Bxp R10SER1 - Form Management - Revision history

Philip Lacey: /* Revenue Header CCL changes */

2018-02-16T11:41:56Z

‎Revenue Header CCL changes

Philip Lacey at 20:19, 12 February 2018

2018-02-12T20:19:19Z

Philip Lacey at 20:00, 12 February 2018

2018-02-12T20:00:28Z

Philip Lacey at 13:56, 12 February 2018

2018-02-12T13:56:49Z

Philip Lacey at 13:40, 12 February 2018

2018-02-12T13:40:51Z

Philip Lacey at 13:36, 12 February 2018

2018-02-12T13:36:49Z

Philip Lacey at 13:11, 12 February 2018

2018-02-12T13:11:10Z

Show changes

Philip Lacey: Created page with "= Overview = This document forms part of the bxp Release 10 Service Enhancement Release 1 suite of changes found here Bxp_Release_10_SER_1_prerelease_notes == Form Man..."

2018-02-12T13:05:12Z

Created page with "= Overview = This document forms part of the bxp Release 10 Service Enhancement Release 1 suite of changes found here Bxp_Release_10_SER_1_prerelease_notes == Form Man..."

New page

= Overview =

This document forms part of the bxp Release 10 Service Enhancement Release 1 suite of changes found here [[Bxp_Release_10_SER_1_prerelease_notes]]

== Form Management [[File:038.png]] ==

[[Category:Topic:bxp Release 10 SER 1]]

← Older revision		Revision as of 11:41, 16 February 2018
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	=== Revenue Header and associated capability ===		=== Revenue Header and associated capability ===
−
−
−	~~==== Revenue Header CCL changes ====~~
−
−
−	~~This engine allows for the previously conceived "Campaign Accounts" module to be implemented. Within the CCL are a number of fields to allow for an amount to be logged.~~
−	* strCCL_[i]_Amount_Price decimal (9,4)
−	* strCCL_[i]_Amount_VAT decimal (9,4)
−	* strCCL_[i]_Amount_Total decimal (9,4)
−
−
−	~~5 new fields are being added to every CCL~~
−	* strCCL_[i]_Amount_VATPC text
−	* strCCL_[i]_Amount_Cost decimal (9,4)
−	* strCCL_[i]_Amount_NetMargin decimal (9,4)
−	* strCCL_[i]_Amount_GrossMargin decimal (9,4)
−	* strCCL_[i]_Amount_CurrencyPrice varchar(3)
−	* strCCL_[i]_Amount_CurrencyCost varchar(3)
−

← Older revision		Revision as of 20:19, 12 February 2018
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		+
		+	== Inline attachment viewer ==
		+
		+
		+	When a document is uploaded to the contact history of a record it is available to view as required. The default position of the system is to allow you to download this document and review at your leisure.
		+
		+
		+	For security reasons it can become difficult to manage a users "Download" folder on their machine. it may be more desirable to just view the document and for the data to be in the browser's cache rather than in the Downloads folder.
		+
		+
		+	For this reason the "Attached File Viewer" was added as an option to a form. [[Form_-_Attached_File_Viewer]]


	[[Category:Topic:bxp Release 10 SER 1]]		[[Category:Topic:bxp Release 10 SER 1]]

← Older revision		Revision as of 20:00, 12 February 2018
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	This will be changed to "No records found."		This will be changed to "No records found."

		+
		+
		+	== Outcome - Communications - Send to Security Group ==
		+
		+
		+	The power of an outcome is that it can send to large groups via the External Communication of Intra Communication engines.
		+
		+
		+	When there are large groups of users to receive an email and that group changes often this can result in a lot of changes to outcomes.
		+
		+
		+	The easier solution is to use a Security Group. [[Form_-_Communications_-_To_Security_Groups]]

@@ Line 243: / Line 243: @@
 This is a layout change rather than a data change, so should only cosmetically affect clients. i.e. JavaScript will not be affected
@@ Line 266: / Line 259: @@
 [[File:outbound_contact_001.png|400px]]
@@ Line 320: / Line 278: @@
 * to provide better feedback to users that loading is going on
 * to provide explanation and troubleshooting wixi links to users more appropriately (i.e. if troubleshooting then the loading page never appeared, how did a user see the links to help themselves?)
@@ Line 433: / Line 374: @@
 |-
 |}
 === Form - Advanced Settings ===

← Older revision		Revision as of 13:40, 12 February 2018
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	It was discovered that the intCDA_X_Id and the intCDA_X_NoOfAttempts fields were not being precision searched and need to be. The code of the system was modified to support this precision searching without the need for explicit addition into the Advanced Settings of each form.		It was discovered that the intCDA_X_Id and the intCDA_X_NoOfAttempts fields were not being precision searched and need to be. The code of the system was modified to support this precision searching without the need for explicit addition into the Advanced Settings of each form.
		+
		+
		+	== AJAX engine - Title when no records ==
		+
		+
		+	Currently the text displays
		+
		+	[[File:bxpR10_AJAXTitle.png]]
		+
		+
		+	This will be changed to "No records found."
		+

← Older revision		Revision as of 13:36, 12 February 2018
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	The Content rules in Advanced Settings have been renamed to make them clearer and easier to follow. The wixi articles all now cross link with each other for the Inbox rules management.		The Content rules in Advanced Settings have been renamed to make them clearer and easier to follow. The wixi articles all now cross link with each other for the Inbox rules management.
		+
		+
		+
		+	=== Precision Searching in Forms ===
		+
		+
		+	It was discovered that the intCDA_X_Id and the intCDA_X_NoOfAttempts fields were not being precision searched and need to be. The code of the system was modified to support this precision searching without the need for explicit addition into the Advanced Settings of each form.
		+



	[[Category:Topic:bxp Release 10 SER 1]]		[[Category:Topic:bxp Release 10 SER 1]]