Philip Lacey at 16:14, 4 May 2015

2015-05-04T16:14:21Z

Philip Lacey at 16:12, 4 May 2015

2015-05-04T16:12:39Z

Philip Lacey at 13:07, 4 May 2015

2015-05-04T13:07:46Z

Philip Lacey: Created page with "Form - Integrating Documentation"

2014-12-31T20:33:02Z

Created page with "Form - Integrating Documentation"

New page

Form - Integrating Documentation

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← Older revision		Revision as of 16:12, 4 May 2015
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−	~~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.

−	~~This article and feature of bxp are in development~~

−	[[Category:~~To Be Revised~~]]	+
		+	= 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]]

← Older revision		Revision as of 13:07, 4 May 2015
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	Form - Integrating Documentation		Form - Integrating Documentation
		+
		+	This article and feature of bxp are in development
		+
		+	[[Category:To Be Revised]]

Form - Integrating Documentation - Revision history

Philip Lacey at 16:14, 4 May 2015

Philip Lacey at 16:12, 4 May 2015

Philip Lacey at 13:07, 4 May 2015

Philip Lacey: Created page with "Form - Integrating Documentation"