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Process editing in Power Dialer

Process editing in Power Dialer

Owned by Support Team
Last updated: Oct 25, 2022
9 min read

  1. Choose the script that you are going to change and click [Edit] (Fig. 1)
    Fig. 1. Choosing the script to change

     

  2. You will see the General information: (Fig. 2)
    Fig. 2. General information section

     

    1. Add some additional information to the general information: Add items to a tab. Drag and drop the [Text] icon to the [General info] field (Fig. 4)
      Fig. 4. Dragging and dropping the [Text] icon to the [General info] field

       

    2. Click [Label] (Fig. 5)
      Fig. 5. Clicking [Label]

       

    3. Drag and drop one of the report items into the label field and then click [Save] (Fig. 6)
      Fig. 6.  Dragging and dropping one of the report items into the label field

       

    4. Click [Text to display] (Fig. 7)
      Fig. 7. Clicking [Text to display]

       

    5. Drag and drop the same report item into the text field as in the previous step. Click Save (Fig. 8)
      Fig. 8. Dragging and dropping the report item into the text field

       

    6. The result will look like this (Fig. 9)
      Fig. 9. The result of dragging and dropping the report item into the text field

       

      1. But this basically means that this information will be propagated to the general info if it is available
        Click [X] to delete this information (Fig. 10)
        Fig. 10. Deleting the information

         

    7. Click [Add New Property] to add a new report item (Fig. 11). The new item you are going to add must already exist in Creatio
      Fig. 11. Adding new report item

       

    8. Enter a new item and click [Save] (Fig. 12)
      Fig. 12. Adding new item and saving it

       

    9. Add a new tab. Click [+] to add a new tab (Fig. 13)
      Fig. 13. Adding a new tab

       

    10. To rename the tab, double click it and enter the name (Fig. 14)
      Fig. 14. Renaming the tab

       

    11. Click anywhere on the screen to save it

    12. Click [x] to delete the tab (Fig. 15)
      Fig. 15. Deleting the tab

       

  3. Change the call script

    1. Click the [Call script] (Fig. 16)
      Fig. 16. Opening the Call script section

       

      1. You will see the current call script, which consists of several steps (Fig. 17)
        Fig. 17. The current call script

         

      2. Click on the step to see it and edit, then click [Cancel] (Fig. 18)
        Fig. 18. Editing a call script

         

    2. Add text to the step 

      1. Drag and drop the [Text] control to the block (Fig. 19)
        Fig. 19. Dragging and dropping the [Text] control to the block

         

      2. To enter text, click [Text to display] and enter text in the [Text] field (Fig. 20)
        Fig. 20. Entering the text in the [Text] field

         

      3. Click [Save] (Fig. 21)
        Fig. 21. Saving the text in the [Text] field

         

      4. You can add more text to this field.Click the [+] button to do this (Fig. 22)
        Fig. 22. Adding more text to the field

         

      5. To enter text, click [Text to display] and enter text in the [Text] field, click [Save]. Click the [-] button to delete it (Fig. 23)
        Fig. 23. Deleting the text

         

      6. Drag (Fig. 24) and drop the box (Fig 25) to move it to a certain position in this step
        Fig. 24. Moving the box to a certain position


        Fig. 25. Dragging and dropping the box to a certain position

         

      7. Click the [X] button to delete this box (Fig. 26)
        Fig. 26. Deleting the box

         

    3. Add a dropdown to a step 

      1. Drag and drop the [Dropdown] control (Fig. 27) to the block
        Fig. 27. Dragging and dropping the [Dropdown] control to the block

         

      2. To enter text, click [Text] and enter text in the [Text] field (Fig. 28)
        Fig. 28. Entering the text in the [Text] field

         

      3. Click [Save] (Fig. 29)
        Fig. 29. Saving the text in the [Text] field

         

      4. Click the [DropDown] box (Fig. 30) and fill out the fields to customize the dropdown
        Fig. 30. Customizing the dropdown

         

      5. Click [Save]

      6. Drag (Fig. 31) and drop the box (Fig. 32) to move it to a certain position in this step
        Fig. 31. Moving the box to a certain position


        Fig. 32. Dragging and dropping the box to a certain position

         

      7. Click the [X] button to delete this box (Fig. 33)
        Fig. 33. Deleting the box

         

    4. Add [Input] to the step 

      1. Drag and drop the [Input] control (Fig. 34) to the block
        Fig. 34. Dragging and dropping the [Input] control to the block

         

      2. To enter text, click [Text] and enter text in the [Text] field (Fig. 35)
        Fig. 35. Entering the text in the [Text] field

         

      3. Click [Save] (Fig. 36)
        Fig. 36. Saving the text in the [Text] field

         

      4. Click the [Input] box, fill in the fields, and click [Save] to customize the input field (Fig. 37)

        Fig. 37. Customizing the [Input] field

         

      5. Drag and drop the box (Fig. 38) to move it to a certain position in this step
        Fig. 38. Dragging and dropping the box to a certain position

         

      6. Click the [X] button to delete this box (Fig. 39)
        Fig. 39. Deleting the box

         

    5. Add [input (large)] to the step 

      1. Drag and drop the [Input (large)] control to the block (Fig. 40)
        Fig. 40. Dragging and dropping the [Input (large)] control to the block

         

      2. Click the [Input (large)] box, fill in the fields and click [Save] to customize this field (Fig. 41)
        Fig. 41. Customizing the [Input (large)] field

         

      3. Drag and drop the box (Fig. 42) to move it to a certain position in this step
        Fig. 42. Dragging and dropping the box to a certain position

         

      4. Click the [X] button to delete this box (Fig. 43)
        Fig. 43. Deleting the box

         

    6. Add button to the step 

      1. Drag and drop the [Button] control (Fig. 44) to the block to add a new button box.
        Fig. 44. Dragging and dropping the [Button] control to the block

         

      2. Click the [Button] to customize it (Fig. 45)
        Fig. 45. Customizing the [Button]

         

      3. Enter the button name and select from the dropdown list a step this button leads to (Fig. 46).
        The button can lead to the next record, and when you click it, a new record of new contact will be opened according to your list, or it can also lead to the other existing steps.

      4. Click [Save].
        Fig. 46. Entering the name of the button and selecting from the dropdown list a step this button leads to and saving

         

      5. Drag and drop the box (Fig. 47) to move it to a certain position in this step
        Fig. 47. Dragging and dropping the box to a certain position

         

      6. Click the [X] button to delete this box (Fig. 48)
        Fig. 48. Deleting the box

         

      7. Click the [+] (Fig. 49) to add additional buttons to the existing button box and configure this button as described above
        Fig. 49. Adding the additional button to the existing button box

         

      8. Click the [-] button to delete it (Fig. 50)
        Fig. 50. Deleting the additional button from the existing button box

         

    7. Add a new step 

      1. Click the [Add step] button to add a new step (Fig. 51)
        Fig. 51. Adding a new step to the call script

         

      2. Click on the new step to customize it (Fig. 52)
        Fig. 52. Customizing the step

         

      3. Enter the step name

      4. Enable the check-box (Fig. 53), if you want to complete the activities processing in this step of the script. 
        Fig. 53. Enabling the check-boxSelect the [Result] and the [CRM Result] of this step from the dropdown list

         

      5. Click [Save]

      6. Click on the step and then click [Delete step] to delete it (Fig. 54)
        Fig. 54. Deleting a step

         

  4. Click [Submit], this button saves the structure of the call script (Fig. 55)
    Fig. 55. Saving the structure of the call script

     

  5. Click [Publish] to use the call script (Fig. 56)
    Fig. 56. Publishing the call script