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How do I create an iWD spreadsheet template to download?

To create and download a template

IWDWeb Templates.png

  1. Select core, extended, and custom attributes for your spreadsheet template. These attributes will form the column headings in downloaded spreadsheets that are based on the template you are creating.
  2. Refine your selection by working with the attributes listed in the left column. You can re-order them by drag-and-drop, or delete them either in groups or individually. Note that CaptureID is protected—you can't select it.
  3. When your attributes list is complete and correctly ordered, select one of the download options—either .CSV, .XLS or .XLSX.
Important
An iWD Web application reads the values for priority, process_id and department_id from corresponding fields in its [ixn] configuration section when files are uploaded using the Web interface. Any values in imported spreadsheet files for these attributes will be ignored.

Task attributes details

Label

Task Attribute

Column Name in Interactions Table

Type

Interaction Attached Data Key

Core Attributes

Capture ID (protected)

CaptureId

external_id

String

ExternalId

Department ID

DepartmentId

IWD_departmentId

String

IWD_departmentId

Process ID

ProcessId

IWD_processId

String

IWD_processId

Channel

Channel

IWD_channel

String

IWD_channel

Category

Category

IWD_category

String

IWD_Category

Media Type

mediaType

media_type

String

MediaType

Created D/T

CreatedDateTime

received_at

Timestamp

ReceivedAt

Task Due D/T

DueDateTime

IWD_dueDateTime

Timestamp

IWD_dueDateTime

Priority

Priority

priority

Integer

Priority

Business Value

BusinessValue

IWD_businessValue

Integer

IWD_businessValue

Extended

Label

Task Attribute

Column Name
in Interactions Table
IWD_ext +...

Type

Interaction
Attached Data Key
IWD_ext +...

Extended Attributes

Customer
Segment

CustomerSegment

customer
Segment

String

customer
Segment

Customer ID

CustomerId

customerId

String

customerId

Product

Product
Type

product
Type

String

product
Type

Subproduct

Product
Subtype

sourceProduct
Subtype

String

product
Subtype

TOS Tenant

SourceTenant

sourceTenant

String

sourceTenant

TOS Process

Source
ProcessType

sourceProcess Type

String

source
ProcessType

TOS
Subprocess

SourceProcess
Subtype

sourceProcess
SubType

String

sourceProcess
Subtype

TOS First
Created D/T

SourceFirst
CreatedDateTime

sourceFirst
CreatedDT

Timestamp

sourceFirst
CreatedDate Time

TOS Created D/T

SourceCreated
Date Time

sourceCreated
DateTime

Timestamp

sourceCreated
DateTime

TOS Due D/T

SourceDue
DateTime

sourceDueDateTime

Timestamp

sourceDue
DateTime

Requested
Agent

Requested
Agent

requested
Agent

String

requested
Agent

Requested
Skill

RequestedSkill

requested
Skill

String

requested
Skill

Requested
Agent Group

Requested
Agent Group

requested
AgentGroup

String

requested
AgentGroup

Requested
Place Group

Requested
Place Group

requested
PlaceGroup

String

requested
PlaceGroup

Custom

The Custom Attributes column does two things:

  • Displays for selection any iWD Custom Attribute created using the Configuring Custom Attributes procedure.
  • Lets you define a new Custom Attribute (a comma-separated key-value pair list) in your spreadsheet. These newly defined custom attributes will also appear in the Task Details GTL per the example below.

IWDWebCustAttrGTL.png


See also:

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This page was last modified on October 9, 2018, at 05:51.