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  • 1.  Query on Participant Data Update Behavior in Genesys Script

    Posted 21 days ago
    Edited by Rizvi Zeeshan Haider 21 days ago
      |   view attached
    Hello Team,
     
    We are currently sending correspondence to AXE (external CRM) from a Genesys script. As part of the process, agents are required to fill in the necessary details and click on the Submit button to trigger the Data Action (please refer to the attached screenshot).
     
    However, we have observed that once the agent starts entering the required details, the participant data is getting updated immediately within the interaction-prior to clicking the Submit button.
     
    Could you please confirm if there is a way to control this behavior such that the participant data is updated only after the Submit button is clicked, rather than during data entry?

    Thanks in advance, prompt response would be appreciated!


    #Architect
    #DataActions
    #Integrations
    #Scripts

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    Rizvi Zeeshan Haider
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  • 2.  RE: Query on Participant Data Update Behavior in Genesys Script

    Posted 21 days ago

    Hello Rizvi Zeeshan Haider,

    Based on my understanding, this behavior seems to be related to the script variable configuration.

    If the field is linked directly to Participant Data / Output, Genesys can update it while the agent is typing.

    A possible approach is to use a temporary script variable with Output = No, as shown in the screenshot. Then, update the final Participant Data or trigger the Data Action only when the Submit button is clicked.

    Hope this helps.



    ------------------------------
    Luiz Rosa
    Full stack developer
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  • 3.  RE: Query on Participant Data Update Behavior in Genesys Script

    Posted 21 days ago

    Excellent idea @Luiz Rosa! This will really help with a script I'm currently working on.



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    Leonardo Teixeira
    NA
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  • 4.  RE: Query on Participant Data Update Behavior in Genesys Script

    Posted 18 days ago

    @Luiz Rosa - Thanks for your prompt response !

    Let me explain my setup bit more.

    To capture agent input, we've created basic script variables by enabling both input and output. 



    As soon as the value is passed from the correspondence page, the participant data gets updated immediately. without clicking the Submit button. While we understand that participant data updates are not inherently tied to the Submit action.

    As part of our troubleshooting, we modified the script variable to be input-only and observed that the participant data no longer updates under the interaction.

    Could you please explain your idea bit more to understand it batter.

    Thanks in advance for your guidance.



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    Rizvi Zeeshan Haider
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  • 5.  RE: Query on Participant Data Update Behavior in Genesys Script
    Best Answer

    Posted 17 days ago

    Hi Rizvi Zeeshan Haider,

    Thanks for the additional details.

    In your scenario, if the value is only needed to call the Data Action/API, I believe you do not need to enable Output or save it as Participant Data.

    You can use a regular script variable to capture what the agent enters, keep Output = No, and pass this variable directly to the Data Action when the agent clicks Submit.

    Input only needs to be enabled if the script needs to receive an initial value from the flow.

    If you need to save the value as Participant Data, but only after the agent clicks Submit, then I would avoid linking the input field directly to an Output variable.

    A safer approach would be to use an auxiliary script variable for the field, with Output = No, and then, on the Submit button, copy that value to the final variable or update Participant Data only at that moment.

    So the idea is:

    The agent fills out the form using regular or auxiliary script variables.

    Participant Data is not updated while the agent is typing.

    When the agent clicks Submit, the script sends the values to the Data Action or updates Participant Data.

    This way, the data is only sent or saved when the agent actually submits the form.

    Hope this helps.



    ------------------------------
    Luiz Rosa
    Full stack developer
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  • 6.  RE: Query on Participant Data Update Behavior in Genesys Script

    Posted 17 days ago

    @Luiz Rosa - Thanks a ton for your guidance, achieved the business requirement.



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    Rizvi Zeeshan Haider
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  • 7.  RE: Query on Participant Data Update Behavior in Genesys Script

    Posted 19 days ago

    Hi @Rizvi Zeeshan Haider

    I understand that if you are already sending the information through Data Actions, you do not need to declare it as Participant Data. In that case, just create the variable and use it in the Data Action.

    If you want the data to also be available in Participant Data, you have two options:

    1. Declare it as an output, and it will be created in the Agent Participant Data;

    2. Create the Participant Data in the flow and create a variable in the script with the same name. In the script, also declare it as an output. This will create it in the Customer Participant Data.

    Hope this help!!!



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    Danniel Cioti
    PS
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