Creating hierarchy qualification prompt

上次更新时间 : Nov 27, 2024 |

About this task

With the hierarchy qualification prompt, you can create a customized report filter using attributes and attribute elements from:

  • A specific hierarchy

    For example, you can select agents with a specific skill from an agent group hierarchy.

  • All hierarchies in the project

    For example, you can select agents with different skills from an agent group hierarchy.

  • Specific hierarchies returned by a search object

Note:

While running a report or dossier, hierarchical or cascaded prompts remain available in the Available list even after you move them to the Selected list.

Procedure

  1. Log in to Analytics for Avaya Experience Platform™ Public Cloud.
  2. Click Historical Reporting.
  3. Click Create  > New Prompt > Hierarchy Qualification Prompt.
  4. On the Definition tab, in the Reduce the number of hierarchies available at run time area, select one of the following:

    • All hierarchies: To choose all hierarchies.

    • Choose a hierarchy: To choose a hierarchy from the list, click Select Hierarchy, choose a hierarchy from the available list, and click OK.

    • Use a predefined list of hierarchies: To add the required hierarchies to a predefined list, click Add, move the required hierarchies from the available list to the selected list, and click OK.

    • Use the result of a search object: To use the search object results to choose the hierarchies, click Select Search.

  5. On the General tab, do the following:
    1. In the Title field, type the title.
    2. In the Instructions field, type the instructions for the hierarchy qualification prompt.
    3. If the user input is mandatory, select the Prompt answer required check box.
    4. To define the minimum number of qualifications, select the Minimum number of qualifications check box and type the minimum number.
    5. To define the maximum number of qualifications, select the Maximum number of qualifications check box and type the maximum number.
  6. On the Style tab, select the required style specifications.
  7. On the Qualification tab, select the required expressions and conditions.
  8. Click the Save icon.
  9. In the Name field, type a name for the prompt.
  10. In the Description field, type the description for the prompt.
  11. Navigate to the appropriate location, and click OK.