About This Guide
Prerequisites
API Versions
findOrCreate.saveToTranscript
findOrCreate.showOnCreate
findOrCreate.linkToEntity
findOrCreate.displayToAgent
Find and Create Records Pre-Chat API Code Sample
Use the findOrCreate.saveToTranscript method to find or create a record and save it to the chat transcript associated with the chat.
Saves the record that you found or created using the findOrCreate.map.doCreate or findOrCreate.map.doFind Pre-Chat API methods to the chat transcript associated with the chat when the chat ends.
Available in API versions 29.0 and later.
<input type=“hidden” name= “liveagent.prechat.findorcreate.saveToTranscript: String entityName” value= “String transcriptFieldName” />
| Name | Type | Description | Available Versions |
|---|---|---|---|
entityName | String | The type of record to search for or create when an agent accepts a chat with a customer—for example, a contact record. | Available in API versions 29.0 and later. |
transcriptFieldName | String | The API name of the field on the chat transcript record to which to save the ID of the record you found or created. | Available in API versions 29.0 and later. |