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From All n One's bxp software Wixi
Created page with "= Overview = When using bxp forms it may be necessary to mail a series of documents to a client. bxp through its outcomes has the ability to facilitate multi-document crea..."
= Overview =
When using bxp forms it may be necessary to mail a series of documents to a client.
bxp through its outcomes has the ability to facilitate multi-document creation. Then with the documents created include them as links in the body of an email and have the email sent out to a recipient.
This process also facilitates the in browser signature capture engine available for document creation [[In_Browser_Signature_Capture]]
What follows is how to set up and use this feature.
= Setup =
== Initial steps ==
We need a form and some templates to play with to demonstrate the engine.
* Create a form [[Start_Here_-_Building_your_first_form]]
* Create a HTML template called HTMLTemplate1 [[Writing_HTML_Emails]]
* Create a second HTML template called HTMLTemplate2 [[Writing_HTML_Emails]]
* Modify the HTMLTemplate2 for in-browser signature capture [[In_Browser_Signature_Capture]]
* Create an RTF template called RTFTemplate1 [[RTF_Templates_for_Outcomes]]
=== Form build ===
* Type : Blended
* ID: 9
* Basic - Text Box : Customer First Name
* Basic - Text Box : Customer Surname
* Basic - Email Box : Customer Email
* Tidy up the field mapping, as per the question titles
=== HTMLTemplate1 ===
<syntaxhighlight lang="html4strict" >
<font face="Arial" size="3">
Dear --strCDA_9_field_0_0--,<br /><br />
This is a <em>HTML</em> template email.<br /><br />
Kind regards,<br />
--strAgent_FirstName--
</font>
</syntaxhighlight>
=== HTMLTemplate2 ===
<font face="Arial" size="3">
Dear --strCDA_X_field_0_1--,<br /><br />
This is a <em>HTML</em> template email.<br /><br />
Now the signatures<br /><br />
--bxp_Signature_Capture-- = This will be replaced with the first signature captured<br /><br />
--bxp_Signature_Capture_DateTime-- = This will be replaced with the date and time that the first signature was captured<br /><br />
<br /><br />
--bxp_Signature_Capture_Add1-- = This will be replaced with the second signature captured<br /><br />
--bxp_Signature_Capture_DateTime_Add1-- = This will be replaced with the date and time that the second signature was captured <br /><br />
<br /><br />
Kind regards,<br />
--strAgent_Firstname--
</font>
=== RTFTemplate1 ===
<syntaxhighlight lang="xml" >
{\rtf1\ansi\ansicpg1252\deff0\nouicompat\deflang6153{\fonttbl{\f0\fnil\fcharset0 Calibri;}}
\viewkind4\uc1
\pard\sa200\sl276\slmult1\f0\fs22\lang9 Dear --strCDA_X_field_0_1--\par
This is an \b RTF \b0 Template\par
Kind regards,\par
--strAgent_FirstName--\par
\par
}
</syntaxhighlight>
When using bxp forms it may be necessary to mail a series of documents to a client.
bxp through its outcomes has the ability to facilitate multi-document creation. Then with the documents created include them as links in the body of an email and have the email sent out to a recipient.
This process also facilitates the in browser signature capture engine available for document creation [[In_Browser_Signature_Capture]]
What follows is how to set up and use this feature.
= Setup =
== Initial steps ==
We need a form and some templates to play with to demonstrate the engine.
* Create a form [[Start_Here_-_Building_your_first_form]]
* Create a HTML template called HTMLTemplate1 [[Writing_HTML_Emails]]
* Create a second HTML template called HTMLTemplate2 [[Writing_HTML_Emails]]
* Modify the HTMLTemplate2 for in-browser signature capture [[In_Browser_Signature_Capture]]
* Create an RTF template called RTFTemplate1 [[RTF_Templates_for_Outcomes]]
=== Form build ===
* Type : Blended
* ID: 9
* Basic - Text Box : Customer First Name
* Basic - Text Box : Customer Surname
* Basic - Email Box : Customer Email
* Tidy up the field mapping, as per the question titles
=== HTMLTemplate1 ===
<syntaxhighlight lang="html4strict" >
<font face="Arial" size="3">
Dear --strCDA_9_field_0_0--,<br /><br />
This is a <em>HTML</em> template email.<br /><br />
Kind regards,<br />
--strAgent_FirstName--
</font>
</syntaxhighlight>
=== HTMLTemplate2 ===
<font face="Arial" size="3">
Dear --strCDA_X_field_0_1--,<br /><br />
This is a <em>HTML</em> template email.<br /><br />
Now the signatures<br /><br />
--bxp_Signature_Capture-- = This will be replaced with the first signature captured<br /><br />
--bxp_Signature_Capture_DateTime-- = This will be replaced with the date and time that the first signature was captured<br /><br />
<br /><br />
--bxp_Signature_Capture_Add1-- = This will be replaced with the second signature captured<br /><br />
--bxp_Signature_Capture_DateTime_Add1-- = This will be replaced with the date and time that the second signature was captured <br /><br />
<br /><br />
Kind regards,<br />
--strAgent_Firstname--
</font>
=== RTFTemplate1 ===
<syntaxhighlight lang="xml" >
{\rtf1\ansi\ansicpg1252\deff0\nouicompat\deflang6153{\fonttbl{\f0\fnil\fcharset0 Calibri;}}
\viewkind4\uc1
\pard\sa200\sl276\slmult1\f0\fs22\lang9 Dear --strCDA_X_field_0_1--\par
This is an \b RTF \b0 Template\par
Kind regards,\par
--strAgent_FirstName--\par
\par
}
</syntaxhighlight>
