Statuses Lookups Configuration

In this section, a lookup configuration in Creatio is described. These lookups are used for the settings that are responsible for the user statuses (see p. 10 of the Creatio Setup section)

1. To enter the Lookup section. Go to ‘Studio’ → ‘Lookups’.
   Or Click the ‘Gear’ icon (1) → Select ‘Open system designer’ (2) (Fig. 1) → in the ‘System setup’ section Click ‘Lookups’ (Fig. 2)
   Fig. 1 Open system designer

   

   Fig. 2 Lookups location

   

2. In the opened section Click on the ‘Filters/folders’ → Open ‘Add filter’ (Fig. 2) → Enter ‘Telephony’ in the search field → Press the confirmation button (Fig. 3) → Open ‘Telephony Statuses’ option (Fig. 4)
   Fig. 2 Opening filtering options

   

   Fig. 3 Using the search field
   

   

   Fig. 4 Telephony statuses
   

   

3. In the opened section use ‘Filters/folder’ similar to the p. 2 of this guide → In the search field Type ‘TW’ → Press the confirmation button. This action will filter out TwilioFlex statuses (Fig. 5)
   Fig. 5 Filtering TwilioFlex Statuses

   

4. Twilio’s status in Creatio has the following attributes
   Telephony type - TwilioFlex
   Name - Name of the Twilio activity
   Code - Activity SID in Twilio
   Icon - Visual display on the status in Creatio ( Ready - green, Busy - red, Away - grey)
   

5. To get statuses in Twilio perform the following steps: Go to the ‘Develop’ Tab → Open ‘TaskRouter’ section → Select ‘Workspaces’ → Click on the required workspace (Fig. 2)
   Fig. 2 Selecting the workspace

   

6. To see the statuses Select ‘Activities’ in the left-side menu (Fig. 6)
   

   

7. Copy the SID of the certain Activity and paste it into the corresponding ‘Code’ cell in the ‘Telephony statuses’ table in Creatio. Click on the ‘Code’ cell → Paste the copied value → Press the confirmation button (Fig. 7)
   Fig. 7 Filling Code values