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From All n One's bxp software Wixi
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Time If you have a team of managers who are distributed and you need them to use External File Uploadupload their reports to a central management system which can be easily reported on. Each can be given a link to upload to and a group email sent.
== Usage ==With your test email set up, send a few examples to yourself to make sure the engine works and your email renders as you want it to. Before you've sent out the request it will appear as follows [[File:efu_004.png|800px]] When you've sent the request, the records will appear as
With your test email set up, send a few examples to yourself to make sure the engine works and your email renders as you want it to.
→Reporting
Time to use External File Upload
= Setup =
In this example we have added two EFU questions.
Please note the wording of the question and notes on each item.
[[File:efu_001.png|800px]]
== Set up the outcome to process the engine ==
--EFU-#XXX--
XXX is the intCDD_X_Id of the question. This information is available from Field Mapping. The Id number is in front at the end of the question. It will be the same number for all the EFU fields.
[[File:EFU_CDD_Id.png|800px]]
<syntaxhighlight lang="html4strict">
<a href="--EFU-XXX#1--">Click here to upload your document.</a>
</syntaxhighlight>
[[File:efu_002.png|800px]]
* For more details on external emails and their configuration please read CC-1-5 section 2.4.13 External Communications [[Contact_Centre_Training]]
== Usage ==
[[File:efu_005.png|800px]]
All links will go to the same page in a client system https://ww3.allnone.ie/client/client_XXX/publicmain/userPublic_FileUpload-details.asp
* If the link in the email is valid the system displays a box to upload the file and the title of the question. if you want to provide more support you can use the "Notes" section of the question.
[[File:efu_006.png|800px]]
* If the link has been used before then it will be inaccessible.
[[File:efu_009.png|800px]]
* A successful upload will complete with
[[File:efu_010.png|800px]]
* When the user does successfully upload a file, the question appears as
[[File:efu_007.png|800px]]
== In the background ==
If someone uploads a document, a ccl is created with the document and the following changesin the CDA:
* EFU - CCLId In is set to the CCL created for the upload
* EFU - DateTime In is set to the datetime of the CCL
So with the lock key now blank, the URL no longer works and the external user cannot interact with the upload any more.
== Limiting by type ==
It is also possible to limit the types of file accepted. This is done by editing the Answer Values
[[File:efu_011.png|800px]]
Using # separated values you can add the file types you want to limit by. If left blank, the default set will always be gif#jpg#png#pdf
= Reporting =
To list the files where a request is pending look for CCLId In = blank and EFU - Lock Key NOT blank.
There are many combinations of reporting which can be calculated from the combinations of fields.
The Dashboards module provides an easy prebuilt management worklist for dealing with EFU documents [[Dashboards_-_Missing_EFUs]]
[[Category:Module Specific:Form Management]]
