August 15, 2018
Dovetail Carrier has a number of extensions that greatly enhance your Dovetail/Clarify system. One of the more recent extensions is the AutoDest Toolkit Extension. AutoDest Toolkit Extension This extension allows for automatically assigning or dispatching workflow objects based on an auto-destination rules. Typically, these messages will originate from Dovetail Rulemanager (such as from a business rule action), although they can also originate from custom applications as well. Example Message type=CallToolkit toolkit=AutoDest method=execute ObjectType=case Operation=DISPATCH Id=12345 This example would evaluate the DISPATCH auto-destination rule for case 12345, and if a destination queue is found, the case would be dispatched to that queue. Auto-Dest Rule Here's an example of an auto-destination rule: (calltype2gbst_elm:title = "Equipment Repair") -> "Equipment Repair"; (calltype2gbst_elm:title contains "Payroll" ) -> "Payroll"; (calltype2gbst_elm:title contains "Benefits" ) -> "Benefits"; (title contains "Benefits" ) -> "Benefits"; objid > 0 -> "Support…
Automatically routing cases using Dovetail Carrier’s AutoDest Toolkit Extension
August 15, 2018
Dovetail Carrier has a number of extensions that greatly enhance your Dovetail/Clarify system. One of the more recent extensions is the AutoDest Toolkit Extension. AutoDest Toolkit Extension This extension allows for automatically assigning or dispatching workflow objects based on an auto-destination rules. Typically, these messages will originate from Dovetail Rulemanager (such as from a business rule action), although they can also originate from custom applications as well. Example Message type=CallToolkit toolkit=AutoDest method=execute ObjectType=case Operation=DISPATCH Id=12345 This example would evaluate the DISPATCH auto-destination rule for case 12345, and if a destination queue is found, the case would be dispatched to that queue. Auto-Dest Rule Here's an example of an auto-destination rule: (calltype2gbst_elm:title = "Equipment Repair") -> "Equipment Repair"; (calltype2gbst_elm:title contains "Payroll" ) -> "Payroll"; (calltype2gbst_elm:title contains "Benefits" ) -> "Benefits"; (title contains "Benefits" ) -> "Benefits"; objid > 0 -> "Support…
October 23, 2007
When does it make sense to write a routine from scratch, versus using a proven API that has all the testing done? The answer comes down to time and cost of course, a different equation in each case. A recent dialog in the ITtoolbox Clarify forum illustrates the dimension of the issue. A user asked for advice on Clarify’s Assign Case functionality, and he was hoping to find some reusable code already existing. “The objective is: When a case is getting created with a specific information (Keyword) in a user defined field (in one of the tabs), the case needs to be automatically assigned to a specific user.” – Clarify Assign Case functionality The auto destination rules in Clarify will make this assignment, but it requires studying the documentation – a non-trivial task in itself – to finesse the methodology.…