Feature request: Create a new user/campaign/phone based on..

[kchung]

When in our various admin pages, it'd be nice to be able to create new users, campaigns or phones based on template objects.

I tend tend to create many of the same things over and over again, such as new users, new phones for the new users, or new campaigns and they are very similar to existing objects.

Here's an example idea for user account templates:

When you're in the "Add New User" screen, have a dropdown box labeled "Based on:", which contains the following selections: New Template, New Unique and names of existing templates.

To create a new template, select New Template. When you submit, it creates a new user template. The the name field would be the template name and password field would be ignored. Continue to edit the user template and save changes

When you create additional new users, fill out name, pass, phone, phonepass. If you want to create a user based on a existing template, select the template name in the "Based on:" dropbox and choose next. For new unique user, just select "New Unique".

Users List would be changed as well. After listing all the users, there would be a secton labeled "Template Listing:" which lists all the template users in the system, laid out just like the Users Listing above.

When you modify a user, have a "Copy Settings From: "dropdown box after Phone Pass, which contains a list of the templates would reset user settings based on the template.

Now, apply these concepts to creating new campaigns and phones!

[mflorell]

This sounds like a good idea.

Would the templates be something that exist in something like an XML file or in a new set of database tables?

Can you post this to the tracker as a feature request?

[kchung]

I think an entry in the user/campaign/phone table that's marked as a template is fine. We're used to messing w/ a db anyway, why go xml? It'll make things easier to code too, as you're just copying that record except for the login info.

[mflorell]

OK that sounds like it would work, I'll try to play around with that after I have finished the agent-only and dialing-only feature for servers.

[kchung]

Feature request has been added to mantis: http://www.eflo.net/VICIDIALmantis/view.php?id=30

[mflorell]

Thanks. I am think about merging the astguiclient and vicidial admin.php pages together and this would be easier to implement once those two are put together.

[kchung]

Just saw that you noticed someone making a duplicate feature request for this. Any idea when we'll have this implemented?

[mflorell]

Noone has posted a patch and it's not a high priority.

I'm pretty busy at the moment working on client-requested features.

This shouldn't be that difficult, just time-comsuming.

If I get time I'll try to at least get the User-template done for 2.0.3