Create a context input in Recommended Actions

As an admin or RA author, create a context input for a context and use it in rule condition builder, resource generator input and recommendation-action mappings.

시작하기 전에

Role required: sn_nb_action.next_best_action_author, or admin

이 태스크 정보

After creating context inputs, you must configure the RA UIB component to pass the context input values. For more information, see Configuring Recommended Actions UIB component for context inputs.

주:

Creating context inputs is not mandatory. You can create context inputs for a context only when you want to include or map parameters other than the context table.

프로시저

1. Navigate to All > Recommended Actions > Contexts.
2. Open a context that you want to edit.
3. On the Context inputs related list, select New.
   주:

   The Context inputs related list appears only when a parent context is not mapped to the context. For more information on the context input configuration limitations, see Context Input configuration limitations.
4. In the form, fill in the fields.

   Field	Description
   Type	Field type of the input such as Choice, Reference, String, List, Integer, etc. Depending on the field type that you select, you might need to configure additional settings in the related tabs. For example, if you select Reference as the field type, you need to select a reference table.
   Application	Scoped application name. The applicable name is populated by default.
   Mandatory	When this check box is selected, you must set the values for these contextual inputs directly on Recommended Actions component on the record page in the UI Builder for the recommendations to be generated. 주: If you select this check box and fail to set contextual inputs on Recommended Actions component in the UIB, the recommendations will not be generated.
   Label	Name of the context input. The Column name field is auto-filled.
   Active	Enabling the Active check box makes the context input available for use in the context.

5. Provide the necessary details in the related tabs.
   The related tabs that display vary based on the field type selected in the Type field. For more information on the data types, see Field types reference.
6. Select Save.

결과

The context input appears in the appropriate fields of rules, recommendations, and resource generators.

• Default search term pill picker in the Contextual AI Search Config section of Context form.
• Advanced Condition drop-down field of the Rule form.
• Pill pickers in the Action inputs section of the Recommendation form.
• Default search term pill picker in the Contextual AI search configuration section of the Context form.
• Pill pickers in the Generator inputs section of the Resource generator form.

다음에 수행할 작업

Use the context inputs for creating the conditions in rules, and action inputs in recommendations and generator inputs in resources generators.