Configure variables for Incoming popover

Before you begin

Procedure


Step 1

From the Management Portal navigation bar, choose Routing Strategy > Flows.

Step 2

To create a flow, click New. To edit an existing flow, click the ellipsis icon beside the flow and click Open.

The Flow Designer window appears.
Step 3

From the Global Flow Properties pane, open the Variable Definition section.

Step 4

Click the Desktop Viewability & Order tab.

Step 5

In the Incoming Popover section, click Select Variables for Incoming Popover.

The Select Variables on Incoming Popover window appears. It shows all variables that include four default system variables such as Phone Number, DNIS, Queue Name, and RONA Timeout. System variables such as Phone Number, DNIS, and Queue Name are selected by default that you can uncheck when you add more variables.
Step 6

Use the following search options to filter the list:

  1. Enter a few words in the Search Variables field to search a specific variable by its name.

  2. Choose a variable type from the Select Variable Type drop-down list.

The list is autopopulated with variables as per your criteria entries.
Step 7

Check the check boxes of the variables that you want to choose for the incoming popover.

You can choose a minimum of three and a maximum of six variables.

Step 8

Click Save.

You can skip this step if you enable the Autosave toggle button.

The chosen variables appear in the Incoming Popover section.
Step 9

Use the handle icon () beside a variable to move it up and down the list to set the order of appearance in the incoming popover of the Desktop.

Step 10

(Optional) Click the x icon beside a variable to remove that variable from the list.