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

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m (Text replacement - "\|Platforms?=([^\|]*)PureCloud([\|]*)" to "|Platform=$1GenesysCloud$2")
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|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
  
*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
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*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in Genesys Cloud:]
 
**'''Architect''' > '''Flow''' > '''Search'''  
 
**'''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)
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*In Altocloud, is the action map that uses the Architect flow action {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Activate_inactivate|display text=active}}?
 
*In Altocloud, is the action map that uses the Architect flow action {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Activate_inactivate|display text=active}}?
*In PureCloud:
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*In Genesys Cloud:
**Is the PureCloud integration that is assigned to the Architect flow action {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=PCConfigure|display text=active}}?
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**Is the Genesys Cloud integration that is assigned to the Architect flow action {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=PCConfigure|display text=active}}?
**Are the PureCloud data actions published?
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**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 12:05, July 15, 2020

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 Altocloud, 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?
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