Interactions table in Profile view
Learn about the Interactions table in the Profile view.
An interaction represents an event (or transaction) that occurs at a particular moment, such as, making a retail purchase, opening an email, opening a support case, or, visiting a website. Interactions can be associated with multiple entities (actors), have an interaction type, and have associated attributes. Effectively, interactions represent transactional data associated with an entity.
Configure your Profile view to include the Interactions view table. Update your UI configuration file to add the configuration for interactions, for example:
{
"id": "com.reltio.plugins.entity.InteractionsTable",
"component": "InteractionsTable",
"caption": "Interactions view table",
"interactionType": "configuration/interactionTypes/Meeting"
},Specify an interaction type in the configuration to view only interactions of that type in the table. If you don't specify an interaction type, the table displays details for all types.
Here's a sample Interaction view table in the Profile view:
In the interactions table, view the date and the actors involved in the interaction. The interactions are displayed in reverse chronological order by default. The most recent activity is listed first, followed by each activity that occurred before that.
Manage interactions by using the search and filter options. Show or hide attributes for interactions and focus on the value of the interaction data that matters to you.
Search interactions
Select the Search icon to open the search bar and specify the criteria to search for interactions in the table.
For example, you can search by the member label, that is the name of the actor. Select the Search icon and enter the name of the entity. The interactions list is updated to display only those interactions with the specified entity name.
Filter interactions
Select the Filter icon to view the details of only the required interactions. When you click the Filter icon, the filter icon changes and the filter drop-down is displayed next to the column name in the table.
For example, let us view interactions that occurred on a specific date, say the 16th of July. Select the dropdown in the Date column. Select the arrow next to the On operator to see the list of operators based on the attribute or column you are filtering upon.
Select the On operator and select the calendar to select the date, that is 16th July. Select Enter and the interaction table filters to display all interactions for the 16th of July.
Show/hide columns
Select Show/hide columns to add or remove columns from the table. Selecting this option displays a list of available columns, as shown below:
From this list, select the columns to be added or removed.