B. She will need to implement the following configurations to meet her requirements:
Field Name | Field Type | Field Value |
Call Recording | URL | - |
Contact | Lookup | - |
Call Type | Picklist | - Inbound - Outbound |
Call Duration | Single Line | - |
Function Name | Call Quality |
Display Name | Call |
Description (optional) | Create a new record in the module |
Category | Automation |
callDetails = zoho.crm.getRecordById("Calls",callId);
createCallQualityMp = Map();
createCallQualityMp.put("Name",callDetails.get("Subject"));
createCallQualityMp.put("Owner",callDetails.get("Owner").get("id"));
createCallQualityMp.put("Call_Recording","https://crm.zoho.com/crm/org685460759/tab/Activities/" + callId + "?sub_module=Calls");
createCallQualityMp.put("Call_Duration",callDetails.get("Call_Duration"));
contactId = callDetails.get("Who_Id");
if(contactId != null && contactId != "")
{
createCallQualityMp.put("Contact",contactId.get("id"));
getContactDetails = zoho.crm.getRecordById("Contacts",contactId.get("id"));
createCallQualityMp.put("Email",getContactDetails.get("Email"));
}
createCallQualityMp.put("Call_Type",callDetails.get("Call_Type"));
createArry = List();
createArry.add(createCallQualityMp);
createDataStr = {"data":createArry,"trigger":{"workflow"}};
createJsonStr = createDataStr.toString();
// createCallQualityResponse = zoho.crm.createRecord("Call_Quality",createCallQualityMp);
// info createCallQualityResponse;
createCallQualityResponse = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Call_Quality"
type :POST
parameters:createJsonStr
headers:{"Authorization":"2412c2f4061718fb297150ecb515b10e"}
];
info createCallQualityResponse;
Rule Name | Create Call Quality |
Module | Calls |
Description (optional) | Create new record |
When to execute | On a record action > Create |
Which calls will the rule apply to | All Calls |
Instant Action | Functions > Call Quality |
Rule Name | Rate Call Quality |
Module | Call Quality |
Description (optional) | Rating and Feedback |
When to execute | On a record action - Create |
Condition 2
Which call quality will the rule apply to All call quality Instant Action Email Notification > Survey Form
The records will be pushed to the Call Quality module which contains details of the applicants along with their survey responses.