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Form - Advanced Settings

9,154 bytes added, 12:21, 25 October 2017
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| Type || || [[Bxp_Form_Types]]
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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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| Exception : Track Reopen || ||
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| Email From || ||
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| Dashboard - Contact Source || When using the Dashboard - Contact Source report, this field is the report that is reported against. ||
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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 ===
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| DateTime field || ||
=== Inbox - Content ===
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| Attempt matching? || True will attempt to append to an existing record on a pattern ||
=== Inbox - SPAM ===
{| class="wikitable"
! 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:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Contact Match Enabled || || [[BEMail_onArrival_matching_engine]]|-| Company Match Enabled || || [[BEMail_onArrival_matching_engine]]|-| Owner Match Enabled || || [[BEMail_onArrival_matching_engine]]|-| Match Form Id || || [[BEMail_onArrival_matching_engine]]|-| Contact (Email) field || || [[BEMail_onArrival_matching_engine]]|-| Company field || || [[BEMail_onArrival_matching_engine]]|-| Owner field || || [[BEMail_onArrival_matching_engine]]|-| Contact Result field || || [[BEMail_onArrival_matching_engine]]|-| Company Result field || || [[BEMail_onArrival_matching_engine]]|-| 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: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: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 ==
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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:15%" | Heading* Time ! style="width: History60%" | Description! style="width:25%" | Link|-| Queue Comms Enabled || Enable Queue Comms engine || [[Outbound_-_Queue_Communications]]|-| Queue Comms Outcomes || Limit the outcomes available. If blank all outcomes displayed. || * Time : Upcoming|-| Queue Comms Arrival Outcomes || If a record comes in through the API, and matches, comms triggered. || |-|}
* {| class="wikitable"! 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. || |-|}
* Quantity
== Realex Credit Card and Direct Debit Details ==
== Realex Credit Card and Direct Debit Details ==
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| Merchant Id || Realex Merchant Id. || [[Realex_Outcomes]]
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| Secret || Realex Secret. ||
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| Account Id || Realex Account Id. ||
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| Currency || Default currency. ||
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* Merchant Id
* Secret
* Account Id== Scheduled Data Protection ==
* Currency
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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: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. |||-|}
* {| class="wikitable"! 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. || |-|}
* {| class="wikitable"! 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. || |-|}
* Parameters
* Server to deliver to
* == bxp_API XML data structureFile Options ==
* HTTP Post Headers
* Test All{| class="wikitable"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Data Loading Format || Select the SFTP server from which to pull the files. || |-| Data SFTP Account || Select the SFTP Account from which to retrieve the files || |-| Data Leave Original || Delete the file from the origin server || |-| Data Load Notification || Email addresses, separated by commas, of those to receive notifications on this process being used. || |-|}
== bxp_API XML and Excel AutoLoad File Processing Options ==
* Data {| class="wikitable"! 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 FormatID 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. || |-|}
* Data SFTP Account
* Data Leave Original
* Data Load Notification== Quick Link Buttons ==
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| Button 1 || ||
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| Button 2 || ||
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| Button 3 || ||
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| Button 4 || ||
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| Button 5 || ||
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| Button 6 || ||
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| Button 7 || ||
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| Button 8 || ||
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| Button 9 || ||
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| Button 10 || ||
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== bxp_API XML and Excel AutoLoad Processing Options ==
* Load / Append== Revenue Engine ==
* Loading ID Field
* Contact Log{| class="wikitable"! style="width:15%" | Heading! style="width:60%" | Description! style="width:25%" | Link|-| Model || || [[Form_-_Revenue_Engine]]|-| CDA Config || || |-| CCL Config || || |-| Outcomes || || |-* XML Element| Margin Report || || |-| Products Field || || |-== Quick Link Buttons ==| Products Values || || |-| Price Values || || |-| VAT Values || || |-| Price Currency Values || || |-| Cost Values || || |-| Cost Currency Values || || |-| Store - CDA Price Field || || |-| Store - CDA VAT Field || || |-| Store - CDA Total Field || || |-| Store - CDA VAT PC Field || || |-| Store - CDA Cost Field || || |-| Store - CDA NET Margin Field || || |-| Store - CDA Gross Margin Field || || |-| Store - CDA Price Currency Field || || |-| Store - CDA Cost Currency Field || || |-|}
* Button 1
* Button 2
* Button 3
* Button 4
* Button 5
* Button 6
* Button 7
* Button 8
* Button 9
* Button 10
Philip Lacey
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