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[NEW] Add the ability to share Account custom fields to external applications #1693

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merged 1 commit into from
Apr 21, 2020

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renatobecker
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We are now supporting a new custom field property for user accounts, called sendToIntegrations.
The new property will allow you to share the fields that have this property with external systems, such as CRM, external applications and so on.

The Omnichannel CRM integration will use this new feature, sharing all of the user custom fields that have the sendToIntegrations configured, like the example below:

{
...
    sendToIntegrations: true,
...
}

To get more details about this new feature, please take a look at this PR.

@@ -57,4 +63,6 @@ In the example above we set two new fields with the following properties:

- **private**: defines the field as private, so only users with `view-full-other-user-info` permission can see this field when viewing this user's profile.

- **sendToIntegrations**: define the field as shareable with external applications, such as Omnichannel integrations.
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At some point I think we'll need to describe better which integrations the field will be sent to.. but for now I think Omnichannel integrations is fine 👍

@renatobecker
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@marceloschmidt can you please merge this PR?
I don't have permission to do it, thanks.

@marceloschmidt marceloschmidt merged commit 6982c95 into master Apr 21, 2020
@marceloschmidt marceloschmidt deleted the send-account-custom-fields-to-integrations branch April 21, 2020 13:54
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3 participants