of the queue stack.
There are a number of steps to building the MetaData Program
# Create a Program
# Create a Sequence
# Create as many rules as Outcome + Attempt 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 needed, longer names can be exceptionally helpful reminders. === Create a Program === ''Main Menu > MetaData > Program Management > Program - Add > You only need to give it a name and click "Add Program"''
=== Create a Sequence ===
This is a processing only rule so
''Main Menu > MetaData > Process Management > Process - Create Rule > Lookup your sequence and select it > ''
Area : Should be process and not changeable
Engine : CrossDatabase - CrossDatabase_Update_Simple
Full Rule:
Parameters are separated by <syntaxhighlight lang="html4strict">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-]]</syntaxhighlight>
You will also need to modify the 1 in parameter 6 to the Id of the form you want to change.
<syntaxhighlight lang="html4strict">
== Rule Details = 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. === 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. == Notes ==
Parameter 5 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 '' ).
'''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
== 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.
* https://ww3.allnone.ie/client/client_demo/metadata/userProgram-execute.asp?ID=X
== Reference Notes ==
=== 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
=== Full Rule Layout ===
<syntaxhighlight lang="html4strict">
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-]]
</syntaxhighlight>
=== Full Example Rule ===
<syntaxhighlight lang="html4strict">
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-]]
</syntaxhighlight>