MIS-AMS SQL ActiveH Task UDE Interface
Configuration of the Task UDE Interface within the MIS-AMS SQL ActiveH Desktop.
This topic assumes that the Keyfax User Defined Elements (UDE) have been added to the MIS-AMS SQL ActiveH Desktop configuration. For a full explanation of ActiveH UDE fields and how they are used in conjunction with Keyfax Frontline, see the Keyfax UDE configuration topic - see here.
Before the UDE fields are used (and visible to users) by Keyfax, each defined field must be "mapped" to the Keyfax app_export_sub "Key" items. This is required to only allow MIS SQL ActiveH CRM UDE items to be accessed by Keyfax, that exist, and are configured in each application.
1. The MIS-AMS SQL ActiveH Desktop application is usually accessible from a desktop shortcut icon on the client PC. Click this icon to launch the MIS-AMS SQL Active Desktop.
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2. If the MIS-AMS SQL ActiveH installation has more than one instance available, a "configurations" dialog will be displayed (see right). This may contain Live, Test and Training versions, all of which will need to be configured independently.
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3. A login dialog may will prompt for a valid username (ID) and password (some configurations will link the login to the users Windows profile, so the login may be bypassed).
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4. We need to open the "UDE Gateway Mapping List" form in the MIS-AMS SQL ActiveH Desktop....
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5. The"UDE Gateway Mapping List" screen displays (see right). This displays any existing UDE gateway mapped items. |
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6. This displays the "UDE Gateway Field Search" screen. This is used to find any UDE items which are awaiting mapping. |
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7. The "UDE Gateway Mapping (New)" screen displays information about the UDE item entered in the UDE "New Fields" screen (see right). At the bottom is a drop-down list of all Keyfax "Keys" (Gateway fields) yet to be "mapped". |
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8. The "UDE Gateway Field Search" screen is refreshed, and the new UDE mapping is displayed in the list (see right). |
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Note: Please see the MIS-AMS documentation for more information on mapping UDE fields.