Keyfax
  • 📋What is Keyfax?
  • Product Suite
    • Keyfax Administrator Tools
      • System Requirements
      • Installation
      • Logging On
      • Navigation
      • Exclusive Mode
      • Script Levels
        • Master Scripts
          • Category Editing
          • Topic Editing
          • Self-Service Categories
        • System Scripts
          • Cancel
          • Priority Justifications
          • Results
          • Special Instructions
          • Startup
        • Script Sets
          • Category Properties
          • Setting up Topics
          • Topic Properties
          • Loading Script Sets
      • Script Editing
        • Script Editing - The basics
        • References
        • Testing your changes
        • Script Flows
      • Script Entities
        • Databoxes
          • Script Data
            • Host-specific notes
          • SQL Query
            • Testing SQL Query Databoxes
          • Import XML
          • Export XML
          • System Values
          • Company Data
          • Testing Databoxes & Expressions
          • Databox Read
          • Databox Write
          • Databoxes in Messages & Tasks
        • Questions
          • Address
          • Checklist
          • Date/Time
          • Dynamic Lists
            • Testing Dynamic Lists
            • Dynamic List Examples
          • External Forms (eForms)
            • External Forms - Technical
          • File Upload
          • List
          • Numeric
          • Text
          • Video Call
        • Asset Data
        • Markers
        • Messages
          • Testing Messages
        • Services
          • Host-specific notes
        • Priorities
        • Tasks
          • Enclosures & Attachments
          • Continuations
          • Host-specific notes
      • Reports
      • Databox Examples
        • Business Days
        • Working Hours
        • Time of day
        • Higher priority jobs
        • Script Duration
        • How did it happen?
        • Repair Description
        • Concatenating CSV
        • Tenant Handbook
        • Multi-line Addresses
        • Priority / Response Days
        • Contains Text
      • Databox Expressions
        • Text Expressions
          • CSV
          • Entry
          • Exists
          • FieldMerge
          • Index
          • IndexOf
          • InList
          • Item
          • Len
          • ListTidy
          • Lower
          • PadLeft
          • Replace
          • Row
          • RowMerge
          • SubStr
          • Trim
          • Upper
          • WCase
        • Numeric Expressions
          • Abs
          • AsNum
          • Between
          • Int
          • Mod
          • Number
          • Result
          • Round
        • Date Expressions
          • After
          • AsDate
          • Before
          • BetweenDates
          • DateAdd
          • Day
          • Month
          • Now
          • Today
          • WeekDay
          • Year
        • Number Formatting
        • Operators And Literals
        • Logical Expressions
        • Additional Functions
          • Ds
      • Users
        • Finding active users
        • Keyfax SSO – via Microsoft Entra ID Support
      • Advanced
        • Base Task Templates
          • Email Task Templates
          • Letter Task Templates
          • Note Task Templates
          • SMS Task Templates
          • VoiceSage Task Templates
          • Host-specific notes
        • Export & Import
        • Communications Queues
      • Host Operations
        • ActiveH Operations
          • Introduction
          • Actions
          • Databoxes & UDEs
          • Emails
          • Mail Merge Letters
          • Populating CallType
          • Populating JobType
          • Repairs Inspection Task
          • Repairs Interface
        • Fast Lean Smart
      • Best Practices
        • Extracting XML from Keyfax tables
        • Script Performance
        • Handling multiple rows from SQL
        • HTML Editor
        • Writing SQL Queries
      • Known Issues
        • Startup Messages
        • Running but not Visible
        • Error 1001 During Install
        • Stopped Working
    • Keyfax Staff
      • System Requirements
      • Advisor Feedback
      • Priority and Quantity
    • Keyfax Self-Service
      • System Requirements
      • Browser Support
    • KeyNamics
      • Model Driven Apps
      • Power Pages Portals
      • Installation
        • System Requirements
        • Solution Import
        • Basic Setup
        • Known Issues
      • Embedding
        • Model Driven Apps
        • Power Pages Portals
      • Configuration
        • Settings
        • Mappings
          • Creating Mappings
          • Minimum Mapping Requirements
          • Mapping Entity Form Fields
          • Mapping Lookup fields
          • Mapping Examples
        • FetchXML
          • Creating FetchXML queries
        • Logging
        • Test
      • Advanced
        • Mode Translation Rules
        • Customising Launch Button
        • Extending Export Data
        • Mapping Dump Fields
        • Mapping JSON Results
        • Enabling Help Panes
        • Mobile Operation
        • Handling uploaded content
      • Technical
        • Topology
        • Copying Environments
        • Keyfax Startup Data
        • Keyfax Export Data
    • Keyfax Client
      • Installation
        • Getting Started
        • Launch Tester
        • Uninstall / reinstall
        • Known Issues
    • Keyfax Cloud
      • Uptime Guarantee
      • Business Continuity
  • General
    • General FAQs
      • General Questions
      • Installation Questions
      • Migration Questions
      • Security Questions
      • Test & Training Questions
    • Keyfax FAQs
      • Keyfax Administrator Tools
      • Keyfax Staff
      • Keyfax Self-Service
      • KeyNamics
      • Keyfax Client
      • Keyfax Cloud
    • Issues & Solutions
      • Emails not working
    • Release Notes
      • Keyfax
        • 4.4.7
        • 4.4.6
        • 4.4.5
        • 4.4.4
        • 4.4.3
        • 4.4.2
        • 4.4.1
        • 4.4.0
        • Previous Releases
      • Keyfax Client
        • 4.0.0.44
        • 4.0.0.43
        • 4.0.0.42
        • Previous Releases
      • KeyNamics
        • 3.0.0.0
        • 2.0.0.13
        • Previous Releases
      • Older Releases
        • Staff
  • Integrations
    • API Docs
      • REST API
        • Quick Start
        • Deep Dive
        • API SDKs
          • .NET SDK
          • JavaScript SDK
          • Start-Up Data
          • Processing Results
        • API Reference
      • SOAP API
        • Quick Start
        • Error Handling
        • Status Codes
        • XML Schemas
          • Startup Schema
          • Results Schema
          • Results with Note
          • Cancelled Schema
          • Address data
      • Legacy APIs
        • Active X
        • Asynchronous Pluggable Protocols
        • XmlHttp
    • Integrations
      • Aareon
        • Introduction
        • Launching Keyfax Repairs
        • Launching Keyfax Enquiries
        • Configuration
        • SOAP based integration
        • QL Message fields
        • Known problems
      • Accuserve
      • ActiveH Desktop
        • Introduction
        • ActiveH Repair Interface
        • Known Problems
        • Keyfax Configuration
          • MISExchange.xml
          • Example Settings
          • Retrieving Block Codes
        • MIS Configuration
          • Exchange Process
          • Exchange Elements
          • User Permissions
          • User Security
          • UDE Interface
          • UDE Configuration
          • Settings
          • Desktop Configuration
          • Priorities Configuration
          • Populating Job Type
          • Populating Assigned To
          • Populating Call Classification
          • Configuring Log Call
            • Launching Keyfax from Response Repairs
          • Workflow Integration Actions
        • MIS interface Objects
          • CRM Gateway
          • Desktop Task
          • System Task Email Addressee
          • Desktop Task Action
          • Repair Request
          • Repair Request Inspection
          • Repair Request Task
      • ActiveH Portal (TIPS)
        • Introduction
        • Settings
        • Known Issues
      • ActiveH Web
      • Breeze IT
      • Caltech
      • Capita
        • Capita Housing / Academy
          • Host Table Usage
          • Troubleshooting
        • Open Housing
      • Civica
        • Civica CX
          • Introduction
          • Mappings
          • Start Up Data
          • Inspections
          • Known Issues
        • Civica CM
          • Known problems
        • Servitor
          • Example Import XML
          • Example Export XML
      • ContactView
      • Dynamics
      • Kirona
      • Lagan
      • MIS
      • MRI
      • Northgate
        • Launching Keyfax
        • Exchange process
        • XML/Field mappings
      • OneServe
      • ROCC
      • Total Mobile
        • Launching Keyfax (TASK)
        • TotalView Configuration
      • SDM
    • Best Practices
      • Integration Considerations
      • Displaying Keyfax Self-Service
  • Technical
    • General
      • Keyfax Architecture
      • Clearing Cache
    • Cloud Operation
      • Microsoft Azure
      • Amazon Web Services
    • Configuration Settings
      • Introduction
      • Paths Element
    • Developer Zone
      • eForm Technical Details
    • SQL Server
      • Freeing Space
      • Maintaining Indexes
      • Maintenance Plan
      • Restoring Live into Test
  • Links
    • Our Web Site
    • Our Blog
    • Try Keyfax
    • Contact Us
Powered by GitBook
On this page
  • Example 1 (put current user code in startup.xml)
  • Example 2 (get SOR code from export.xml and assign the ScheduleID property of a CRQTask object)
  • Example 3 (get the description from the export.xml ActionCodeDesc and FaultText and use as a Repair Request Inspection description)
  • Example 4 (write a constant value to a CRM Desktop Task object)
  • Example 5 (write to the SetGatewayValue method of a CRM Desktop Task object)
  • Example 6 (write to the SetGatewayValueEx method of a CRM Repair Request Task)
  1. Integrations
  2. Integrations
  3. ActiveH Desktop
  4. Keyfax Configuration

Example Settings

Example Keyfax configuration settings for use with ActiveH Desktop.

Configuration settings are published for information purposes only. Unless express consent has been granted, changes to configuration settings must only be made by Omfax Systems/Touch-Base Ltd technicians or their representatives.

Example 1 (put current user code in startup.xml)

<MapIn>
  <MISRequest
   obj="CGateway"
   target="UserName"
   type="NA"
   source="UserID"
   sql="SELECT Username_VC FROM Shared_Users_T (nolock) WHERE User_ID = [value]" />
</MapIn>

This example does following:

  1. Get the value contained in the UserID property of the CGateway object.

  2. Use this value in the WHERE clause of the SQL statement replacing the [value] bookmark.

  3. Execute the SQL statement against the SQL ActiveH SQL Server database.

  4. Put the returned value in the <UserName> element of the Keyfax start-up XML.

Example 2 (get SOR code from export.xml and assign the ScheduleID property of a CRQTask object)

<MapOut>
  <MISTask
   obj="CRQTask"
   target="ScheduleID"
   dtype="int"
   length="4"
   type="RD"
   KFparent="Repair"
   KFsource="RepairCode"
   KFsourceType="MIS_REPAIR"
   sql="SELECT SOR_ID FROM dbo.Shared_SORs_T WHERE SOR_Code_VC = '[value]'" />
</MapOut>

This example does following:

  1. Get the value contained in the <Fault><Repair><RepairCode> element of the export XML.

  2. Use this value in the WHERE clause of the SQL statement replacing the [value] bookmark.

  3. Execute the SQL statement against the SQL ActiveH SQL Server database.

  4. Put the returned value in the ScheduleID property of a new CRQTask object in the MIS-AMS Repairs Request object.

Example 3 (get the description from the export.xml ActionCodeDesc and FaultText and use as a Repair Request Inspection description)

<MapOut>
  <!--  MIS REPAIR INSPECTION -->
  <MISTask
   obj="CRQInspection"
   target="Description"
   dtype="varchar"
   length="1500"
   type="RD"
   KFparent="Action"
   KFsource="ActionCodeDesc"
   KFsourceType="MIS_INSPECTION"
   sql="" />
  <MISTask
   obj="CRQInspection"
   target="Description.APPEND"
   dtype="varchar"
   length="1500"
   type="RD"
   KFparent=""
   KFsource="FaultText"
   KFsourceType="MIS_INSPECTION"
   sql="" />
</MapOut>

This example does following:

  1. Get the value contained in the <Fault><Action><ActionCode> element of the export XML.

  2. Put the returned value in the Description property of a CRQInspection object in the MIS-AMS Repairs Request object.

  3. Get the value contained in the <Fault><FaultText> element of the export XML.

  4. Append the returned value to the Description property of a CRQInspection object in the MIS-AMS Repairs Request object.

Example 4 (write a constant value to a CRM Desktop Task object)

<MapOut>
  <!--  MIS EMAIL TASK -->
  <MISTask
   obj="CTSKTask"
   target=""
   dtype=""
   length=""
   type="FL"
   KFparent="Action"
   KFsource="ActionCode"
   KFsourceType="MIS_EMAIL"
   sql="">
     <MISTask
      obj="CTSKTask"
      target="SystemTask"
      dtype="bit"
      length="1"
      type="FL"
      KFparent=""
      KFsource="1"
      KFsourceType="VALUE"
      sql="" />
  </MISTask>
  <MISTask ...... />
</MapOut>

This example does following:

  1. As with all CRM tasks, there may be multiple Task objects to create, therefore <MISTask> elements need to be nested.

  2. A new CTSTask object is created with the <MISTask> element (by using without a target property) for each created Keyfax "Enquiry.Action".

  3. All first generation <MISTask> child elements instruct Keyfax to write to the current CTSTask object.

  4. The SystemTask property of the current CTSTask object is set to a constant value (defined by the KFsourceType="VALUE") which is supplied in the KFsource parameter (KFsource="1").

Example 5 (write to the SetGatewayValue method of a CRM Desktop Task object)

<MapOut>
  <!--  MIS EMAIL TASK -->
  <!-- These are the UDEs -->
  <MISTask
   obj="CTSKTask"
   target=""
   dtype=""
   length=""
   type="FL"
   KFparent="Action"
   KFsource="ActionCode"
   KFsourceType="MIS_EMAIL"
   sql="">
     <MISTask
      obj="CTSKTask"
      target="SetGatewayValue"
      dtype=""
      length=""
      type="FL"
      KFparent="SubAction"
      KFsource="SubActionValue"
      KFsourceType="MIS_GATEWAY_VALUE"
      sql="">
        <MISTask
         obj="CTSKTask"
         target="SetGatewayValue.FieldName"
         dtype="varchar"
         length="256"
         type="FL"
         KFparent="SubAction"
         KFsource="SubActionKey"
         KFsourceType="MIS_GATEWAY_VALUE"
         sql="" />
        <MISTask
         obj="CTSKTask"
         target="SetGatewayValue.Value"
         dtype="varchar"
         length="255"
         type="FL"
         KFparent="SubAction"
         KFsource="SubActionValue"
         KFsourceType="MIS_GATEWAY_VALUE"
         sql="" />
     </MISTask>
  </MISTask>
</MapOut>

This example does following:

  1. As with all CRM tasks, there may be multiple Task objects to create therefore MISTask elements need to be nested.

  2. A new CTSTask object is created with the <MISTask> element (by using without a target property) for each created Keyfax "Enquiry.Action".

  3. All "first generation" <MISTask> child elements instruct Keyfax to write to the current CTSTask object.

  4. The SetGatewayValue method of the current CTSTask object requires two parameters these are defined in additional <MISTask> child elements.

  5. The "second generation" <MISTask> child elements instruct Keyfax to write to the current CTSTask SetGatewayValue method parameters.

  6. The first "second generation" <MISTask> child element gets the value contained in the <Enquiry><SubAction><SubActionKey> element of the export XML, then writes it to the SetGatewayValue.FieldName parameter.

  7. The second "second generation" <MISTask> child element gets the value contained in the <Enquiry><SubAction><SubActionValue> element of the export XML, then writes it to the SetGatewayValue.Value parameter.

Example 6 (write to the SetGatewayValueEx method of a CRM Repair Request Task)

<MapOut>
...
...
  <!-- These are the UDEs -->
   <MISTask obj="CRQTask" target="SetGatewayValue" dtype="" length="" type="RD" KFparent="Repair" KFsource="" KFsourceType="MIS_GATEWAY_VALUE" sql="">

<MISTask obj="CRQTask" target="SetGatewayValue.FieldName" dtype="varchar" length="256" type="RD" KFparent="" KFsource="HealthAndSafety" KFsourceType="MIS_GATEWAY_VALUE" sql="" />
<MISTask obj="CRQTask" target="SetGatewayValue.Value" dtype="bit" length="1" type="RD" KFparent="Fault" KFsource="//Nominal_Code" KFsourceType="MIS_GATEWAY_VALUE" sql="" />

</MISTask>
...
...

</MapOut>

This example does following:

  1. The SetGatewayValue method of the current CRQTask object requires two parameters these are defined in additional <MISTask> child elements. In reality, just for the Repairs Request object this calls a method SetGatewayValueEx (this does not need to be considered when setting up the exchange parameters above!).

  2. In the example above, HealthAndSafety is the name of the target (despite being held in the KFsource attribute) within the Gateway

  3. Nominal_Code happens to be a re-use of an export element; the contents of this (one or zero) will be stored in the HeathAndSafety field.

PreviousMISExchange.xmlNextRetrieving Block Codes

Last updated 1 year ago