[DP-15] Lookup Multiple Personal Records
Problem
Users lose track of activities, tasks, requests, and other records that are relevant to their day-to-day work
What does this pattern do?
Enable users to find their own personal records. You can visualize this as a filter applied on a table like below:
![dp 15 dp 15](/static/a9c144beeb3c41e386f1bc86812797e6/c6bbc/dp-15.png)
Who are my direct reports?
Moveworks passes user data to API:
{"user": "gwen@moveworks.ai"}
One moment, fetching your results. This may take ~10 seconds
Philip Kibbey: Director of CS Operations
Sofie Zarrabi: Area Director, Customer Success
I want to see Philip's phone number.
Sure thing! Here is Philip's information:
Philip Kibbey: Director of CS Operations
Phone: +1 (555) 999-0000
Example Use Cases
- HR: View my direct reports
- Time & Expense: View my current flights
- Facilities: View my office deliveries
Design Considerations
Design time
- Must consume user's email address in your automation tools.
- Must return a list of records from the API. Each record should be a simple JSON dictionary. (No embedded lists)SupportedNot Supported
[ { "attribute1": "value1" }, { "attribute2": "value2" }, ]
[ { "attribute1": [{"related_record_id_1": "value1"}, {"related_record_id_2": "value2"}] }, { "attribute2": "value2" }, ]
Run time
- Bot will not provide any details from the user utterance
- Bot will automatically generate a record selection experience for user based on the "identifier" of the record.
- Bot will support up to 20 records in the list view.