Difference between revisions of "Forms"
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| − | =='''Database Management Menu - | + | =='''Database Management Menu - Campaigns'''== |
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 Database Management Menu is a very important module for a System Champion. Here, you will build campaigns/scripts within the BE system.<br/> | ||
| Line 35: | Line 35: | ||
*The fields you choose, will determine what will appear when you lookup a record. | *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. | *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'''== | ||
| + | This is an advanced technical procedure.<br/> | ||
| + | Access to System Access Mangement and Database Management are required. | ||
| + | <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. | ||
| + | '''Campaign Management -> Outcome Manager -> " & const_Name_Outcome & " - Add -> Select the Campaign -> 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. | ||
| + | '''Database Management -> Database Primary Management -> Campaign - Edit -> Select the Campaign -> Security section -> Externally Available'''<br/> | ||
| + | '''Database Management -> Database Primary Management -> Campaign - Edit -> Select the Campaign -> 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 | ||
| + | '''Database Management -> Database Security Access -> Campaign - Single - Add - User to Campaign''' | ||
| + | |||
| + | *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 | ||
| + | '''System Access Management -> User Administration -> Edit User - User Details -> Find the User -> Business Details Section -> IP Restriction'''<br/><br/> | ||
| + | |||
| + | '''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.. | ||
| + | |||
| + | *'''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. | ||
| + | *'''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. | ||
Revision as of 11:08, 22 March 2012
Contents
1 Database Management Menu - Campaigns
The Database Management Menu is a very important module for a System Champion. Here, you will build campaigns/scripts within the BE system.
In Database – Primary Management, the system champion can:
- Add a campaign
- Edit a campaign
- Copy a campaign
- Campaign - Search Display fields
- Set up an external campaign
2 Add a Campaign
- Give it a descriptive, unique name.
- Choose if the campaign will be:
- Inbound
- Outbound
- Blended
- Choose the date the campaign will be available from and the date the campaign will be available until.
- 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.
3 Edit a Campaign
- Choose the campaign you wish to edit.
- Edit the incorrect information from the fields displayed on the screen.
- Update campaign.
4 Copy a Campaign
- Choose the campaign you wish to copy.
- Change the name for this campaign to differentiate between the two.
- Copy Campaign
- This will copy the exact contents of the campaign, including the security access of the users.
5 Campaign - Search Display fields
- Choose the campaign 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.
6 Campaign - External set up
This is an advanced technical procedure.
Access to System Access Mangement and Database Management are required.
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.
Campaign Management -> Outcome Manager -> " & const_Name_Outcome & " - Add -> Select the Campaign -> 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.
Database Management -> Database Primary Management -> Campaign - Edit -> Select the Campaign -> Security section -> Externally Available
Database Management -> Database Primary Management -> Campaign - Edit -> Select the Campaign -> 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
Database Management -> Database Security Access -> Campaign - Single - Add - User to Campaign
- 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
System Access Management -> User Administration -> Edit User - User Details -> Find the User -> Business Details Section -> IP Restriction
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..
- 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.
- 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.
