Forms - Revision history

Philip Lacey at 00:45, 22 March 2014

2014-03-22T00:45:41Z

Louise Ashton: Louise Ashton moved page Database to Forms

2013-10-16T12:09:08Z

Louise Ashton moved page Database to Forms

Louise Ashton at 11:24, 16 October 2013

2013-10-16T11:24:06Z

Louise Ashton at 11:16, 16 October 2013

2013-10-16T11:16:31Z

Philip Lacey at 08:33, 30 March 2012

2012-03-30T08:33:37Z

Philip Lacey at 15:00, 23 March 2012

2012-03-23T15:00:03Z

Philip Lacey at 10:08, 22 March 2012

2012-03-22T10:08:16Z

Philip Lacey at 14:30, 21 March 2012

2012-03-21T14:30:24Z

Philip Lacey at 09:26, 21 March 2012

2012-03-21T09:26:57Z

Philip Lacey at 08:56, 21 March 2012

2012-03-21T08:56:16Z

← Older revision		Revision as of 00:45, 22 March 2014
Line 68:		Line 68:
	<br/>		<br/>
	This ends the '''Form - Primary Management''' tutorial. The next section is '''Form - Question Management'''.		This ends the '''Form - Primary Management''' tutorial. The next section is '''Form - Question Management'''.
		+
		+
		+
		+	[[Category:Module Specific:Form Management]]

@@ Line 6: / Line 6: @@
 *'''Edit''' a form
 *'''Copy''' a form
-*Campaign - '''Search Display fields'''
+*Form - '''Search Display fields'''
 *'''Set up''' an external form

@@ Line 1: / Line 1: @@
-=='''Database Management Menu - Campaigns'''==
+=='''Form Management Menu - Forms'''==
-The Database Management Menu is a very important module for a System Champion. Here, you will build campaigns/scripts within the BE system.<br/>
+The Form Management Menu is a very important module for a System Champion. Here, you will build form/scripts within the BE system.<br/>
-In '''Database – Primary Management''', the system champion can:
+In '''Form – Primary Management''', the system champion can:
-*'''Add''' a campaign
+*'''Add''' a form
-*'''Edit''' a campaign
+*'''Edit''' a form
-*'''Copy''' a campaign
+*'''Copy''' a form
 *Campaign - '''Search Display fields'''
-*'''Set up''' an external campaign
+*'''Set up''' an external form
-==='''Add a Campaign'''===
+==='''Add a Form'''===
 *Give it a descriptive, unique name. <br/>
-*Choose if the campaign will be:
+*Choose if the form will be:
 **'''Inbound'''
 **'''Outbound'''
 **'''Blended'''<br/>
-*Choose the date the campaign will be '''available from''' and the date the campaign will be '''available until'''.<br/>
+*Choose the date the form will be '''available from''' and the date the form will be '''available until'''.<br/>
-*It is important that the available until date is set to a date in the future to avoid the campaign becoming unavailable unexpectedly due to an expiry date.
+*It is important that the available until date is set to a date in the future to avoid the form becoming unavailable unexpectedly due to an expiry date.
-==='''Edit a Campaign'''===
+==='''Edit a Form'''===
-*Choose the campaign you wish to edit.
+*Choose the form you wish to edit.
 *Edit the incorrect information from the fields displayed on the screen.
-*Update campaign.
+*Update form.
-==='''Copy a Campaign'''===
+==='''Copy a Form'''===
-*Choose the campaign you wish to copy.
+*Choose the form you wish to copy.
-*Change the name for this campaign to differentiate between the two.
+*Change the name for this form to differentiate between the two.
-*Copy Campaign
+*Copy Form
-*This will copy the exact contents of the campaign, including the security access of the users.
+*This will copy the exact contents of the form, including the security access of the users.
-==='''Campaign - Search Display fields'''===
+==='''Form - Search Display fields'''===
-*Choose the campaign you wish to display fields.
+*Choose the form you wish to display fields.
 *Choose the fields from the list displayed on the screen.
 *The fields you choose, will determine what will appear when you lookup a record.
 *For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen.
-==='''Campaign - External set up'''===
+==='''Form - External set up'''===
 This is an advanced technical procedure.<br/>
-Access to System Access Mangement and Database Management are required.
+Access to System Access Mangement and Form Management are required.
 <br/>
 '''Security Setup'''
-*Ensure the campaign you want data to be stored in, is up and running.
+*Ensure the form you want data to be stored in, is up and running.
 *Create an Outcome to allow the external form log data.
-'''Campaign Management -> Outcome Manager -> " & const_Name_Outcome & " - Add -> Select the Campaign -> Add the Outcome'''
+'''Form Management -> Outcome Manager -> " & const_Name_Outcome & " - Add -> Select the Form -> Add the Outcome'''
-*Edit the Campaign and in the Security Section, set Externally Available to "Public" and then choose the Outcome under which external records will be logged.
+*Edit the Form and in the Security Section, set Externally Available to "Public" and then choose the Outcome under which external records will be logged.
-'''Database Management -> Database Primary Management -> Campaign - Edit -> Select the Campaign -> Security section -> Externally Available'''<br/>
+'''Form Management -> Form Primary Management -> Form - Edit -> Select the Form -> Security section -> Externally Available'''<br/>
-'''Database Management -> Database Primary Management -> Campaign - Edit -> Select the Campaign -> Security section -> Public Outcome'''
+'''Form Management -> Form Primary Management -> Form - Edit -> Select the Form -> Security section -> Public Outcome'''
 *Create or decide upon an external system user in System Access Manaegment who will be marked as the creator of these new records. Set the External System Id and Key, which are the username and password that will be used for the automated login and logging of external data.
 '''System Access Management -> User Administration -> Add User - Security Details Only -> External System Id'''
-*Ensure this user has access to the campaign that will be storing the records
+*Ensure this user has access to the form that will be storing the records
-'''Database Management -> Database Security Access -> Campaign - Single - Add - User to Campaign'''
+'''Form Management -> Form Security Access -> Form - Single - Add - User to Form'''
 *Get the IP address of the server where the external data will be captured and apply this to the user account using System Access Management
@@ Line 61: / Line 61: @@
 '''External Page Setup'''
-A campaign, outcome, user and security are now set up to receive data. Now we need to create the public pages. Two pages are required. To help you generate these pages please use the page generation engine below, which will create the key HTML code for your external pages. They can then be modified as required..
+A form, outcome, user and security are now set up to receive data. Now we need to create the public pages. Two pages are required. To help you generate these pages please use the page generation engine below, which will create the key HTML code for your external pages. They can then be modified as required..
 *'''Form page''' - To speed up the development of the form page, bxp software can generate most of the HTML code for you. Some formatting and styling will still be required.
@@ Line 67: / Line 67: @@
 *'''Testing''' - Place your new form and landing page on your webserver and test.
 <br/>
-This ends the '''Database - Primary Management''' tutorial. The next section is '''Database - Question Management'''.
+This ends the '''Form - Primary Management''' tutorial. The next section is '''Form - Question Management'''.

@@ Line 9: / Line 9: @@
 *'''Set up''' an external campaign
-=='''Add a Campaign'''==
+==='''Add a Campaign'''===
 *Give it a descriptive, unique name. <br/>
@@ Line 19: / Line 19: @@
 *It is important that the available until date is set to a date in the future to avoid the campaign becoming unavailable unexpectedly due to an expiry date.
-=='''Edit a Campaign'''==
+==='''Edit a Campaign'''===
 *Choose the campaign you wish to edit.
 *Edit the incorrect information from the fields displayed on the screen.
 *Update campaign.
-=='''Copy a Campaign'''==
+==='''Copy a Campaign'''===
 *Choose the campaign you wish to copy.
 *Change the name for this campaign to differentiate between the two.
@@ Line 30: / Line 30: @@
 *This will copy the exact contents of the campaign, including the security access of the users.
-=='''Campaign - Search Display fields'''==
+==='''Campaign - Search Display fields'''===
 *Choose the campaign you wish to display fields.
 *Choose the fields from the list displayed on the screen.
@@ Line 36: / Line 36: @@
 *For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen.
-=='''Campaign - External set up'''==
+==='''Campaign - External set up'''===
 This is an advanced technical procedure.<br/>
 Access to System Access Mangement and Database Management are required.

@@ Line 41: / Line 41: @@
 <br/>
 '''Security Setup'''
 *Ensure the campaign you want data to be stored in, is up and running.
 *Create an Outcome to allow the external form log data.
@@ Line 66: / Line 66: @@
 *'''Landing page''' - A landing page is far more generic, but needs to be able to handle error return codes.
 *'''Testing''' - Place your new form and landing page on your webserver and test.

← Older revision	Revision as of 12:09, 16 October 2013
(No difference)