Form Mass Add Questions - Revision history

Philip Lacey at 10:23, 1 August 2016

2016-08-01T10:23:07Z

Philip Lacey at 20:00, 9 November 2014

2014-11-09T20:00:58Z

Philip Lacey at 21:45, 27 October 2014

2014-10-27T21:45:22Z

Philip Lacey: Created page with "== Overview == There are many ways of creating scripts in Business Express (BeX). Creating from scratch and copying forms are two very common examples. Creating from an Ex..."

2014-10-27T21:28:26Z

Created page with "== Overview == There are many ways of creating scripts in Business Express (BeX). Creating from scratch and copying forms are two very common examples. Creating from an Ex..."

New page

== Overview ==

There are many ways of creating scripts in bxp software (bxp). Creating from scratch and copying forms are two very common examples. Creating from an Excel spreadsheet makes life very simple if you have a block of data to load.

Often a contact centre or business process outsourcer will start with a word document which contains questions and numbered headings to allow a discussion and review of the script before any building work is done. To help this approach bxp has incorporated a text formatting basis to allow Word documents to become the basis for building forms.

== Building an example ==

The easiest way to generate an example is to build one from an existing form.

''Main Menu > Form Management > Form - Primary Management > Form - Content Validation > Choose the form > download the RTF document''

<pre>
Questions:

Q 1: Primary Details

Q 2: Company Name

Q 3: Prospect Owner
N: The owner of this client

Q 4: Introducing Agent
Values:
• Mark Whitehead (UK) [Mark Whitehead (UK)]
• Rob OMalley (UK) [Rob OMalley (UK)]
• Orla Fitzpatrick (IRL) [Orla Fitzpatrick (IRL)]
• Internal - (No Agent) [Internal - (No Agent)]

Q 5: Is a bxp software client?

Q 6: BE system link
N: Click the button to the left of go to this system

Q [Inactive]: Company Details - Duplicate do not use

Q 7: Group - Company Details

</pre>

@@ Line 1: / Line 1: @@
-== Overview ==
+= Overview =
@@ Line 9: / Line 9: @@
-== Existing Form - Mass adding ==
+= Existing Form - Mass adding =
@@ Line 22: / Line 22: @@
-== New Form - Building an example ==
+= New Form - Building an example =
@@ Line 60: / Line 60: @@
-== New Form - Creating the questions ==
+= New Form - Creating the questions =

← Older revision		Revision as of 20:00, 9 November 2014
Line 74:		Line 74:
	* Questions is where you paste the content		* Questions is where you paste the content
	* Click "Create Form"		* Click "Create Form"
		+
		+
		+	[[Category:Module Specific:Form Management]]

@@ Line 9: / Line 9: @@
-== Building an example ==
+== Existing Form - Mass adding ==
-The easiest way to generate an example is to build one from an existing form.
+There is no mass adding of questions as such, but the question addition engine has been optimised through the Form console to automatically return to add a question immediately after one has been added.
-''Main Menu > Form Management > Form - Primary Management > Form - Content Validation > Choose the form > download the RTF document''
+''Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose the form > Question Addition''
-<pre>
+Where using a closed question type such as Check boxes, Radio buttons, List / Menus, the system will direct immediately to allowing for changing of the options.  When you're finished adding options, simply click the "Question Addition" button on the left to continue.
-Questions:
-Q 2: Company Name
+Here is an example of some content
 Q 3: Prospect Owner
@@ Line 30: / Line 40: @@
 Q 4: Introducing Agent
 Values:
-•	Mark Whitehead (UK) [Mark Whitehead (UK)]
+• 	Person 1 (UK) [StaffId01]
-•	Rob OMalley (UK) [Rob OMalley (UK)]
+• 	Person 2 (UK) [StaffId02]
-•	Orla Fitzpatrick (IRL) [Orla Fitzpatrick (IRL)]
+• 	Person 3 (UK) [StaffId03]
-•	Internal - (No Agent) [Internal - (No Agent)]
+• 	Person 4 (UK) [StaffId04]
@@ Line 41: / Line 51: @@
 N: Click the button to the left of go to this system
-Q [Inactive]: Company Details - Duplicate do not use
+</pre>
-</pre>
+== New Form - Creating the questions ==