View source for Start Here - Building your first form

= Welcome =


Welcome to bxp and your first form.  You have a few options on how you might like to proceed.


* You can try our demo system which provides a very structured tour of the basic options: http://ww3.allnone.ie/demo
* You can review our full training material which goes into all the detail of the options available [[Contact_Centre_Training]]
* You can use the guide below to start learning by doing


Whatever suits you best is the right option.


bxp forms are exceptionally powerful and can be expanded to accomodate many different solutions and applications.  These are discussed in our Scenarios if you prefer to read about what can be done [[Scenarios]]  Our website provides case studies and discussions about how other businesses have successfully applied bxp to their organisations [[http://www.bxpsoftware.com]]


If you do want a hand please don't hesitate to pick up the phone and give us a ring on + 353 1 429 4000



= Operations =


== Creating your first form ==


OK, let's get stuck in.  We are going to assume you have a bxp system to log into and that you've successfully logged in.  You can find the details of how to do that in your "Welcome Email".  If you haven't got a Welcome Email just give us a shout on support@bxpsoftware.com or phone +353 1 429 4000.


Next, you need to have access to the Form Management module [[File:038.png]] which should be in your list of modules at the bottom.


When you click into that, open the first section called "Form - Primary Management"


Choose the option "Form - Create"


From the drop down list there are numerous types, for the moment lets choose "Blended".


Give your form a unique name and then click create


Congratulations that is the data structure built.  You are now ready to customise your form.



== Adding fields / questions ==


The big green button with "Review the build" allows you to see what you've created so far, so click that.


Your form is going to be pretty empty, so let's add some questions.


From the menu on the left hand side choose "Question Addition".


From what appears choose "Complex - Title Block" from the list in "Question Type" (it's near the bottom of the list)


In "Question" type "Can I have your name please?"


Click Add questions and when the little prompt appears saying "Are you sure?" click Yes.


The screen will blink and the fields go blank.  Your questions is added and the system is ready for you to add another questions.


We want to see what we've accomplished so far.  Click "Review the build" button and you can see what you've built



== Next steps ==


Now you can add as many questions as you like there are probably going to be a few major tasks you'd like to enhance your script with.


* Making the best use of the power of the outcomes.  This is a big area [[[http://www.bxpsoftware.com/training/CC-1-5%20-%20Introduction%20to%20Form%20Outcomes%20v1-0.pdf]]]


* Logic Branching through the form  [[Logic_Management]]



== The big show ==


Lastly in your exploration, you may be a very techincal person and you'd like to see how to integrate bxp with other solutions so we have step by step guides for this too


* Connecting your Form to a Website [[Scenario_-_bxp_as_a_secure_Website_Data_Store]]


* Integrating the Form with a Phone System  [[Scenario_-_bxp_Integration_with_a_Phone_System]]


* Do some really creative live data work using JavaScript and / or AJAX  [[JavaScript_-_Start_Here]]  [[AJAX_-_Start_Here]]





[[Category:Topic:Key Concept]][[Category:Module Specific:Form Management]]