Difference between revisions of "Form - Advanced Settings"

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(Created page with "== Overview == Within Business Express (BeX), the Form structure is used the most extensively to deliver: * Inbound * Outbound * Blended * Case Management * Quality Assuran...")
 
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Advanced Settings provides access to the generic settings for all form types.
 
Advanced Settings provides access to the generic settings for all form types.
 +
  
  
 
== Basic Details ==
 
== Basic Details ==
  
 +
 +
* Type
 +
* Name
 +
* Available From
 +
* Available Until
  
  
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 +
* Active
 +
* External Reference Code
 +
* Contact History - Sort Order
 +
* Public Outcome
 +
* Externally Available
 +
* Use Outcome security
 +
* Cross User Lookup
 +
* Record Move Next Bar
 +
* Enable Offline Usage
 +
* Page Header Replacement
 +
* Keyword Replacement
 +
* Report - All Campaigns Fields
 +
* In-Module Reporting Fields
 +
* CCL Column Replacements
 +
* Precision Search Fields
 +
* Enable Integrated Warehousing
 +
* Dashboard - Contact Source
  
  
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 +
* Exception : Track Reopen
 +
* Exception : Time
 +
* Exception : Contacts
 +
* Service Level Agreement
  
  
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 +
* Email From
 +
* SMS From
  
  
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 +
* Working Days
 +
* Working Hours - Start
 +
* Working Hours - End
 +
* Non Working Days
 +
* Sales Outcomes
  
  
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 +
* Table
 +
* Info Button
 +
* Question
 +
* Lookup Button
 +
* Item
 +
* Weighting
 +
* Max Weighting
 +
* Row Height
  
  
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 +
* BEmail Account
 +
* DateTime field
 +
* From field
 +
* To field
 +
* CC field
 +
* Subject field
 +
* Body Field
 +
* Attachments as CCLs
 +
* Notify on Receipt
 +
* Process as Outcome
 +
* Attempt matching?
 +
* Field to match on
 +
* Match pattern
 +
* Content retrieval
 +
* Content replacement
  
  
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 +
* Dial Out Instructions
 +
* Opening Instructions
 +
* Closing Instructions
 +
* Mail Merge Button Name
  
  
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 +
* Opening code execution
 +
* Lookup code execution
 +
* Additional Libraries
 +
* Department User Functions
 +
* Autobuild Logic
 +
* Self Generating Logic
  
  
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 +
* Use Media Code Field
 +
* Force Media Code Selection
 +
* Show Media Schedule
 +
* Time : History
 +
* Time : Upcoming
  
  
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 +
* Outcome
 +
* Quantity
  
  
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 +
* Merchant Id
 +
* Secret
 +
* Account Id
 +
* Currency
  
  
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 +
* Layout
 +
* Template
 +
* Horizontal - Show Progress
 +
* Horizontal - Show Effort
 +
* Short Code
 +
* Contact Block
  
  
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 +
* Time Zone
 +
* Show Time in Zone
 +
* Show Time Zone
  
  
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 +
* Email notifications to
 +
* Parameters
 +
* Server to deliver to
 +
* XML data structure
 +
* HTTP Post Headers
 +
* Test All
  
  
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 +
* Data Loading Format
 +
* Data SFTP Account
 +
* Data Leave Original
 +
* Data Load Notification
  
  
 
== Campaign CMI API XML and Excel AutoLoad Processing Options ==
 
== Campaign CMI API XML and Excel AutoLoad Processing Options ==
  
 +
 +
* Load / Append
 +
* Loading ID Field
 +
* Contact Log
 +
* XML Element
  
  
 
== Quick Link Buttons ==
 
== Quick Link Buttons ==
 +
 +
 +
* Button 1
 +
* Button 2
 +
* Button 3
 +
* Button 4
 +
* Button 5
 +
* Button 6
 +
* Button 7
 +
* Button 8
 +
* Button 9
 +
* Button 10

Revision as of 23:00, 27 October 2014

1 Overview

Within bxp software (bxp), the Form structure is used the most extensively to deliver:

  • Inbound
  • Outbound
  • Blended
  • Case Management
  • Quality Assurance
  • Testing
  • Survey Management


As the structure is common to all types, there are a number of settings which are common to all types.


Advanced Settings provides access to the generic settings for all form types.


2 Basic Details

  • Type
  • Name
  • Available From
  • Available Until


3 Advanced Options

  • Active
  • External Reference Code
  • Contact History - Sort Order
  • Public Outcome
  • Externally Available
  • Use Outcome security
  • Cross User Lookup
  • Record Move Next Bar
  • Enable Offline Usage
  • Page Header Replacement
  • Keyword Replacement
  • Report - All Campaigns Fields
  • In-Module Reporting Fields
  • CCL Column Replacements
  • Precision Search Fields
  • Enable Integrated Warehousing
  • Dashboard - Contact Source


4 Case Management

  • Exception : Track Reopen
  • Exception : Time
  • Exception : Contacts
  • Service Level Agreement


5 Communications

  • Email From
  • SMS From


6 Dashboard and Reporting Defaults

  • Working Days
  • Working Hours - Start
  • Working Hours - End
  • Non Working Days
  • Sales Outcomes


7 Dimensions

  • Table
  • Info Button
  • Question
  • Lookup Button
  • Item
  • Weighting
  • Max Weighting
  • Row Height


8 Inbox Management

  • BEmail Account
  • DateTime field
  • From field
  • To field
  • CC field
  • Subject field
  • Body Field
  • Attachments as CCLs
  • Notify on Receipt
  • Process as Outcome
  • Attempt matching?
  • Field to match on
  • Match pattern
  • Content retrieval
  • Content replacement


9 Instructions

  • Dial Out Instructions
  • Opening Instructions
  • Closing Instructions
  • Mail Merge Button Name


10 JavaScript onLoad

  • Opening code execution
  • Lookup code execution
  • Additional Libraries
  • Department User Functions
  • Autobuild Logic
  • Self Generating Logic


11 Media Management

  • Use Media Code Field
  • Force Media Code Selection
  • Show Media Schedule
  • Time : History
  • Time : Upcoming


12 Quota Management

  • Outcome
  • Quantity


13 Realex Credit Card and Direct Debit Details

  • Merchant Id
  • Secret
  • Account Id
  • Currency


14 Survey

  • Layout
  • Template
  • Horizontal - Show Progress
  • Horizontal - Show Effort
  • Short Code
  • Contact Block


15 Time Zone

  • Time Zone
  • Show Time in Zone
  • Show Time Zone


16 Campaign CMI XML Arrival Management

  • Email notifications to
  • Parameters
  • Server to deliver to
  • XML data structure
  • HTTP Post Headers
  • Test All


17 Campaign CMI API XML and Excel AutoLoad File Options

  • Data Loading Format
  • Data SFTP Account
  • Data Leave Original
  • Data Load Notification


18 Campaign CMI API XML and Excel AutoLoad Processing Options

  • Load / Append
  • Loading ID Field
  • Contact Log
  • XML Element


19 Quick Link Buttons

  • Button 1
  • Button 2
  • Button 3
  • Button 4
  • Button 5
  • Button 6
  • Button 7
  • Button 8
  • Button 9
  • Button 10
Retrieved from ‘https://www.bxpsoftware.com/wixi/index.php?title=Form_-_Advanced_Settings&oldid=2108’