Author Message
ChristiandeLeon
Joined: Nov 4, 2013
Messages: 41
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Hi All,

I have sets of rules for screen pop MS dynamic CRM using custom field.
I would like to lookup the contact using this custom field to screen pop and when no record it will screen pop as new contact.

I have no issue when have record but if no record no screen pop.
I'm using the below rules using linkedRule, it is the correct way to do it.

Any suggerstions will be much appreciated.
Thank you very much.

Rule1 = When Voice.WIDelivered And Direction = Incoming And UUI > Nothing Do ReturnEvent MSCRM.Lookup,entity=contact,attributes=userid,values=%UUI%,condition=0,returnMultiples=false Then Continue Else Continue
Rule2 = When MSCRM.LookupCompleted And matchCount > 0 Do ReturnEvent MSCRM.Screenpop,entity=%entity%,id=%id%,bringToFront=true Then Continue Else Continue
Rule3 = When LinkedRule And matchCount = 0 And UUI > Nothing Do ReturnEvent MSCRM.Create,entity=contact,attributes=userid|mobilephone,values=%UUI%|%CallerDN% Then Continue Else Continue
Rule4 = When MSCRM.CreateCompleted Always Do ReturnEvent MSCRM.Screenpop,entity=%entity%,id=%id%,bringToFront=true Then Continue Else Continue

ChristiandeLeon
Joined: Nov 4, 2013
Messages: 41
Offline
Hi,

The purpose of this rules is to create new contacts if not met the first rule, any idea how to prevent the other rule to execute if one condition already met.

Thanks in advance.
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