View source for Form - Integrating Documentation

bxp forms have the power to allow numerous scripting and documentation options integrate seamlessly with a script.  This article discusses some of the options avialable.



= Opening Instructions =


The opening script appears at the top of the form.  You can put in a standard opening script as to how you would like a person to use the form.  


[[File:ScriptingOptions_001.png]]


''Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose your form > From the console on the left Vertical Delivery Options > Opening Instructions''


The opening script can manage dynamic replacements.  If you use the -- field replacement notation you can achieve dynamic opening scripts.


* --period--
* --firstname--
* --surname--


So if you were to use "Good --period--.  My name is --firstname--.  How can I help?"  it would appear as.


[[File:ScriptingOptions_002.png]]


You can go even further and dynamically pull information from a field in the script.  Please note that this approach only works if there is data in the record already.  There is a worked example here [[Form_Vertical_Layout_Options]]



= Dial Out Instructions =


When working on an outbound campaign, it can be necessary for agents to remember to perform certain actions when dialling out.  e.g. put 9 or a special code in front of the number.


For this reeason there is a dedicated outbound dialling instruction scripting option.


[[ScriptingOptions_003.png]]



= Closing Script and Outcome Scripts =


At the bottom of the script you may wish to present reminders to the agent as to how to finish the contact.  A static script appears at the bottom here:


''Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose your form > From the console on the left Vertical Delivery Options > Closing Instuctions''


It also allows dynamic -- replacements.


It may be more prudent to change the message depending on the outcome that is selected.  Each outcome can cause the closing script to dynamically change.  No outcome means a blank closing script.  Chosing an outcome displays the appropriate closing script.


[[ScriptingOptions_005.png|400px]][[ScriptingOptions_006.png|400px]]



= Notes =


Each question in the script can have their own notes added.  By clicking the pencil icon to the right of the quesetion you can edit the question and add notes


[[ScriptingOptions_007.png|400px]][[ScriptingOptions_008.png|400px]]



= eCourse Reference =


It is also possible when editing a question to include the reference from an ecourse page.  [[ECourse_-_Reference_Code]]


When you include the reference code a small button appears to the left of the question it was added to.  This button will always open the reference material in a new window.


[[ScriptingOptions_009.png|400px]][[ScriptingOptions_010.png|400px]]



= External Reference =


If you prefer to link in material from an external website you can do that as well.  Just using the URL of the external material.  This can also be a reference to a network drive or Intranet page.


[[ScriptingOptions_011.png|400px]][[ScriptingOptions_012.png|400px]]


The external reference will always be the top button if there are two buttons.



[[Category:Module Specific:Form Management]]