Exchange Elements

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.

The MISExchange.XML file simply maps information from the Keyfax Export XML to a target in MIS. In most instances, a Keyfax account manager will have to assist with the setup of the MISExchange file and whilst on-site obtain the specific ID's required to populate a target element in MIS.

The specific setup required to populate each of these targets is detailed elsewhere in these Help pages. This article is provided to give a break-down of the key lines in the MISExchange for a particular target in MIS. It will also detail the SQL required to obtain the unique MIS ID's that can populate that target.

DESKTOP TASK LEVEL Call Classification

TARGET = Priority_ID

<MISTask obj="CTSKTask" target="Priority_ID" dtype="int" length="4" type="FL" KFparent="Action" KFsource="Priority" KFsourceType="MIS_ACTION" sql="" />

Priorities can be obtained from the standard Priority table menu in ActiveH Desktop. No SQL is therefore required to obtain the Priority ID's

CALL (CRM) LEVEL Priority

• Target = SetCallLevel:CallPriority

<MISTask obj="CRQTask" target="SetCallLevel:CallPriority" dtype="int" length="4" type="RD" KFparent="Repair" KFsource="Priority" KFsourceType="MIS_REPAIR" sql="" />

Priorities can be obtained from the standard Priority table menu in ActiveH Desktop. No SQL is therefore required to obtain the Priority ID's

CALL (CRM) LEVEL Classification

• Target = SetCallLevel:CallClassification

<MISTask obj="CRQTask" target="SetCallLevel:CallClassification" dtype="int" length="4" type="RD" KFparent="" KFsource="CallClassification " KFsourceType="MIS_REPAIR" sql="" />

SQL:

SELECT Shared_Classifications_T.Classification_ID, Shared_Classifications_T.Description_VC FROMShared_Classifications_T (NOLOCK) INNER JOIN Shared_Classification_Modules_T (NOLOCK) ON Shared_Classification_Modules_T.Classification_ID = Shared_Classifications_T.Classification_ID AND Module_ID = 25

CALL (CRM) LEVEL Call Source

• Target = SetCallLevel:CallSource

<MISTask obj="CRQTask" target="SetCallLevel:CallSource" dtype="int" length="4" type="RD" KFparent="" KFsource="CallSource " KFsourceType="MIS_REPAIR" sql="" />

SQL

SELECT Code_ID, Description_VC FROM Shared_Codes_T (NOLOCK) WHERE Type_ID = 220

CALL (CRM) LEVEL Call Type

• Target = SetCallLevel:CallCategory

<MISTask obj="CRQTask" target="SetCallLevel:CallCategory" dtype="int" length="4" type="RD" KFparent=" " KFsource="CallType " KFsourceType="MIS_REPAIR" sql="" />

SQL

SELECT Shared_Codes_T.Code_ID, Shared_Codes_T.Description_VC FROM Shared_Codes_T (NOLOCK) INNER JOIN Shared_Classification_Call_Types_T (NOLOCK) ON Shared_Classification_Call_Types_T.Classification_ID =xxxx and Type_ID = 46

Where xxxx is the call classification you need the call types for.

ActiveH Repairs Job Type

• Target = JobTypeID

<MISTask obj="CRQTask" target="JobTypeID" dtype="int" length="4" type="RD" KFparent=" " KFsource="A_NODE_FROM_THE_EXPORT_XML" KFsourceType="MIS_REPAIR" sql="SELECT '[value]'" />

SQL

SELECT Code_ID, Description_VC FROM Shared_Codes_T (NOLOCK) WHERE Type_ID = 107