Difference between revisions of "Start Here - Building your first form"
From All n One's bxp software Wixi
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Philip Lacey (talk | contribs) |
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* You can try our demo system which provides a very structured tour of the basic options: http://ww3.allnone.ie/demo | * You can try our demo system which provides a very structured tour of the basic options: http://ww3.allnone.ie/demo | ||
| − | * You can review our full training material which goes into all the detail of the options available [Contact_Centre_Training] | + | * You can review our full training material which goes into all the detail of the options available [[Contact_Centre_Training]] |
* You can use the guide below to start learning by doing | * You can use the guide below to start learning by doing | ||
Revision as of 17:45, 14 April 2015
Contents
1 Welcome
Welcome to bxp and your first form. You have a few options on how you might like to proceed.
- You can try our demo system which provides a very structured tour of the basic options: http://ww3.allnone.ie/demo
- You can review our full training material which goes into all the detail of the options available Contact_Centre_Training
- You can use the guide below to start learning by doing
Whatever suits you best is the right option.
If you do want a hand please don't hesitate to pick up the phone and give us a ring on + 353 1 429 4000
2 Operations
2.1 Creating your first form
OK, let's get stuck in.
You need to have access to the Form Management module 
which should be in your list of modules at the bottom.
When you click into that, open the first section called "Form - Primary Management"
Choose the option "Form - Create"
From the drop down list there are numerous types, for the moment lets choose "Blended".
Give your form a unique name and then click create
Congratulations that is the data structure built. You are now ready to customise your form.
2.2 Adding fields / questions
The big green button with "Review the build" allows you to see what you've created so far, so click that.
Your form is going to be pretty empty, so let's add some questions.
From the menu on the left hand side choose "Question Addition".
From what appears choose "Complex - Title Block" from the list in "Question Type" (it's near the bottom of the list)
In "Question" type "Can I have your name please?"
Click Add questions and when the little prompt appears saying "Are you sure?" click Yes.
The screen will blink and the fields go blank. Your questions is added and the system is ready for you to add another questions.
We want to see what we've accomplished so far. Click "Review the build" button and you can see what you've built
2.3 Next steps
Now you can add as many questions as you like there are probably going to be a few major tasks you'd like to enhance your script with.
- Making the best use of the power of the outcomes
- Logic Branching through the form
- Connecting your Form to a Website
- Integrating the Form with a Phone System
