Alerts in IC agent Business role using marketing Attributes

[Former Member]

Hi Experts,

We need to create a Markeitng attribute say Email : Value : YES/NO, and this has to be maintinted in the BP. Once IC agent receives a Call and search for the account and confrims the Account, a Aleart should be trigger stating Email value Yes is maintained.

We tried creating an Alert in the alerts by selecting the BPIDENT :A IC Account identification screen. But it is not working.

Please share your thoughts how to do this.

Regards,

Karthik

[VishnAndr · Accepted solution]

Hello, Karthik.

Alerts are just alerts. Something is needed to trigger them.

So in general you should process in two steps:

1. Create an alert with some text (in your case: 'Email value Yes is maintained', Yes should be dynamical).

2. Create an IDI rule policy for your business role and event BPConfirmed Business Partner Confirmed. And make a rule under this policy which states If current event eq BPConfirmed then you need to trigger an alert defined on step 1.

Alternative way is to create two alerts:

'Email value Yes is maintained'

'Email value No is maintained'

and in your rule policy create two rules:

one if attribute is Yes then trigger first alert.

second if attribute is No then trigger second alert.

Hope this will help you.

PS: BTW, adding BPIDENT :A to the alert makes the alert navigatable. So it will be displayed as a link and clickable. On click system will navigate you to the mentioned destination (BPIDENT:A).

[Former Member · Accepted solution]

Hi Andrei,

As adviced we have created a alert, we have left the Navigation object type/action Blank to create a Aleart and maintained Currrent business Partner and Customer Last name and we have mainted a Message.

As mentioned : Create an IDI rule policy for your business role and event BPConfirmed Business Partner Confirmed. And make a rule under this policy which states If current event eq BPConfirmed then you need to trigger an alert defined on step 1

But Email value would be maintained as an Marketing attribute in the BP, which would have values YES or NO. so in each BP these Marketing attributes will be maintained.

Now when we confirm the account in Ic, system has to check the Marketing attribute whether the  Value "YES" has been maintained.  If the Marketing attribute YES is there in the BP, then the Alert should be triggred.

Please let me know whether this can be acheived in the standard. When we do the steps also no alert is displayed for the BP. Are we missing any config.

Thanks for your knowledge sharing.

Cheers.

Karthik

[VishnAndr · Accepted solution]

Hello, Karthik.

To add your own attribute to alerts please refer number of materials available on the Web and particularly on SCN. For instance:

Complete guide for configuring and adding custom Alerts in the header of the IC Webclient

Enhanced IC Webclient Alerts

Hope this will help you.

[Former Member]

Hello Karthik.,

Hope you created rule policy under the Intent driven interraction context.

Within the rule policy make sure your rule has a condition and action setup. Activate your rule.

Condition If Marketing attribute is "Y" and

Event " BP confirmed"

Action would be like "Trigger Alert"

IF this is done, the alert should trigger.

Regards

Raj