Contents
How do I create an iWD spreadsheet template to download?
To create and download a template
- 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.
- Refine your selection by working with the attributes listed in the left column. You can delete them individually. Note that CaptureID is protected—you can't select it.
- When your attributes list is complete and correctly ordered, select one of the download options—either .CSV, .XLS or .XLSX.
Note: 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.
Watch this short demo.
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 |
Type |
Interaction |
---|---|---|---|---|
Extended Attributes | ||||
Customer |
CustomerSegment |
customer |
String |
customer |
Customer ID |
CustomerId |
customerId |
String |
customerId |
Product |
Product |
product |
String |
product |
Subproduct |
Product |
sourceProduct |
String |
product |
TOS Tenant |
SourceTenant |
sourceTenant |
String |
sourceTenant |
TOS Process |
Source |
sourceProcess Type |
String |
source |
TOS |
SourceProcess |
sourceProcess |
String |
sourceProcess |
TOS First |
SourceFirst |
sourceFirst |
Timestamp |
sourceFirst |
TOS Created D/T |
SourceCreated |
sourceCreated |
Timestamp |
sourceCreated |
TOS Due D/T |
SourceDue |
sourceDueDateTime |
Timestamp |
sourceDue |
Requested |
Requested |
requested |
String |
requested |
Requested |
RequestedSkill |
requested |
String |
requested |
Requested |
Requested |
requested |
String |
requested |
Requested |
Requested |
requested |
String |
requested |
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.
See also: