Exchange Process
Keyfax exchange process with ActiveH CRM & Repairs
Last updated
Keyfax exchange process with ActiveH CRM & Repairs
Last updated
The ActiveH Repairs and CRM applications have integration code to support the Keyfax ActiveX control. The Keyfax Client controls and responds to the ActiveX control and must be installed on each fat client or terminal server where integration with ActiveH is required.
The basic principles utilised in the exchange process are as follows:
The numbered steps above are explained in more detail below:
The ActiveH application receives a call from a tenant or caller.
The ActiveH application generates a 'CGateway' object which holds a 'Repair Request' and methods to create Inspections, Tasks and associated MIS-AMS CRM objects.
The ActiveH application initiates a Keyfax request by creating an instance of the Keyfax ActiveX control (KeyfaxMIS.ocx) and passing it the 'CGateway' object to it.
The Keyfax ActiveX control (KeyfaxMIS.ocx) in turn passes this object to Keyfax for processing Keyfax start-up requirement. This begins the synchronous execution of Keyfax, which prevents the user from returning to the ActiveH application until the Keyfax script is completed or cancelled.
The Keyfax ActiveX control determines the CGateway objects source. If from the ActiveH CRM, then Keyfax will allow General Enquiry scripts to jump to Repair Diagnostic scripts.
MIS-AMS provide permissions for Keyfax to access their SQL ActiveH database, and include an OLEDB connection string within their 'CGateway' object for Keyfax to lookup specific information required in the exchange process. Keyfax interrogates the CGateway object (using the MISexchange.xml<MapIn><MISRequest> instructions) to generate the initial startup commands.
Keyfax is then launched (in Repairs Diagnostic or General Enquiry mode) within a popup window.
Upon completion of a Keyfax script, an export XML packet is generated. This is enriched with additional instructions for use by Keyfax to pass back to the ActiveH application OCX a 'CGateway' object.
Keyfax uses the <MapOut><MISTask> instructions from the MISexchange.xml file to generate MIS-AMS Task objects and assign their properties.
Once all the <MapOut><MISTask> instructions are completed, the Keyfax Client ends the synchronous process and passes back focus to the ActiveH application.
The ActiveH application displays the resulting repair or tasks from Keyfax.
