CRM Call Journaling by Specific Agent

[ReeceWallace]

Hi,

I am experiencing an issue in which I can't get my Agent lookup to work appropriately with the CRM.

If the agent email searches and returns a UserId, it should journal as that agent in the CRM (Working)
if the agent email is searched and returns no Userid, it should skip that part of the journaling (Not working)

Instead, if there is no match, it fails to journal due to an empty string, can anyone assist? XML Below

Spoiler: XML File

<Scenario Id="ReportCall" Type="REST">
<Request SkipIf="[IIf([ReportCallEnabled]!=True||[EntityId]==&quot;&quot;,True,False)]" Url="[restUrl]query/CorporateUser?where=email='[AgentEmail]'&amp;fields=id,name,email&amp;count=500" MessagePasses="0" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json" >
<Headers>
<Value Key="BhRestToken">[BhRestToken]</Value>
</Headers>
</Request>
<Rules>
<Rule Type="Any">data.id</Rule>
</Rules>
<Variables>
<Variable Name="UserId" Path="data.id"><Filter /></Variable>
</Variables>
<Outputs Next="CreateCallActivity" AllowEmpty="true" />
</Scenario>
<Scenario Id="CreateCallActivity" Type="REST">
<Request SkipIf="[IIf([ReportCallEnabled]!=True||[EntityId]==&quot;&quot;,True,False)]" Url="[restUrl]entity/Note" MessagePasses="0" RequestEncoding="Json" RequestType="Put" ResponseType="Json" >
<Headers>
<Value Key="BhRestToken">[BhRestToken]</Value>
</Headers>
<PostValues>
<Value Key="comments" If="[CallType]==Inbound" Passes="2" Type="String">[[InboundCallText]]</Value>
<Value Key="comments" If="[CallType]==Missed" Passes="2" Type="String">[[MissedCallText]]</Value>
<Value Key="comments" If="[CallType]==Outbound" Passes="2" Type="String">[[OutboundCallText]]</Value>
<Value Key="comments" If="[CallType]==Notanswered" Passes="2" Type="String">[[NotAnsweredOutboundCallText]]</Value>
<Object Key="personReference">
<Value Key="id" Passes="2" Type="Integer">[[EntityId]]</Value>
</Object>
<Object Key="commentingPerson" SkipIf="[UserId]==&quot;&quot;">
<Value Key="id" Passes="2" Type="Integer">[[UserId]]</Value>
</Object>
<Value Key="action" If="[CallType]==Inbound" Type="String">Inbound Answered Call</Value>
<Value Key="action" If="[CallType]==Missed" Type="String">Inbound Missed Call</Value>
<Value Key="action" If="[CallType]==Outbound" Type="String">Outbound Answered Call</Value>
<Value Key="action" If="[CallType]==Notanswered" Type="String">Outbound Missed Call</Value>
<Value Key="minutesSpent" If="[IIf([CallType]==Inbound||[CallType]==Outbound,True,False)]" Passes="2" Type="Integer">[[[DurationTimespan].get_TotalSeconds()].ToString("F0")]</Value>
</PostValues>
</Request>
</Scenario>

 

[edossantos_sipcaller]

Change this:
<Outputs Next="CreateCallActivity" AllowEmpty="true" />

to:
<Outputs Next="CreateCallActivity" AllowEmpty="false" />

This way the next scenario will not be executed if the previous one didn't provide an output.

 

[ReeceWallace]

Ah but I still want the next scenario to execute. It will still journal without the Commenting Person as a default user. But I can't get it to skip the commenting person entry if the UserId is not found

 

[edossantos_sipcaller]

Ah, got it. The SkipIf is wrong there, you have the If attribute instead. So, you should change:
<Object Key="commentingPerson" SkipIf="[UserId]==&quot;&quot;">

to:
<Object Key="commentingPerson" If="[UserId]!=&quot;&quot;">

 

[ReeceWallace]

That was it!

Was there a reason SkipIf wouldn't work here? or is If statements only recognised in the Post Values entries?

 

[edossantos_sipcaller]

The SkipIf is only for the Request element. Here you have the full documentation of the XML format:
https://www.3cx.com/docs/crm-template-xml-description/

You can also rely on the standard templates provided by 3CX, those are very useful examples.

 

[ReeceWallace]

Thank you @edossantos_sipcaller !