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[NEW] Capability to search visitors by custom fields #26312

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merged 42 commits into from
Aug 25, 2022

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cauefcr
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@cauefcr cauefcr commented Jul 20, 2022

Proposed changes (including videos or screenshots)

Users of the endpoints api/v1/omnichannel/contact.search and /api/v1/livechat/visitors.search are now able to search by custom fields in their objects.
Capability of selecting if a custom field can be searched for is added in the Omnichannel pannel as a toggle for searchable, the included JSON in the Accounts' Custom Field example has been updated to make it explicit for future configurations that the field has to be enabled as searchable for that to happen.

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Steps to test or reproduce

Create a new custom field on Omnichannel->custom field, selecting it as searchable.
Edit a LiveChat visitor conversation to include custom field created above.
On the contact center, you can now search for the contents of that custom field.

Further comments

I completely broke the other branch, so here it is again

@alvaropmello alvaropmello added this to the 5.1.0 milestone Jul 21, 2022
@KevLehman
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KevLehman commented Jul 26, 2022

image
Even with searchable: true, the value is not stored, and it's not shown on the UI

Edit: looking better, the first save (creation) doesn't include the "searchable" status, but it's included in next saves. That means "searchable" is not required (missing validation?) but it should (as a boolean would be true or false by default, so we'll have always a value)

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The above comment 🙏

@cauefcr
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cauefcr commented Jul 27, 2022

image Even with searchable: true, the value is not stored, and it's not shown on the UI

Edit: looking better, the first save (creation) doesn't include the "searchable" status, but it's included in next saves. That means "searchable" is not required (missing validation?) but it should (as a boolean would be true or false by default, so we'll have always a value)

Oh man, i didn't change the creation page, only the edit page, fixed now.

@cauefcr cauefcr requested a review from KevLehman August 24, 2022 16:08
KevLehman
KevLehman previously approved these changes Aug 25, 2022
@casalsgh casalsgh dismissed sampaiodiego’s stale review August 25, 2022 14:08

All approved. Just unblocking the PR

@KevLehman KevLehman dismissed stale reviews from aleksandernsilva and themself via ae4ee00 August 25, 2022 16:52
@casalsgh casalsgh requested review from a team August 25, 2022 21:47
@sampaiodiego sampaiodiego changed the title [IMPROVE] Capability to search visitors by custom fields [NEW] Capability to search visitors by custom fields Aug 25, 2022
@sampaiodiego sampaiodiego merged commit 6e77912 into develop Aug 25, 2022
@sampaiodiego sampaiodiego deleted the fix/custom-field-search2 branch August 25, 2022 23:07
gabriellsh added a commit that referenced this pull request Aug 26, 2022
…hreads

* 'develop' of github.com:RocketChat/Rocket.Chat: (93 commits)
  Chore: Upgrade dependencies (#26694)
  Chore: More Omnichannel tests (#26691)
  Regression: Banner - Room not found - Omnichannel room (#26693)
  [NEW] Capability to search visitors by custom fields (#26312)
  Chore: Create tests for Omnichannel admin add a custom fields (#26609)
  [FIX] Avatars of other chats disappear when they located near chat with broken avatar (#26689)
  [IMPROVE] Added identification on calls to/from existing contacts (#26334)
  Regression: invalid statistics format  (#26684)
  Regression: "Cache size is not a function" error when booting (#26683)
  [FIX] Correct IMAP configuration for email inbox (#25789)
  [FIX] Active users count on `@all` and `@here`  (#25957)
  [FIX] Autotranslate method should respect setting (#26549)
  Chore: Remove italic/bold font-style from system messages (#26655)
  Chore: Convert AppSetting to tsx (#26625)
  Chore: Remove & Test old closeChat templates (#26631)
  [IMPROVE] General federation improvements (#26150)
  [NEW] Warn admins about running multiple instances of the monolith (#26667)
  Regression: Prevent message from being temp forever (#26668)
  Regression: Add alsoSendThreadToChannel to user settings api (#26663)
  [IMPROVE] Spotlight search user results (#26599)
  ...
csuadev pushed a commit that referenced this pull request Aug 26, 2022
@murtaza98 murtaza98 mentioned this pull request Sep 2, 2022
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8 participants