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Form - Advanced Settings

9,794 bytes added, 15:30, 9 March 2018
→‎Dashboard Defaults
Within bxp software (bxp), the Form structure is used the most extensively to deliver: * Inbound* Outbound* Blended* Case Management* Quality Assurance* Testing* Survey Managementdata storage for numerous modules.
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| Type || || [[Bxp_Form_Types]]
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== Access ==
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| Active || This is a simple true / false to allow users to interact with the form. False overrides the date options above. ||
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| Record Move Next Bar || This adds a bar at the top of the screen to allow easy navigation of records. This is ideal for testing but not suitable for most live production forms. ||
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| Enable Integrated Warehousing || Integrated Warehousing actives automatically but can be manually activated. ||
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== Case Management ==
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| Exception : Track Reopen || ||
{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link
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| Email From || ||
{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Dashboard - Contact Source || When using the Dashboard - Contact Source report, this field is the field that is reported against. || |-| Working Days || This field is used to delimit what days are considered working days ||
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| Dashboard Working Hours - Contact Source Start || When using the Dashboard - Contact Source report, this This field sets what is considered the normal working start of the report that is reported against. day ||
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| Working Days Hours - End || This field sets what is considered the normal working end of the day ||
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| Non Working Hours - Start Days || This field denotes days that should not be worked on ||
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| Working Hours - End Sales Outcomes || This field takes a comma separated list of outcomes which are considered "Sale" ||
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| Non Working Days Worklist - Category Field || In various parts of bxp it is possible to generate an auto grid report of records which need to be reviewed. This self-generating worklist report needs to know which field contains the category for the Y axis of the report ||
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| Sales Outcomes Worklist - Status Field || In various parts of bxp it is possible to generate an auto grid report of records which need to be reviewed. This self-generating worklist report needs to know which field contains the status for the X axis of the report ||
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== eCourse Prerequisites ==
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| eCourse Prerequisites enabled || User Must complete an eCourse or a number of eCourse before accessing the form ||
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| Table || ||
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| Externally Available || When the form is to be made accessible through the bxp_API this value is to be set to Public. [[bxp_API]] By default all forms are Private. ||
== Inbox Elements ==  === Inbox - Management ===
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| BEmail Account || The mailbox to log into ||
=== Inbox - Storage ===
{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link
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| DateTime field || ||
=== Inbox - Content ===
{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link
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| Attempt matching? || True will attempt to append to an existing record on a pattern ||
=== Inbox - SPAM ===
{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Filter SPAM? || || [[BEmail_SPAM_Management]]|-| SPAM Addresses || || [[BEmail_SPAM_Management]]|-| SPAM keywords || || [[BEmail_SPAM_Management]]|-| SPAM flag field || || [[BEmail_SPAM_Management]]
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| SPAM Outcome || || [[BEmail_SPAM_Management]]
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=== Inbox - onArrival ===
{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link
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| Contact Match Enabled || || [[BEMail_onArrival_matching_engine]]
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| Company Match Enabled || || [[BEMail_onArrival_matching_engine]]
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| Owner Match Enabled || || [[BEMail_onArrival_matching_engine]]
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| Match Form Id || || [[BEMail_onArrival_matching_engine]]
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| Contact (Email) field || || [[BEMail_onArrival_matching_engine]]
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| Company field || || [[BEMail_onArrival_matching_engine]]
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| Owner field || || [[BEMail_onArrival_matching_engine]]
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| Contact Result field || || [[BEMail_onArrival_matching_engine]]
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| Company Result field || || [[BEMail_onArrival_matching_engine]]
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| Owner Result field || || [[BEMail_onArrival_matching_engine]]
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| Matching result field || || [[BEMail_onArrival_matching_engine]]
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* {| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Dial Out Instructions|| Please put an outbound dialling code here if applicable. This box is hidden if left blank. |||-| Opening Instructions || || |-| Closing Instructions || || |-| Mail Merge Button Name || When using mail merge on an outcome, what name appears on the button. If blank will default to Print Form || |-| Lookup Instructions || || |-|}
* Opening Instructions
* Closing Instructions
* Mail Merge Button Name== JavaScript - onLoad ==
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| Opening code execution || Used for logic branching and deterministic work based on loaded record values. ||
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| Lookup code execution || Used for custom rules when using the lookup pages. ||
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| Additional Libraries || Used to dynamically include JavaScript Libraries if the campaign needs them. ||
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== JavaScript onLoad ==
* Opening code execution== JavaScript - Options ==
* Lookup code execution
* Additional Libraries{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Enable jQuery || Includes the bxp jQuery libraries on the page || |-| Department User Functions || Creates JavaScript in the background to allow for User / Department limitations. |||-| Autobuild Logic || Create the show | hide flow based on Question Sequence. (Horizontal Delivery) || |-| Self Generating Logic || Create the show / hide flow based on Question Sequence. (Vertical Delivery) || |-| WasIs Engine Enabled || Turn the WasIs form logging engine on || |-| WasIs Engine Output Format || Enter in a custom format for the WasIs output, by default it will be a set structure |- |}
* Department User Functions
* Autobuild Logic
* Self Generating Logic== Media Management ==
{| class="wikitable" style="width:100%;"
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| Use Media Code Field || Displays the list of static media codes on screen. ||
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| Force Media Code Selection || Do not allow the record to be stored UNLESS a media code is selected. ||
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| Show Media Schedule || The media schedule appears at the bottom of a logging screen showing the upcoming Scheduled ads. ||
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| Time : History || The number of minutes in the past to show ads. Leave 20 mins here to show ads that have just aired. ||
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| Time : Upcoming || The number of minutes into the future to show scheduled ads. ||
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== Media Management ==
* Use Media Code Field== Queue Communications ==
* Force Media Code Selection
* Show Media Schedule{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description* Time ! style="width: History25%" | Link|-* Time : Upcoming| Queue Comms Enabled || Enable Queue Comms engine || [[Outbound_-_Queue_Communications]]|-| Queue Comms Outcomes || Limit the outcomes available. If blank all outcomes displayed. || |-| Queue Comms Arrival Outcomes || If a record comes in through the API, and matches, comms triggered. || |-|}
* {| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Outcome|| || [[Quota_Management]]|-* | Quantity|| The number of records of the above Outcome, at which the limit will be reached. || |-|}
* {| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Merchant Id|| Realex Merchant Id. || [[Realex_Outcomes]]|- | Secret || Realex Secret. || |-| Account Id || Realex Account Id. || |-| Currency || Default currency. || |-|}
* Secret
* Account Id
* Currency== Scheduled Data Protection ==
 
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| Scheduled Data Protection Enabled || Please select if you wnat to enable the scheduled data protection functionality || [[Form_-_Data_Protection_-_Scheduled]]
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| Scheduled Frequency || Select the frequency that the process is executed ||
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| Time of execution || Select the time of day for execution ||
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| Fields to wipe || Specify the fields that are to be wiped separated by a comma i.e strCDA_41_field_0_1,strCDA_41_field_0_2 ||
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| Time frame to execute on || Select the time frame to execute the data protection process on. Records that have not been interacted with in the given time frame. ||
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| Data dump encryption password || Set the password for the encrypted file ||
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| Send notification email || Enable a summary notification email ||
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| Email notification recipient list || Set the email notification list ||
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* {| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Layout|| The survey can be displayed vertically or horizontally. || |-| Template || The external colour template to display the survey in. || |-| Horizontal - Show Progress || When delivering one question per page, show progress. || |-| Horizontal - Show Effort || When delivering one question per page, show effort for question. || |-| Short Code || The short code to add to the URL for sending externally. || |-| Contact Block || The fields in the contact block. |||-|}
* Template
* Horizontal - Show Progress
* Horizontal - Show Effort== Time Zone ==
* Short Code
* Contact Block{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Time Zone || Time zone of the campaign || |-| Show Time in Zone || Display the time zone. || |-| Show Time Zone || Display the time zone in the time box. || |-|}
== Time Zone bxp_API XML Arrival Management ==
* Time Zone{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| External Reference Code || When interacting with a phone system this field allows a form to respond to something different than the Id or Name of the form. In code is referred to as the campaign_code. Used when integrating bxp with other systems || [[Scenario_-_bxp_Integration_with_a_Phone_System]]|-| Email notifications to || Used when integrating BE with other systems || |-| Parameters || On error email notifications to || |-| Server to deliver to || Server to deliver XML Post to || |-| XML data structure || XML structure for replacement and delivery. -- notation for parameter replacement. || |-| HTTP Post Headers || The HTTP Post Headers. Separate items using [ [ X ] ] and item and value using [ [ Y ] ] e.g. header [ [ Y ] ] value [ [ X ] ] || |-| Test All || This is a quick tool which generates the testing email on all sends. || |-|}
* Show Time in Zone== bxp_API XML File Options ==
* Show Time Zone
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| Data Loading Format || Select the SFTP server from which to pull the files. ||
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| Data SFTP Account || Select the SFTP Account from which to retrieve the files ||
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| Data Leave Original || Delete the file from the origin server ||
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| Data Load Notification || Email addresses, separated by commas, of those to receive notifications on this process being used. ||
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== bxp_API XML Arrival Management ==
== bxp_API XML Processing Options ==
* Email notifications to
* Parameters{| class="wikitable" style="width:100%;"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Load / Append || Should all records be loaded as new or should matching be done for appending. || |-| Loading ID Field || If Appending, what field to match on? || |-| Contact Log || Add a contact record to the history. || |-| XML Element || When loading an XML file what is the name the record elements. || |-|}
* Server to deliver to
* XML data structure
* HTTP Post Headers== Revenue Engine ==
* Test All
This section it's fields and options are full explained here [[Form_-_Revenue_Engine]
== bxp_API XML and Excel AutoLoad File Options ==
== Owner Only ==
* Data Loading Format
* Data SFTP AccountThis section is fully described here [[Form_-_OwnerOnly]]
* Data Leave Original
* Data Load Notification
== Quick Link Buttons ==
== bxp_API XML and Excel AutoLoad Processing Options ==This section is fully described here [[Form_-_Quick_Link_Buttons]]
* Load / Append
* Loading ID Field== Phonovation ==
* Contact Log
* XML ElementComing soon.
== Quick Link Buttons Listing ==
* Button 1* Button 2* Button 3* Button 4* Button 5* Button 6* Button 7* Button 8* Button 9* Button 10This feature is fully detailed here [[Form_-_Advanced_Settings_-_Listing]]
Robert Carson
164
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