Difference between revisions of "ATC/Current/AdminGuide/Use the Architect flow with an action map"

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|Prereq='''Prerequisites'''
 
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*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:]
 
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:]
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**'''Architect''' > '''Flow''' > '''Search'''  
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**'''Architect''' > '''Flow''' > '''Search'''
 
**'''Journey''' > '''Event Type''' > '''View'''  (to configure an action map with an event trigger)
 
**'''Journey''' > '''Event Type''' > '''View'''  (to configure an action map with an event trigger)
 
**'''Journey''' > '''Action Map''' > '''Add''', '''Delete''', '''Edit''', and '''View'''
 
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#Select your Architect workflow and click '''Next'''.
 
#Select your Architect workflow and click '''Next'''.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=OverrideDefaultVariables|display text=Override default variables}} with user-specific data.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=OverrideDefaultVariables|display text=Override default variables}} with user-specific data.
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#Select {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions_and_action_maps|anchor=ConfigOrg|display text=when the Architect flow action will work}}.
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#Select when the Architect flow action will work.
 
#Click '''Finish'''.
 
#Click '''Finish'''.
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**Are the Genesys Cloud data actions published?
 
**Are the Genesys Cloud data actions published?
 
*In Architect, is the workflow {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=AFWorkflow|display text=saved and published}}?
 
*In Architect, is the workflow {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=AFWorkflow|display text=saved and published}}?
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Revision as of 15:12, November 19, 2020

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

Prepare action maps to use an Architect flow action.

Prerequisites

Use the Architect flow action with an action map

Important
You must have the Architect > Flow > Search permission in order to select an Architect flow action for an action map.
  1. Build an action map.
  2. Under Select action, click Configure.
  3. Click Architect flow and then click Next
  4. Select your Architect workflow and click Next.
  5. Override default variables with user-specific data.
  6. Select when the Architect flow action will work.
  7. Click Finish.

Override default variables

Each data action that the Architect flow calls contains variables which are not set by default. These are placeholders you can populate with user-specific data. For specific examples, see:

Go-live checklist

When you are ready to go live with your integration, verify the following items:

  • In Predictive Engagement, is the action map that uses the Architect flow action active?
  • In Genesys Cloud:
    • Is the Genesys Cloud integration that is assigned to the Architect flow action active?
    • Are the Genesys Cloud data actions published?
  • In Architect, is the workflow saved and published?
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Use_the_Architect_flow_with_an_action_map (2024-10-06 17:14:43)"
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