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

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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:]
**'''Architect''' > '''Flow''' > '''Search'''
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**'''Architect''' > '''Flow''' > '''Search''' (to select an Architect flow action for an action map)
 
**'''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'''
 
**'''Journey''' > '''Action Map''' > '''Add''', '''Delete''', '''Edit''', and '''View'''
 
|Section={{Section
 
|Section={{Section
|sectionHeading=Use the Architect flow action with an action map
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|sectionHeading=Link the Architect flow action to an action map
 
|anchor=ArchFlowActionMap
 
|anchor=ArchFlowActionMap
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
|image=AFIconBLUE.png
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|image=LinkArchitectFlow.png
|structuredtext={{NoteFormat|You must have the '''Architect''' > '''Flow''' > '''Search''' permission to select an Architect flow action for an action map.|}}
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|structuredtext=Link an Architect flow action to an action map. The action map defines the conditions that trigger the Architect flow. You can either create an action map to link the Architect flow to, or link it to an existing action map.
  
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=Create an action map}}.
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After selecting an Architect flow action for the action map, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=OverrideDefaultVariables|display text=override default variables}} with visitor-specific data. Then, specify when to activate the Architect flow action and the time period during which to use the Architect flow action. For more information about action maps, see [[Draft:ATC/Current/AdminGuide/About action maps|About action maps]].
#Under '''Select action''', click '''Configure'''.
 
#Click '''Architect flow''' and then 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 visitor-specific data.
 
#Select when you want the Architect flow action to work.
 
#Click '''Finish'''.
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=OverrideDefault.png
 
|image=OverrideDefault.png
|structuredtext=Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For specific examples, see:
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|structuredtext=Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFOverride|display text=Overrides for Salesforce Lead Creation and Campaign Attribution integration}}.
 
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFOverride|display text=Overrides for Salesforce Lead Creation and Campaign Attribution integration}}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Go-live checklist
 
|sectionHeading=Go-live checklist
 
|anchor=GoLiveChecklist
 
|anchor=GoLiveChecklist
|alignment=Horizontal
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|alignment=Vertical
|Media=Image
 
|image=Checklist.png
 
 
|structuredtext=When you are ready to go live with your integration, verify the following items:
 
|structuredtext=When you are ready to go live with your integration, verify the following items:
  

Revision as of 18:48, February 3, 2021

Prepare action maps to use an Architect flow action.

Prerequisites

Link the Architect flow action to an action map

Link an Architect flow action to an action map. The action map defines the conditions that trigger the Architect flow. You can either create an action map to link the Architect flow to, or link it to an existing action map.

After selecting an Architect flow action for the action map, override default variables with visitor-specific data. Then, specify when to activate the Architect flow action and the time period during which to use the Architect flow action. For more information about action maps, see About action maps.

Override default variables

Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, Overrides for Salesforce Lead Creation and Campaign Attribution integration.

Go-live checklist

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

  • In Genesys Predictive Engagement, is the action map that uses the Architect flow action active?
  • In Genesys Cloud:
    • Is the Genesys Cloud integration 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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