Hi, I'm writing a call center app. I have two...

(יעל שחם-גפני) #1

Hi, I’m writing a call center app. I have two tables:

(1) customers table with data about customers including phone number, etc. (2) call progress table that has a reference to a customer, and the status (called, no answer, busy)

I have a detail view on the customers table where the app user can make a call. I want to create an action that updates the progress table from the customers table detail view.

I cant seem to figure out how to do this :frowning: anyone have an idea?

(Sebastian Avila) #2

HI! how did you managed to assing an ID to the costumer? Curently i´m using a macros to generate an automatic number but it´s not working as i intended.

(Aleksi Alkio) #3

You can use expression UNIQUEID() which will generate an unique 8-digit value.

(יעל שחם-גפני) #4

@Aleksi_Alkio Thanks, this worked. Is there a way to automatically save the form without showing it to the user? and then also sync automatically. I want to minimize the user interaction… just click the button and go to the next person they need to call. I’ll explain what I need it for: the app user calls the next customer, and then can update the progress with this customer to one of: “No answer”, “line busy”, “call performed”. There is no need for the app user to see the progress data form.

(Aleksi Alkio) #5

You can set sync options “Delayed sync” and “Automatic updates” to ON. You can find them from Behavior > Offline/Sync.

(Aleksi Alkio) #6

You need to use LINKTOFORM action which can read customer ID from the detail view.