CSR configuration prep in Knack

This doc describes the process for adding new tables and pages to an existing Knack application to prep for CSR integration.

This process involves:

• Importing 3 tables

• Setting up field matching during import

• Reviewing all 3 tables again to configure text formulas, equations, multiple choice selections and connection fields

Importing tables

1. Use the CSR table templates found in the network drive: ATD\ATD_GIS\02_ENT_APPLICATIONS\KNACK\CSR_Configuration

   • TEMPLATE_csr_flex_notes (least amount of fields)

   • TEMPLATE_csr_activities

   • TEMPLATE_csr_issues (most amount of fields)

All templates only have field headers, will document the field mapping for each table

Field Mapping for tables

When importing from a table the "Map Columns" section auto defaults everything to "Link"

csr_flex_notes

Connections - csr_flex_notes

• For field SR PARENT

• Create a connection link to csr_issues (when that table is created)

Text Formulas - csr_flex_notes

• For ATTACHMENT_LINK

<a href="{FLEX_ATTRIBUTE_VALUE}" target="_blank">View Attachment</a>

• For ISSUE_STATUS_CODE

• {csr_flex_note SR PARENT.ISSUE_STATUS_CODE}

Conditional Rules - csr_flex_notes

• For field FLEX_ATTRIBUTE_VALUE_DISPLAY:

Rule 1

• FLEX_QUESTION_CODE contains SRATTACH

• FLEX_ATTRIBUTE_VALUE is not blank

  • Set to field value - ATTACHMENT_LINK

Rule 2

• FLEX_QUESTION_CODE does NOT contains SRATTACH

  • Set to field value - FLEX_ATTRIBUTE_VALUE

csr_activities

Multiple Choice- csr_activities

• For field CSR_ACTIVITY (see standard choices)

Conduct Investigation
Contact Citizen
Dispatch Technician/Crew
Repair/Replace
Attach Image
Send Email
Close Issue (Duplicate)
Close Issue (Resolved)
311 Feedback

• For field ENGINEER_AREA

NORTH
CENTRAL 
SOUTH

• For field ISSUE_STATUS_CODE_SNAPSHOT

csr_feedback
closed_duplicate
closed_resolved
in_progress
repairs_complete

• For field PROCESS_STATE_ESB

SENT
DO_NOT_SEND
READY_TO_SEND

Connections - csr_activities

• For field CREATED_BY - use standard audit field guidance (Accounts)

• For field csr_issue - when that table is created)

Text Formulas - csr_activities

• For fieldCSR_ACTIVITY_DATETIME_UNIX_MILLS

  • formatDate({CSR_ACTIVITY_DATETIME},x)

• For field SR_NUMBER

  • {csr_activity csr_issue.SR_NUMBER_csr}

• For field LOCATION_NAME

  • {csr_activity csr_issue.Location}

• For field ISSUE_STATUS_CODE

  • {csr_activity csr_issue.STATUS_CODE_csr}

• For field ISSUE_STATUS_DESC

  • {csr_activity csr_issue.STATUS_DESC_csr}

• For field EMI_ID

  • {csr_activity csr_issue.EMI_ID_csr}

• For field ATD Issued ID{csr_activity csr_issue.ATD_ISSUE_ID}

  • {csr_activity csr_issue.ATD_ISSUE_ID}

• For field Issue Description

  • {csr_activity csr_issue.CSR_DETAILS_csr}

Conditional Rules - csr_activities

• For field PROCESS_STATE_ESB:

Rule 1

• SR_NUMBER is blank

  • Set to custom value - DO_NOT_SEND

csr_issues

Multiple Choice - csr_issues

Text Formulas - csr_issues

Conditional Rules - csr_issues