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Customize Journey Dashboard for Pulse

Pulse widgets for Context Services are not editable from the Pulse Template Management UI. To customize widgets for Context Services, you must edit and submit the templates through the Pulse REST API.

Prerequisites

Component Version
GMS 8.5.106.xx
Pulse 8.5.102.xx or 8.5.105.01
Important
Versions 8.5.103 and 8.5.104 are not supported.
GAX 8.5.102.18

Set Pulse Permissions

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Open GAX or Genesys Administrator and navigate to Configuration > Persons. Select your user and edit his or her permissions to add the GAX EZPulse permissions, then Save.

Create Journey Pulse Widgets

Add journey sample layouts to Pulse

Context Services Pulse layout samples are available in the following directory:

  • <GMS installation directory>/Pulse_8.5.102 for integration with Pulse 8.5.102 versions.
  • <GMS installation directory>/Pulse_8.5.103 for integration with Pulse 8.5.105.01.

To deploy these samples in Pulse, you can use the Genesys Pulse Restful Web Service API.


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Start a Restful client application (Postman in our example). Submit a POST or PUT API query to GAX to publish the layout sample.

  • For Pulse 8.5.102 versions:
    • POST /api/wbrt/layouts/ to deploy a new layout.
    • PUT /api/wbrt/layouts/<id> to update an existing layout.
  • For Pulse 8.5.105.01:
    • POST /api/wbrt/templates/ to deploy a new layout.
    • PUT /api/wbrt/templates/<guid> to update an existing layout.


Add your widgets

For Pulse 8.5.102 versions

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Once the templates are published in Pulse, it's very easy. Just navigate to your Pulse Dashboard. The new layouts will be available in the creation wizard.


For Pulse 8.5.105.01 version

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Once the templates are published in Pulse, it's very easy. Just navigate to your Pulse Dashboard. The new layouts will be available in the creation wizard.

Edit Pulse External Templates

Retrieve your layout for Pulse 8.5.102

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Open Pulse in Genesys Administrator extensions and navigate to your Context Services widget. Append /debug at the end of your URL. The widget and layout IDs will show up in the left corner of each widget.

In our example, 297:168 means that the widget ID is 297 and the layout ID is 168.

Get the layout definition of your widget

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Start a Restful client application (Postman in our example). Submit a GET API query to GAX to retrieve the layout associated to your widget ID:
GET http://<host>:<port>/gax/api/wbrt/layouts/<layoutID> URL with the header set to Content-Type= application/json See the Genesys Pulse Restful Web Service API for further details.

[+] Expand the layout example

Retrieve your layout for Pulse 8.5.105.01

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CS ZEPulseWidgetLayoutInTab.png

Open Pulse in Genesys Administrator extensions and navigate to your Context Services widget. Append /debug at the end of your URL and press Enter.

  • The URL is restored to its previous state (without /debug).
  • The widget and layout GUIDs will show up as a clickable link available in the right bottom corner of each widget.

Click the link to display the layout in a separate tab.

Edit and publish the layout

To learn how you can modify the layout, read the detailed section below. Then, deploy or update your layout.

How to modify the JSON Layout

Each Pulse template has a unique ID, a definition, and a state property. If you wish to modify the template, do not modify the template ID; else, if you modify this ID, you will create a new template. 

{
    "id": <id>,
    "state" : { /** specific state information - do not modify **/
    "definition": {
        /*... See Definition section */
    },
   "generator_info": { /** specific generated information - do not modify **/
   }
}
Important
In Pulse version 8.5.105.01, the templates use the guid field instead of id.

Definition property

In the Definition parameter of the JSON layout, you will find the following parameters.

Important
Not all Pulse parameters are listed below.
Field Description
name Defines the template name displayed to the User in the Add a Widget interface of Pulse.
description Defines the template description displayed to the User in the Add a Widget interface of Pulse.

"Customized demo of the integration between Pulse and Context Services - Context Services's metrics grouped by service type"

layout_type Defines the source of the layout type. Do not modify this type; it must be set to ltDATADEPOT. DataDepot is an internal collector that Context Services uses to communicate with Pulse.
refresh_interval Defines the refresh interval of the template in seconds. For instance, 60.
columns Defines the content of the objects and statistics available in the template. See the columns property table below for further details.

Columns property

The following table details the JSON layout columns properties of the definition attribute.

columns
Field Description
id Defines the technical alias of the objects or statistics IDs defined in the template_columns property.

For instance, "id": "_Object$ID" or "id": "service_started"

category Category of the column that can be a dimension if set to ccDIMENSION, or a statistic if set to ccMEASURE.
format Format of this column that can be one of the following values: string, percent, integer, time
available_value Objects available in the template.
  • This field is mandatory for the Edit wizard of the widget when the user selects the object.
  • The kvalue array contains key-value pairs of Business Attribute values to use in this category.
    • The k field contains the dbid of the business attributes.
    • The v field contains the label or display name to display for this Business attribute.
"available_value": {    
 "type": "stKEYVAL",
    "kvalue": [
          {   "v": "Loan Selection",
               "k": "4460"},
         {  "v": "Credit Card Selection",
                "k": "4478"}    
     ]
 }
selected_value Objects selected in the template.
  • This field is mandatory for the Edit wizard of the widget when the user selects the object.
  • The kvalue array contains key-value pairs of Business Attribute values to use in this category.
    • The k field contains the dbid of the business attributes.
    • The v field contains the label or display name to display for this Business attribute.
"selected_value": {
    "type": "stKEYVAL",
    "kvalue": [
          {   "v": "Loan Selection",
               "k": "4460"},
         {  "v": "Credit Card Selection",
                "k": "4478"}    
     ]
 }

Template_column property

For Pulse 8.5.102 versions

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The template_column property contains an array of column templates. Each column template defines a statistic to calculate and will be displayed in the Statistics panel of the widget creation wizard. 

"template_column": [
            {
                "id": "service_started",
                "type": "ctDATADEPOT",
                "format": "integer",
                "category": "ccMEASURE",
                "label": "started",
                "vt": "vINT",
                "dd_column": {
                    "group_name": "cs.service",
                    "expr": "#a = #dd_stat(#dd, #organization, #group_name, #aggregate_name, {#criteria_name, #selected}, #rollup_range, #calculation_type)",
                    "aggregate_name": "service.started",
                    "rollup_range": "DAY",
                    "calculation_type": "COUNT",
                    "criteria_name": "service_type"
                }
            },
            { /** Other statistics **/
                }
   ],

For Pulse 8.5.105.01 version

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The template_column property contains an array of column templates. For each dd_column, Pulse displays details on how this column is calculated: type of calculation, roll-up period, aggregate, group names, and more.

Create dd_column objects

Each dd_column object is a JSON Object that defines the statistics data and calculations. The statistics is calculated within the expr mandatory property that is a Spring expression. See the official documentation here.

This expression calls a custom extension function dd_stat to retrieve Statistics and assigns the result to a variable named "a". The expression uses the other properties defined in the dd_column structure to calculate the statistics.

Property Name Possible Values Definition
expr Spring Expression Language (SpEL). Defines a statistic using the above values to create a Spring expression. The expression uses the properties defined in the dd_column structure:
  • group_name
  • aggregate_name
  • criteria_name
  • calculation_type
group_name cs.service Group to use for Context Services.
aggregate_name
  • service.started
  • service.completed
  • service.associated
  • state.started
  • state.completed
  • task.started
  • task.completed
  • service.duration<SUM,AVG,MIN,MAX>
 Events used for the statistics.
criteria_name
  • media_type
  • service_type
  • state_type
  • task_type
 Not mandatory.
calculation_type COUNT Counts events.
SUM

MIN MAX AVG

Used for duration statistics (service.duration<SUM,AVG,MIN,MAX>).
rollup_range
  • "QUARTER_HOUR"
  • "HALF_HOUR"
  • "HOUR"
  • "DAY"
  • "WEEK"
  • "MONTH"
  • "QUARTER_YEAR"
  • "HALF_YEAR"
  • "YEAR"
 Timeframe for the statistic.

The dd_column example above retrieves a simple value, but it could report a percentage value. For example, you can report a percentage of services started for one media type compared to all of the started services or media types. 

#a = #dd_stat(#dd, #organization, #group_name, #aggregate_name, {#criteria_name, #selected}, #rollup_range, #calculation_type);
#b = #dd_stat(#dd, #organization, #group_name, #aggregate_name, {}, #rollup_range, #calculation_type);
#a = T(java.lang.Double).parseDouble(#a);
#b = T(java.lang.Double).parseDouble(#b);
(#b == 0) ? 0 : #a*100/#b

The code above queries two Data Depot metrics, converts each value from String to double , then calculates the required percentage value. As you may have noticed, both expressions used the #selected variable.

Metrics across multiple groups

The Pulse layout definition allows you to query for the same metrics across multiple groups (for example, media types). To do so, you can define a list of all possible values in the structure called available_value. During the widget configuration, the Pulse user will select the available values to display on the dashboard.

The values that the user selects are saved as a subset of the available values in the selected_value structure and later iterated to provide the result. 

"available_value" : {
  "kvalue" : [{
    "v" : "media type 1",
    "k" : "1"
  }, {
    "v" : "media type 2",
    "k" : "2"
  }, {
    "v" : "media type 3",
    "k" : "3"
  }],
  "type" : "stKEYVAL"
},
"selected_value" : {
  "kvalue" : [{
    "v" : "media type 1",
    "k" : "1"
  }, {
    "v" : "media type 2",
    "k" : "2"
  }],
 "type" : "stKEYVAL"
}
This page was last edited on April 27, 2017, at 10:02.
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