Wiki source code of Users Widget

Last modified by Sean Hetherington on 2021/09/09 20:56
Show last authors
1 {{layout}}
2 {{layout-section ac:type="two_right_sidebar"}}
3 {{layout-cell}}
4 The Users Widget allows you to view the state of other users in the system along with extension state, call state and presence. You can also filter and sort the list of users to your liking.
5
6 = User Display Modes =
7
8 (% style="color: rgb(0,0,0);" %)The Users Widget provides two different display methods for users, Box View and List View. You can switch between each view type via the view selection buttons ([[image:attach:user-box-view-off.png]] [[image:attach:user-list-view-off.png]]) on the top right hand corner of the Users Widget.
9
10 = Box View =
11
12 Box View displays a user box for each user in the system (excluding your own). This box provides a display of the user's accounts, calls and presence state while providing functionality to interact with and manage the user's Accounts, calls and presence.
13
14 |=(((
15 (% class="content-wrapper" %)
16 (((
17 \\
18
19 [[image:attach:user_widget.png]]
20
21 \\
22 )))
23 )))|=(((
24 1. User login status
25 1. Presence status icon
26 1. User name
27 1. Caller ID of call
28 1. Presence status text
29 1. Call time
30 1. E-mail
31 1. Chat
32 1. Agent
33 1. Do Not Disturb
34 1. Voicemail
35 1. Record
36 1. Barge
37 )))
38
39 (% class="auto-cursor-target" %)
40 \\
41 {{/layout-cell}}
42
43 {{layout-cell}}
44 (% class="auto-cursor-target" %)
45 \\
46
47 {{panel}}
48 **//On this page~://**
49
50
51
52 {{toc maxLevel="3"/}}
53 {{/panel}}
54
55 (% style="background-color: rgb(221,221,221);" %)
56
57 {{/layout-cell}}
58 {{/layout-section}}
59
60 {{layout-section ac:type="single"}}
61 {{layout-cell}}
62 = List View =
63
64 List View displays all users in the system (excluding your own) in a table format. Each row provides a display of a user, including their user accounts, calls, and presence, while providing functionality to interact with and manage the user's accounts, calls and presence. When a user is on a call you can use the expand collapse button to view all calls the current user is on. Each call will be displayed as another row under the user row.
65
66 (% class="wrapped" %)
67 |(% class="highlight-grey" data-highlight-colour="grey" %)(% class="highlight-grey" data-highlight-colour="grey" %)
68 (((
69 (% class="content-wrapper" %)
70 (((
71 [[image:attach:listview.png]]
72 )))
73 )))
74 |(% class="highlight-grey" colspan="1" %)(% class="highlight-grey" colspan="1" %)
75 (((
76 1. **Expand/Collapse row**
77 1. **User login status**
78 1. **Call and extension status icon**
79 1. **Presence status icon**
80 1. **User name**
81 1. **Presence status text**
82 1. **Currently selected user account**
83 1. **Caller ID of call**
84 1. **Call time**
85 1. **E-mail**
86 1. **Chat**
87 1. **Agent**
88 1. **Do Not Disturb**
89 1. **Voicemail**
90 1. **Record**
91 1. **Barge**
92 )))
93
94 \\
95
96 === User Login Status ===
97
98 The user login status signifies if the user is currently logged into iSymphony or not. By default, logged out users will be grey and logged in users will be green.
99
100 === Call and Extension Status ===
101
102 Call and extension status displays the current registration or call status of the user. Each status will be represented by a different color. In Box View, the entire user box will change colors when state changes. In List View, the call and extension status icon will change colors when state changes. For a list of default status colors and what they represent see [[doc:Call Status]].
103
104 ===== User Registration Status =====
105
106 A general registration status will show or all of the user's bound extensions.
107
108 * If the user has at least one extension assigned to them that is registered, the call and extension status will show registered.
109 * If all the user's extensions are unregistered, the call and extension status will show unregistered.
110 \\
111
112 {{info}}
113 Overall registration state for the user will not be shown if the user is on an active call.
114 {{/info}}
115
116 ===== Extension Registration Status =====
117
118 You can view individual extension registration status for each of a user's assigned extensions by selecting the user's name in the Box View, or the currently selected user account cell in the List View. When selected an account selection list will open allowing you to view the state of each of the user's extensions.
119
120 = User Actions =
121
122 There are several buttons that will appear on each user that will allow you to perform actions on that user.
123
124 * Email: If the user has a configured email address you can select the email button to initiate a mailto for that address. This will utilize the default email client on your OS.
125 * Chat: This button allows a user to start a chat session with this User. See [[doc:Chat]] for more information.
126
127 = Sorting And Filtering =
128
129 The Users Widget allows for sorting and filtering of the listed users. The Sort and Filter bar can be opened and closed via the m**agnifying Glass Icon** on the top right in the Users Widget header. You can also sort by clicking on the column headers when using List View.
130
131 === Sorting ===
132
133 You can sort the user list by several different user properties. The **Arrow** to the left of the sort dropdown can be used to change the sort direction from Descending to Ascending.
134
135 * **None**: No sorting.
136 * **Availability** **Status**: Sorts by the current status set on the user. See [[doc:Presence Management]] for more information.
137 * **Call Status**: Sorts by the user's account call status.
138 * **Caller ID (Name)**: Sorts by the user's account call caller ID name.
139 * **Caller ID (Number)**: Sorts by the user's account call caller ID number.
140 * **Login**: Sorts by the user's iSymphony login status.
141 * **Name**: Sorts by the user's display name.
142 * **Talk Time**: Sorts by the users account call time.
143
144 === Filtering ===
145
146 You can utilize the **Search** field in the Sort and Filter bar to search for specific users and accounts. The text entered in the **Search** field will match on the following.
147
148 * User Display name.
149 * Account Display name.
150 * Account number.
151
152 You can also select an Extension Group from the dropdown on the right corner of the Sort and Filter bar. This will only show users and accounts for extensions that are in the selected extension group. See [[doc:Extension Groups]] for more information.
153
154 {{info}}
155 It is possible to filter out specific extensions on a user to the point where the account List does not list all accounts for that user. For example, if a user has extension 100 and extension 200 as accounts and you enter "100" in the **Search** field, the user will show up in the User list, but he account list will only show extension 100 and not 200.
156 {{/info}}
157
158 = =
159
160 {{id name="Accounts"/}}AccountsJust like in the [[doc:My Stream Widget]] the user display items will display information about all the specified user's accounts.
161
162 === Selecting The Active Account ===
163
164 The selected account on a user determines what account the action buttons of the user and drag and drop actions will effect. For example, if I select the User's extension 100 account and a call is dropped on the user the call will be transferred to extension 100. You can select the active account by clicking on the header, where the user name is displayed in Box View, or the user account cell in List View, which will open a drop down menu of all available Accounts for you to select from.
165
166 {{info}}
167 Unlike the [[doc:My Stream Widget]] the selected account will not effect what calls are displayed for that user. All calls for all accounts on that user will be displayed at all times.
168 {{/info}}
169
170 === The "User" Account ===
171
172 All users will have one account labeled **User** in the account list. This account is the default selection for all user display items and will allow you to perform actions on whatever account is currently selected as the user's Default Account. See the **Default Account Selection** section on the [[doc:My Stream Widget]] page for more information.
173
174 === Drag From Accounts ===
175
176 Users can drag extensions and accounts from the User to the following destinations in order to originate calls from the dragged account to the dropped destination. The account that is currently selected on the user will determine which account is dragged to perform the origination.
177
178 {{info}}
179 The location where you drag from in the user box will determine what object is dragged.
180
181 * **Drag from the user box header**: Will drag the account for origination. The drag image will be that of the entire user box.
182 * **Drag from non-header areas in the user box**: Will drag the call that the user is on for transferring. The drag image will be the caller id of the call only.
183
184 When dragging from the List View, the users current state will determine what is dragged.
185
186 * **Drag while the user is not on a call**: Will drag the account for origination.
187 * **Drag while the user is on a call**: Will drag the call that the user is on for transferring.
188 {{/info}}
189
190 * Users
191 * User Extensions
192 * User Alternative Phone Numbers
193 * User Voicemail Box
194 * Conference Rooms
195
196 === Drag To Accounts ===
197
198 Users can drop accounts from the other users or the [[doc:My Stream Widget]] on accounts in the user in order to perform an origination from the account that was dropped to the account that was dropped on. The account that is currently selected in the on the user will determine which account is the destination account for the origination.
199
200 Users can drop calls from the following locations on accounts on the user in order to transfer that call to the account that was dropped on. The account that is currently selected on the user box will determine which account is the destination account for the transfer.
201
202 * Users
203 * Queues
204 * Parking Lots
205 * Conference Rooms
206
207 {{info}}
208 During a drag to a user you can hover over the header in the user box, or the currently selected user account cell in List View , to open the account list. From here you can drop on a specific account in the list in order to perform an origination or transfer to that account without having to select it before hand.
209 {{/info}}
210
211 === Account Actions ===
212
213 Several buttons will appear on a user that will allow you to perform actions on the currently selected account.
214
215 * **Agent**: Allows you to manage this account's agent login along with pause state and penalty.
216 * **DND**: Allows you to toggle this account's DND status.
217 * **Voicemail**: Allows you to originate and transfer calls directly to this account's voicemail box.
218 ** If clicked a call will be originated to the account's voicemail box using your selected Default Account.
219 ** If an Account is dropped on the button a call will be originated from the dropped account to the account's voicemail box.
220 ** If a call is dropped on the button the call will be transferred directly to the account's voicemail box.
221 ** Actions using the voicemail button will not ring the extension.
222
223 = Calls =
224
225 Users will display all active calls for the user's accounts and allow you to manage those calls.
226
227 === Selecting The Active Call ===
228
229 Box View will only show one call at a time and allow you to manage that call. There may be a case where a user is on multiple calls across one or more accounts. If the User has more than one active call **up** and **down** arrows will appear to the right of the caller ID section in the User box which will allow you to select the current active call. The currently selected call will specify which call the user box call actions and drags will be performed on. In List View the user row will only show one call at a time, and allow you to manage that call. To manage other calls on the user, you can use the expand/collapse button on the user row to show a list of each individual call the user is on, and allow you to manage each call individually.
230
231 === Dragging Calls ===
232
233 Users can drag calls from users to the following locations in order to transfer that call to the destination.
234
235 * Users (can utilize the Default Account, See **The "User" Account** section above and [[y Stream Widget>>doc:My Stream Widget]] for more information)
236 * User Extensions
237 * User Alternative Phone Numbers
238 * User Voicemail Boxes (will not ring destination extension)
239 * Conference Rooms
240 * Parking Lots
241 * Queues
242
243 === Call Actions ===
244
245 Several buttons will appear on the User that will allow you to perform actions on the currently selected call. If there are no calls for the User no call action buttons will be visible on the User.
246
247 * **Record**: Toggle on demand recording of this call on and off.
248 * **Barge:** Allows users to barge in on this call. See [[doc:My Stream Widget]] for more information on barge types.
249
250 = Presence =
251
252 Users can view and manage other users presence in the Users Widget. See [[doc:Presence Management]] for more information.
253
254 = Settings =
255
256 Settings for the Users Widget can be access by clicking the cog icon in the top right hand corner of the Users Widget.
257
258 (% class="wrapped" %)
259 |(% class="highlight-grey" data-highlight-colour="grey" %)(% class="highlight-grey" data-highlight-colour="grey" %)
260 (((
261 **User Box Width:**
262 )))|(% class="highlight-grey" data-highlight-colour="grey" %)(% class="highlight-grey" data-highlight-colour="grey" %)
263 (((
264 Allows you to specify the width of the user boxes in pixels. (This option will not be available if List View is selected)
265 )))
266
267 (% class="auto-cursor-target" %)
268 \\
269 {{/layout-cell}}
270 {{/layout-section}}
271 {{/layout}}

Search

Navigation

iSymphony