{"id":3011,"date":"2022-12-02T16:01:33","date_gmt":"2022-12-02T15:01:33","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=3011"},"modified":"2025-02-25T16:58:26","modified_gmt":"2025-02-25T15:58:26","slug":"values-tables","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/values-tables\/","title":{"rendered":"Value tables &#8211; Set them up"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"400\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"\" class=\"wp-image-3984\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p>[<em>Reading time: 3 minutes<\/em>]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"overview\">Overview<\/h2>\n\n\n\n<p>A value table is a tool for associating:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>input data (e.g. a word, a number, customer data, etc.) \u27a1\ufe0f &#8220;Reference&#8221;<\/li>\n\n\n\n<li>with output data (e.g. a country, a customer team, a phone number, etc.). \u27a1\ufe0f &#8220;Value&#8221;<\/li>\n<\/ul>\n\n\n\n<p>These correspondences will be tested to automate different actions in a smart routing or in a workflow.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1681\" height=\"1023\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/01\/undraw_spreadsheets_383w.png\" alt=\"\" class=\"wp-image-4634\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p>The value tables can be used for all three channels (voice, email, messaging).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Configuring<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1) Creation<\/h3>\n\n\n<p>Value tables are created in the \u201cToolbox\u201d section of the Maker.<\/p>\n<p><em>Note: 2 value tables can have the same name, but the reference must be unique. Description is optional.<\/em><\/p>\n<p>Once created, the table of values can be filled with matches.<\/p>\n<p>By default, the limit of matches is set to 50.<br \/>For more information, see the article on limits by clicking<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/limits-client-account-settings\/\" target=\"_blank\" rel=\"noopener\"> here<\/a>.<\/p>\n<p><!-- \/wp:post-content --><\/p>\n<p><!-- wp:image {\"id\":4686,\"width\":\"450px\",\"height\":\"auto\",\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"align\":\"center\"} --><\/p>\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"972\" height=\"716\" class=\"wp-image-4686 aligncenter\" style=\"width: 450px; height: auto;\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/02\/Capture-de\u0301cran-2025-02-14-a\u0300-14.21.45.png\" alt=\"\" \/><\/figure>\n<p><!-- \/wp:image --><\/p>\n<p><!-- wp:paragraph --><\/p>\n<p><em>Note: one value can correspond to several references.<br \/>E.g. you want to match several cities to a single phone number.<\/em><\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<h3>2) Import\u00a0<\/h3>\n<p>Open your previously created value table.<\/p>\n<p>To fill in your value table, you can complete the correspondences by manual input.<\/p>\n<p>You can also import the correspondences.<\/p>\n<p>To help you, a CSV template is available. To use it, click on the cogged wheel and then on \u201c<strong>download a CSV template<\/strong>\u201d.<\/p>\n<p>On the cogged wheel, you can also use \u201c<strong>import the correspondances<\/strong>\u201d.<\/p>\n<p>You can then import your file, choose the delimiter, and choose whether or not to import the data in the event of an error.<\/p>\n<p>You&#8217;ll then need to choose which of your spreadsheet&#8217;s columns will be entered in \u201cName\u201d, which in \u201cReference\u201d and which in \u201cValue\u201d.<\/p>\n<p>If you wish, you can use one or more filters.<br \/>To do this, select the column to be filtered, choose whether the value should be :<\/p>\n<p><!-- wp:paragraph --><\/p>\n<p><!-- \/wp:paragraph --> <!-- wp:list --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li><strong>an exact match<\/strong> (e.g. I only want the rows in the column where the value \u201cParis\u201d is indicated, so I choose the = symbol).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --> <!-- wp:list-item --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li><strong>a partial match<\/strong> (e.g. I want all rows that include \u201cParis\u201d -&gt; Paris-Notre-Dame, Paris-9e, Paris-le-Marais, etc., I choose LIKE)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --> <!-- wp:list-item --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li><strong>an exact excluded match<\/strong> (e.g. I don&#8217;t want the lines where the value is \u201cParis\u201d, I choose the != symbol)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><\/p>\n<p><!-- \/wp:list --><\/p>\n<h3>3) Export<\/h3>\n<p><!-- wp:paragraph --><\/p>\n<p>Once the value tables have been set up, you can export them.<\/p>\n<p>As with imports, you can apply one or more filters.<\/p>\n<p>There are 2 possible types of export:<\/p>\n<p><!-- \/wp:paragraph --> <!-- wp:list --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li><strong>export value tables<\/strong>: directly in the list of value tables<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --> <!-- wp:list-item --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li><strong>export value table correspondences<\/strong>: in a particular value table<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><\/p>\n<p>In both cases, exports can be retrieved by opening your user capsule (by clicking on your name in the top right-hand corner), then clicking on \u201cMy account\u201d, and finally on \u201cMy exports\u201d.<\/p>\n<p><!-- \/wp:list --><\/p>\n<h3>4) Use in Smart routings and workflows<\/h3>\n<p><!-- wp:paragraph --><\/p>\n<p>Please make sure to create everything you&#8217;ll need upstream (queues, variables, etc.).<\/p>\n<p>Once created, value tables can be integrated in:\u00a0<\/p>\n<p>1\ufe0f\u20e3 Smart Routings: orient interactions according to dynamic criteria.<br \/>2\ufe0f\u20e3 Workflows: automate actions based on stored data.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<p><!-- wp:list-item --><\/p>\n<p><!-- \/wp:list-item --><\/p>\n<p><!-- wp:list-item --><\/p>\n<ol class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\u00a0<\/li>\n<\/ol>\n<p><!-- \/wp:list-item --><\/p>\n<p><!-- wp:list-item --><\/p>\n<ol class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\u00a0<\/li>\n<\/ol>\n<p><!-- \/wp:list-item --><\/p>\n<p><!-- \/wp:list --><\/p>","protected":false},"excerpt":{"rendered":"<p>A values table is used to test matches and then make a distribution.<br \/>\nThe values tables are created in the Maker and can then be used in a Smart Routing to direct the client. For example, depending on the word spoken for voice recognition, the client will enter the right queue.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[107],"ht-kb-tag":[147,131,123],"class_list":["post-3011","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-configuring","ht_kb_tag-admin","ht_kb_tag-maker","ht_kb_tag-smart-routing"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3011","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=3011"}],"version-history":[{"count":7,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3011\/revisions"}],"predecessor-version":[{"id":4768,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3011\/revisions\/4768"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=3011"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=3011"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=3011"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}