Overview
Use this API to change the customer of one or more activities.
For this API to execute successfully:
- At least one activity must be present in the request body.
- The target customer of any of the activities must not be same as the current customer.
- All activities provided in the request body must exist in the application.
- All activities must be in status "in queue waiting to be assigned" or "assigned to a user".
- If a response exists in application for any of the activities provided in the request body, the response must be in "Completed" status.
- None of the activities must be locked by another user.
- For each activity, a contact point must be provided. The following rules apply:
- An email activity can be associated only with an email contact point.
- A Calltrack activity can be associated only with a phone contact point.
- A social activity can be associated only with a social contact point. The below rules apply:
- A Social activity of "Twitter" subtype can be associated with only a social contact point of type "Twitter".
- A Social activity of "Facebook" subtype can be associated with only a social contact point of type "Facebook".
- A Social activity of "Instagram" subtype can be associated with only a social contact point of type "Instagram".
- Social activities of other subtypes can be associated with social contact points of any type.
- All other types of activities can be associated with any contact point.
- All contact points provided in the request body must exist in the application and belong to the same customer.
- If "Customer departmentalization" setting is enabled in the application, the customer of the target contact point and the customer of the activity must belong to the same department.
- No more than 75 activities must be sent in the request body.
As part of completing this API request:
- Customer, contact and contact point of the activities provided in the request body is changed.
- If any of the activities have responses which are in a "Completed" status, the customer, contact and contact point for those response activities are changed.
- The value of the field "contactPointData" of the activity is not changed. This is retained with the original value. Only the customer association of the activity is changed.
- After changing the customer of the activities, the customer of the case changes only if all of the below are true:
- All the activities provided in the request belong to the same case.
- All the activities of the case belong to the same customer.
Permissions
Actor |
Permission |
User |
All of the following are required:- Must have 'Change Customer' action on 'Customer' resource.
- All the activities must belong to either the user's home department, or to a department in which the user is a foreign user.
|
Client Application |
No additional permission required. |
Licenses
Actor |
License |
User |
The logged in user must have the following licenses:- eGain Advisor Desktop or eGain MailPlus: To change the customer of email or social activities.
- eGain Advisor Desktop or eGain CallTrackPlus: To change the customer of calltrack activities.
- Any User License: To change the customer of other activity types. Refer Licenses section for more information.
|
Client Application |
No additional licenses required. |