Manage Context Service Fieldsets

Document created by Cisco Documentation Team on Mar 13, 2017Last modified by Cisco Documentation Team on Aug 3, 2017
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Context Service Fieldsets

The Hybrid Context Service Fieldsets page displays a list of all Cisco base fieldsets and any custom fieldsets configured for Context Service in your organization. A fieldset is a collection of fields, grouped with an inherent logic based on your business needs.

Access Context Service Fieldsets

   
  1.  

    Sign in to the Cisco Cloud Collaboration Management portal.

      

  2.  

    Click Services to see all of the services enabled for your account.

      

  3.  

    On the Hybrid Context card, click Fieldsets.

      

  

The Fieldsets page displays a table of all available fieldsets, with these attributes:

  
  •  

    Fieldset ID—Displays unique fieldset ID.

      

  •  

    Description—Displays the description for the fieldset.

      

  •  

    No. of Fields—Displays the number of fields included in this fieldset.

      

  •  

    Source—Indicates if the fieldset is a Cisco base fieldset or is a custom fieldset created for your organization.

      

  •  

    Date Updated—Displays the date this fieldset was last updated.

      

  

To sort fieldsets by an attribute, click the column headers in the fieldset table. To view fieldset details, click the fieldset name in the list.

  

Click the search icon above the Fieldsets list to search for a fieldset. You can search by any fieldset attribute. Search is case insensitive and supports exact match search.

  

View Fieldset Details

Click a fieldset name on the Fieldset page to view fieldset details, with these attributes:

  •  

    Status—Indicates if the fieldset is in use. A fieldset is in use when it is added to a Context Service object.

      

  •  

    Description—Displays a description of the fieldset.

      

  •  

    Fields—Displays the number of fields in this fieldset. Click Fields to display a detailed list of fields in this fieldset along with their field ID, classification, and type.

      

  •  

    Date Updated—Displays the date this fieldset was last updated.

      

  •  

    Delete Fieldset—Click to delete this fieldset.

      


    Note


     

    The delete link is not available if the fieldset is a Cisco base fieldset or is in use.

      
      

Click Edit to change fieldset attributes.


Note


 

The edit link is not available if the fieldset is a Cisco base fieldset or is in use.

  

Create New Fieldsets

Cisco Context Service ships with a set of base fieldsets that contain base fields. You can use these fields and fieldsets to store your customer data, for example a customer record object that contains the customer contact information. You can also create new fieldsets specific to your organization from the Fieldsets page.

See Context Service Objects for more information on storing customer data.

 

To add a new fieldset to to your organization:

  
  1.  

    Click New to open the Create New Fieldset dialog box.

      


    Note


     

    You can create up to 1,000 fieldsets for your organization.

      
      
  2.  

    Provide these details for the new fieldset:

      

    •  

      Fieldset ID—Enter a unique ID for this fieldset.

        

    •  

      Description—Enter a description of this fieldset.

        

      
  3.  

    Click Next.

      

  4.  

    Search and select the fields you want to add to this fieldset, one at a time. Fields are displayed in the order they are added to the fieldset.

      


    Note


     

    You can add up to 50 fields to a fieldset.

      
      
  5.  

    Click Create once you have added all the fields.

      

  

Edit Fieldsets

 

You can edit fieldsets created for your organization when they are not in use. You cannot change the Fieldset ID attribute. You cannot edit Cisco base fieldsets.

  

To edit a fieldset:

  
  1.  

    Click a fieldset name on the Fieldset page. The Fieldset details open.

      

  2.  

    Click Edit.

      

  3.  

    Edit the attributes you want to update and click Next.

      

  4.  

    Update the list of fields in this fieldset and click Save.

      

  
 

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