10 ways to get the most out of substitution in Intelligent Advisor #6 #7 and #8

The northern hemisphere summer is here, and most of my colleagues are sitting in their offices wishing they were on holiday. So it is with a light touch and a happy smile that we continue our series of articles about substitution. As we saw in previous parts of this series, there are lots of very interesting ways to use this feature to enhance your interview.

Today we will look at a couple of “forgotten” examples that are terrific in their own way.

List Substitution

Let’s begin with a really neat one that can save lots of time modeling and extending things. Consider the following Screen:

Substitution with Lists

Obviously the Contact Method attribute is showing the phone numbers entered. And that can help the user quickly select the correct number. Behind the scenes, it looks like this. You can use substitutions to display information in a list:

Couldn’t be easier! This is one of our favorite methods of using substitutions to make sure the end user is given simple to follow steps, and list substitution is a really easy way to do that.

Our next two examples are very different, but useful in their own way. They revolve around substitutions in file names:

Form Name with Dynamic Names

This is almost two examples in one, although the first one probably could have been guessed. Imagine you have a PDF or other Form that your user is going to download. To personalize the download you can use two substitution methods:

Substitution with Forms

First, of course, you can use a substitution in the hyperlink. Secondly, you can include a substitution in the filename that is proposed to the end user. It looks like this in the end user interface:

Neat, huh?

Upload Files with Prefixes

And the same is true when working with files that the end user is uploading rather than downloading. You can add a substitution to the Upload Group and this will ensure that when the file ends up in your CX application, the file has a prefix that is the value of the substituted attribute when it is submitted to the application:

Substitution with File Upload Groups

These features are really good value for money – simple to implement and they provide easy-to-understand benefit for the customer.

See you in the next part of the series. If you missed any bits, here are the links to the other chapters:

1 – Substitution in Error and Warning Rules

2 – Substitution in Attributes and Explanations

3 – Substitution using Gender Attributes

Richard Napier

Author: Richard Napier

After 8 years in case management and ERP software roles, Richard Napier joined Siebel Systems in 1999 and took up the role of managing the nascent Siebel University in Southern Europe. He subsequently was Director of Business Development and Education for InFact Group (now part of Business & Decisions) for 8 years. He now runs Intelligent Advisor IT Consulting OÜ. Owner of intelligent-advisor.com, he also is Co-Founder of the Siebel Hub.

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