Form MultiDoc engine - Revision history

Philip Lacey: /* Form build */

2016-09-12T22:24:51Z

‎Form build

Philip Lacey: /* Using the engine */

2016-09-12T18:37:14Z

‎Using the engine

Philip Lacey: /* Use and log a record */

2016-09-12T18:24:56Z

‎Use and log a record

Philip Lacey: /* Use and log a record */

2016-09-12T18:24:25Z

‎Use and log a record

Philip Lacey at 09:05, 11 September 2016

2016-09-11T09:05:42Z

Philip Lacey at 17:13, 10 September 2016

2016-09-10T17:13:28Z

Philip Lacey at 16:25, 10 September 2016

2016-09-10T16:25:57Z

Philip Lacey at 16:16, 10 September 2016

2016-09-10T16:16:33Z

Philip Lacey: Created page with "= Overview = When using bxp forms it may be necessary to mail a series of documents to a client. bxp through its outcomes has the ability to facilitate multi-document crea..."

2016-09-10T14:17:51Z

Created page with "= Overview = When using bxp forms it may be necessary to mail a series of documents to a client. bxp through its outcomes has the ability to facilitate multi-document crea..."

New page

= Overview =

When using bxp forms it may be necessary to mail a series of documents to a client.

bxp through its outcomes has the ability to facilitate multi-document creation. Then with the documents created include them as links in the body of an email and have the email sent out to a recipient.

This process also facilitates the in browser signature capture engine available for document creation [[In_Browser_Signature_Capture]]

What follows is how to set up and use this feature.

= Setup =

== Initial steps ==

We need a form and some templates to play with to demonstrate the engine.

* Create a form [[Start_Here_-_Building_your_first_form]]
* Create a HTML template called HTMLTemplate1 [[Writing_HTML_Emails]]
* Create a second HTML template called HTMLTemplate2 [[Writing_HTML_Emails]]
* Modify the HTMLTemplate2 for in-browser signature capture [[In_Browser_Signature_Capture]]
* Create an RTF template called RTFTemplate1 [[RTF_Templates_for_Outcomes]]

=== Form build ===

* Type : Blended
* ID: 9
* Basic - Text Box : Customer First Name
* Basic - Text Box : Customer Surname
* Basic - Email Box : Customer Email
* Tidy up the field mapping, as per the question titles

=== HTMLTemplate1 ===
<syntaxhighlight lang="html4strict" >

Dear --strCDA_9_field_0_0--, 
This is a HTML template email. 
Kind regards, 
--strAgent_FirstName--

</syntaxhighlight>

=== HTMLTemplate2 ===

Dear --strCDA_X_field_0_1--, 
This is a HTML template email. 
Now the signatures 
--bxp_Signature_Capture-- = This will be replaced with the first signature captured 
--bxp_Signature_Capture_DateTime-- = This will be replaced with the date and time that the first signature was captured 
 
--bxp_Signature_Capture_Add1-- = This will be replaced with the second signature captured 
--bxp_Signature_Capture_DateTime_Add1-- = This will be replaced with the date and time that the second signature was captured 
 
Kind regards, 
--strAgent_Firstname--


=== RTFTemplate1 ===

<syntaxhighlight lang="xml" >
{\rtf1\ansi\ansicpg1252\deff0\nouicompat\deflang6153{\fonttbl{\f0\fnil\fcharset0 Calibri;}}
\viewkind4\uc1
\pard\sa200\sl276\slmult1\f0\fs22\lang9 Dear --strCDA_X_field_0_1--\par
This is an \b RTF \b0 Template\par
Kind regards,\par
--strAgent_FirstName--\par
\par
}
</syntaxhighlight>

@@ Line 36: / Line 36: @@
 * Type : Blended
 * ID: 9
 * Basic - Text Box : Customer First Name (strCDA_9_field_0_1)
 * Basic - Text Box : Customer Surname (strCDA_9_field_0_2)
@@ Line 43: / Line 44: @@
 The form should look like
 [[File:multidoc_engine_001.png|800px]]
 === HTMLTemplate1 ===

← Older revision		Revision as of 18:37, 12 September 2016
Line 169:		Line 169:


−	From here you can use the options to generate	+	From here you can use the options to generate attached documents which will link to the record.
		+
		+
		+	From the drop down lists you can choose the template you want to create a document from. Then press the buttons to the right hand side to create those documents.
		+
		+
		+	The first drop down list are all the HTML templates from the Communications Centre module that have been permitted on the outcome. Only HTML templates currently allow signatures to be logged. If In Browser signatures are not required then the templates will just create the PDF.
		+
		+
		+	The second drop down list are all the RTF template documents in the Communications Centre module that have been permitted on the outcome.
		+
		+
		+	Each of the documents will then list below to allow them to be included in the email sent out.
		+
		+
		+	Finally with the documents you want to include ticket, press the blue button and the settings from the Outcomes external email options will be used. The system when the send is complete will return you to the original record you were working on.
		+
		+

← Older revision		Revision as of 18:24, 12 September 2016
Line 164:		Line 164:


−	[[File:~~multidoc_engine_005~~.png\|800px]]	+	[[File:multidoc_engine_006.png\|800px]]
−
−

	== Using the engine ==		== Using the engine ==

← Older revision	Revision as of 18:24, 12 September 2016
Line 161:	Line 161:


	+	You will then be transferred to the MultiDoc engine screen
	+
	+
	+	[[File:multidoc_engine_005.png\|800px]]
	+
	+
	+
	+	== Using the engine ==
	+
	+
	+	From here you can use the options to generate

@@ Line 36: / Line 36: @@
 * Type : Blended
 * ID: 9
-* Basic - Text Box : Customer First Name
+* Basic - Text Box : Customer First Name (strCDA_9_field_0_1)
-* Basic - Text Box : Customer Surname
+* Basic - Text Box : Customer Surname (strCDA_9_field_0_2)
-* Basic - Email Box : Customer Email
+* Basic - Email Box : Customer Email (strCDA_9_field_0_3)
 * Tidy up the field mapping, as per the question titles
@@ Line 56: / Line 56: @@
 <syntaxhighlight lang="html4strict" >
 <font face="Arial" size="3">
-Dear --strCDA_9_field_0_0--,<br /><br />
+Dear --strCDA_9_field_0_1--,<br /><br />
 This is a <em>HTML</em> template email.<br /><br />
 Kind regards,<br />
@@ Line 74: / Line 74: @@
 <syntaxhighlight lang="html4strict" >
 <font face="Arial" size="3">
-Dear --strCDA_9_field_0_0--,<br /><br />
+Dear --strCDA_9_field_0_1--,<br /><br />
 This is a <em>HTML</em> template email.<br /><br />
 Now the signatures<br /><br />
@@ Line 98: / Line 98: @@
 {\rtf1\ansi\ansicpg1252\deff0\nouicompat\deflang6153{\fonttbl{\f0\fnil\fcharset0 Calibri;}}
 \viewkind4\uc1
-\pard\sa200\sl276\slmult1\f0\fs22\lang9 Dear --strCDA_9_field_0_0--\par
+\pard\sa200\sl276\slmult1\f0\fs22\lang9 Dear --strCDA_9_field_0_1--\par
 This is an \b RTF \b0 Template\par
 Kind regards,\par
@@ Line 136: / Line 136: @@
 * External Body :
 <syntaxhighlight lang="html4strict" >
-Dear --strCDA_9_field_0_0--,<br />
+Dear --strCDA_9_field_0_1--,<br />
 This is the body of the HTML email in the outcome external communications.<br /><br />
 --MultiDoc_Docs--

← Older revision		Revision as of 17:13, 10 September 2016
Line 147:		Line 147:
	[[File:multidoc_engine_003.png\|800px]]		[[File:multidoc_engine_003.png\|800px]]

		+
		+
		+	= Operation =
		+
		+
		+	== Use and log a record ==
		+
		+
		+	So now we're ready to using the engine. Job number one here is to log a record and choose the MultiDoc as our outcome.
		+
		+
		+	[[File:multidoc_engine_004.png\|800px]]

@@ Line 42: / Line 42: @@
 The form should look like
-[[File:multidoc_engine_001.png|800px;]]
+[[File:multidoc_engine_001.png|800px]]
@@ Line 121: / Line 121: @@
 [[File:multidoc_engine_002.png|800px]]