Post a Note to Customer Card

Adds a note to the customer card.

Dependencies

• This action requires Digital Experience.
• Before working with digital scripts, learn about the differences between traditional ACD scripts and digital scripts.

Supported Script Types

Digital

Input Properties

These properties define data that the action uses when executing.

Property	Description
Caption	Enter a short phrase that uniquely identifies this action in the script. The caption appears on the script canvas under the action icon. The default is the action name.
CustomerId	The variable that holds the contact's customer ID in the CRM Third-party systems that manage such things as contacts, sales information, support details, and case histories.. The default is {CustomerId}.
Note	The note you want to add to the customer card. You can use a variable in this field.

Result Branch Conditions

Result branch conditions allow you to create branches in your script to handle different outcomes when an action executes.

Condition	Description
Default	Path taken unless the script meets a condition that requires it to take one of the other branches. It is also taken if the action's other branches are not defined.
OnError	The path taken when the action doesn't execute properly. For example, when there's an unexpected problem, such as poor connectivity, syntax errors, HTTP error codes, and so on. The ERR variable should be populated with a condensed explanation of the problem.
OnInvalidCustomerId	The path taken if the customer ID is not valid.
OnSuccess	Path taken if the action completes without errors and any API calls or data returns were successful (2xx response codes).