Setup views
Before the customer support widget can display any data, a View needs to be created in Polytomic for the widget to pull data from. All that's needed to define a View is a selection of fields from the models you've already constructed.
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In Polytomic, go to Views → Create View.
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Select the model fields you would like to show up in your widget using the model field dropdown menu.

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Select the connection you would like to enable the view for using the connection dropdown menu.
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Specify which of your View fields designates a user email address. The Polytomic widget will use the email address in your support ticket to connect to the View.

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Click 'Save'.
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In the system you enabled the View for, open the Polytomic widget in the context of a user email/support ticket. If the user's email is present in the model, your View data will display on demand.

Updated 12 months ago