Form - Create from Inbox - Revision history

Philip Lacey: /* Option 2 - Auto classification */

2017-09-26T18:27:11Z

‎Option 2 - Auto classification

2017-06-22T08:13:39Z

2017-06-22T06:55:31Z

‎Option 7 - Auto classification (Portfolio)

2017-06-22T06:44:51Z

2017-06-17T18:08:29Z

‎Option 4 - Outcome suite

2017-06-17T16:45:23Z

2017-06-17T14:36:03Z

Created page with "= Overview = This feature is under development and will be announced shortly. Category:Module Specific:Form Management"

New page

= Overview =

This feature is under development and will be announced shortly.

[[Category:Module Specific:Form Management]]

← Older revision		Revision as of 18:27, 26 September 2017
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−	== Option 2 - Auto classification ==	+	== Option 2 - onArrival Auto classification ==


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		+	This engine is fully described in [[BEMail_onArrival_matching_engine]]

	== Option 3 - Work distribution ==		== Option 3 - Work distribution ==

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-This is again an autoclassification.  In Option 2, you've chosen a form with all your contacts.  In that form you have a field (a Staff List type), which says, this user owns / is responsible for this account.
+This is again an autoclassification.  In Option 2, you've chosen a form with all your contacts.  In that form you have a field (a Staff List type: Staff, Staff Active, Staff Cost Centre), which says, this user owns / is responsible for this account.
 If you have chosen a work distribution type of Portfolio in Option 3, then bxp needs to know WHO is portfolio owner of the record.  Choose the field from the form chosen in Option 2 and bxp will be able to match incoming mails to the proper owners.
 == Start loading ==

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 == Option 6 - Auto classification (Email) ==
 If you have chosen a form for auto classification in Step 2, bxp needs to know which email address field in the form to match against.  Simply select the email address field from the drop down list of fields available.  Text box, email address and a select number of other fields will be available using their field mapped names.
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-If you have chosen a work distribution of Portfolio in Option 3, then bxp needs to know WHO is portfolio owner of the record.  This is a field of type "staff", in the same form as you chose in Step 2.
+This is again an autoclassification.  In Option 2, you've chosen a form with all your contacts.  In that form you have a field (a Staff List type), which says, this user owns / is responsible for this account.

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-The default first outcome of the form is always hidden "01 - New" but is used for new emails as they arrive.  The outcome allows for custom configurations but can't be chosen by users due to custom javascript automatically added.
+The default first outcome of the form is always hidden "01 - New" but is used for new emails as they arrive.  The outcome allows for custom configurations but can't be chosen by users due to custom JavaScript automatically added.
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 | Callback or Reminder     || Incomplete || Incomplete || Yes || No
 |-
-| Spam                     || Complete   || Spam       || No  || No
+| Spam Email               || Complete   || Spam       || No  || No
 |-
-| Escalate                 || Incomplete || Escalate   || Yes || Yes
+| Escalation               || Incomplete || Escalation || Yes || Yes
 |-
 | Complete - No response   || Complete   || Complete   || No  || No
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 |-
 |}
 == Option 5 - Auto-response to new emails ==