Difference between revisions of "Form - Outcome Manager"
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m (Louise Ashton moved page Database - Outcome Manager to Form - Outcome Manager) |
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| − | In the section ''' | + | In the section '''Form - Outcome Manager''', the following functionality occurs: |
# Add an Outcome | # Add an Outcome | ||
# Edit an Outcome | # Edit an Outcome | ||
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==='''Add an Outcome'''=== | ==='''Add an Outcome'''=== | ||
| − | *Choose the | + | *Choose the form. |
*In the '''Basic Details''' sub-section, provide a '''Value''' and a '''Description''' for this outcome. | *In the '''Basic Details''' sub-section, provide a '''Value''' and a '''Description''' for this outcome. | ||
*In the Display Category, please select either Complete or Incomplete. | *In the Display Category, please select either Complete or Incomplete. | ||
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*There are many other sub-sections that can be used when adding an Outcome. | *There are many other sub-sections that can be used when adding an Outcome. | ||
*For example: | *For example: | ||
| − | # To make fields in a | + | # To make fields in a form mandatory, the '''Validation Rules''' sub-section can be used. |
# To email or SMS users either internally or externally from an Outcome, use the '''Internal''' and '''External Communications''' sub-sections. | # To email or SMS users either internally or externally from an Outcome, use the '''Internal''' and '''External Communications''' sub-sections. | ||
# To create a Reminder or an Appointment from this Outcome, use the '''Callback - Reminder / Appointment''' sub-section. | # To create a Reminder or an Appointment from this Outcome, use the '''Callback - Reminder / Appointment''' sub-section. | ||
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==='''Edit an Outcome'''=== | ==='''Edit an Outcome'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Choose the Outcome you wish to edit. | *Choose the Outcome you wish to edit. | ||
*The Outcomes primary details will be displayed on the screen. | *The Outcomes primary details will be displayed on the screen. | ||
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==='''Copy an Outcome'''=== | ==='''Copy an Outcome'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Choose the outcome from the list displayed on the screen. | *Choose the outcome from the list displayed on the screen. | ||
*Change the name of the outcome in the value and description text boxes. | *Change the name of the outcome in the value and description text boxes. | ||
*Copy the Outcome. | *Copy the Outcome. | ||
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| + | [[Category:Module Specific:Form Management]] | ||
Latest revision as of 02:08, 22 March 2014
In the section Form - Outcome Manager, the following functionality occurs:
- Add an Outcome
- Edit an Outcome
- Delete an Outcome
- Copy an Outcome
1 Add an Outcome
- Choose the form.
- In the Basic Details sub-section, provide a Value and a Description for this outcome.
- In the Display Category, please select either Complete or Incomplete.
- This will determine where the Outcome will appear in Set the Current Working Outcome, i.e. Active Outcomes or Finished Outcomes.
- There are many other sub-sections that can be used when adding an Outcome.
- For example:
- To make fields in a form mandatory, the Validation Rules sub-section can be used.
- To email or SMS users either internally or externally from an Outcome, use the Internal and External Communications sub-sections.
- To create a Reminder or an Appointment from this Outcome, use the Callback - Reminder / Appointment sub-section.
- To make credit card transfers using an Outcome, use the Instant Transfer - Realex Payments sub-section.
- To transfer records from one campaign to another, use the Instant Transfer - Campaign sub-section.
- To create logic branching within this outcome, use the JavaScript sub-section.
- To create a mail merge, use the Mail Merge sub-section.
2 Edit an Outcome
- Choose the form.
- Choose the Outcome you wish to edit.
- The Outcomes primary details will be displayed on the screen.
- Change the details that need editing.
- Click on Edit an Outcome.
3 Delete an Outcome
- NOTE - It is not possible to delete an outcome out right.
- If an Outcome was to be deleted, all records that had that Outcome would be deleted as well.
- However, by Editing an Outcome and changing the Active status to False, the Outcome will not appear on any scripts going forward.
4 Copy an Outcome
- Choose the form.
- Choose the outcome from the list displayed on the screen.
- Change the name of the outcome in the value and description text boxes.
- Copy the Outcome.
