Exchange Elements
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
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