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Lists (Lookups)

Lists (Lookups)

Owned by Olesya Tantsyura
Last updated: Dec 20, 2024
3 min read

1.Description

It is designed to create lists of phone numbers of subscribers.

It is used in Flow schemes for verification (depending on the scheme's construction). It is also used in setting up Queues, where you can enter a List as a Stop List.

It consists of the following elements:

  1. Creation tool (Fig.1(1));

  2. Search field (Fig.1(2));

  3. Refresh button (Fig.1(3));

  4. Registry (Fig.1(4));

  5. Pagination (Fig.1(5)).

Fig. 1. Lists page

1.1. Creation tool

Use the Add button (Fig.1(1)) to create a new object. Access to a General tab opens after clicking. You can open tabs for existing Lists through the entries editing tool (see paragraph 1.4.5).

Tab:

1.2. Search field

The search is performed on the Name column.

1.3. Refresh button

(Fig.1 (3)).

1.4. Registry

The registry is a list of entries of existing objects in this section, each of which consists of a set of fields:

  1. Checkbox;

  2. Name;

  3. Numbers;

  4. Download tool;

  5. Editing tool;

  6. Removal tool.

If there is no entry on the page, then an additional Add button is displayed in the register, the functionality of which duplicates the Add button in paragraph 1.1.

1.4.1. Checkbox

Fig. 2. Confirm deletion modal window

1.4.2. Name

The name of the List is displayed here.

1.4.3. Numbers

This displays the number of phone numbers in the list.

1.4.4. Download tool

When the  button is clicked, the numbers.csv file is downloaded, which contains the phone numbers of subscribers from the list.

1.4.5. Editing tool

1.4.6. Removal tool

Fig. 3. Confirm deletion modal window

1.5. Pagination

2. Opportunities

2.1. Create a new List

Goal

Create a new List

Goal

Create a new List

Preconditions

  1. Access to the Admin application;

  2. Access to the Lists section in the Admin application;

  3. Permission to create in the Lists section.

Steps

 

  1. Click the Add button. The General tab opens.

  2. Enter data. The Save button becomes active.

  3. Click the Save button

Result

Data saved. List is created

2.2. Delete a List

Goal

Delete a List

Goal

Delete a List

Preconditions

  1. Access to the Admin application;

  2. Access to the Lists section in the Admin application;

  3. Permission to select and delete in the Lists section;

  4. The presence of at least one List.

Steps

 

  1. Find the List you want to delete in the registry;

  2. Click on the delete button - . A modal window opens to confirm the deletion;

  3. Click the Yes button.

Result

The modal window closes. The List is removed.

2.3. Delete several Lists

Goal

Delete several Lists

Goal

Delete several Lists

Preconditions

  1. Access to the Admin application;

  2. Access to the Lists section in the Admin application;

  3. Permission to select and delete in the Lists section;

  4. The presence of at least one List.

Steps

 

  1. Find the Lists you want to delete in the registry. Select them using the checkbox;

  2. Click on the delete button at the top of the registry. A modal window opens to confirm the deletion.

  3. Click the Yes button.

Result

The modal window closes. Lists are removed.

2.4. Edit a List

Goal

Edit a List

Goal

Edit a List

Preconditions

  1. Access to the Admin application;

  2. Access to the Lists section in the Admin application;

  3. Permission to edit in the Lists section;

  4. The presence of at least one List.

Steps

 

  1. Find the List you want to edit in the registry entries.

  2. Click on the edit button in the entry of this List. The General tab opens.

  3. Make changes.

  4. Click the Save button.

Result

Data saved.

2.5. Download the phone numbers of subscribers from the list

Goal

Download the subscribers' phone numbers from the list

Goal

Download the subscribers' phone numbers from the list

Preconditions

  1. Access to the Admin application;

  2. Access to the Lists section in the Admin application;

  3. Permission to edit in the Lists section;

  4. The presence of at least one List.

Steps

 

  1. Find the subscribers' phone numbers you need to download in the registry.

  2. Click the download button () at the line of this list.

Result

The numbers.csv file is downloaded, which contains the phone numbers of subscribers from the list.