Difference between revisions of "Form - Outcome Manager"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) (Created page with "In the section '''Database - Outcome Manager''', the following functionality occurs: # Add an Outcome # Edit an Outcome # Delete an Outcome # Copy an Outcome") |
Philip Lacey (talk | contribs) |
||
| Line 4: | Line 4: | ||
# Delete an Outcome | # Delete an Outcome | ||
# Copy an Outcome | # Copy an Outcome | ||
| + | |||
| + | ==='''Add an Outcome'''=== | ||
| + | *Choose the campaign. | ||
| + | *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 campaign 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. | ||
Revision as of 11:59, 2 April 2012
In the section Database - Outcome Manager, the following functionality occurs:
- Add an Outcome
- Edit an Outcome
- Delete an Outcome
- Copy an Outcome
Add an Outcome
- Choose the campaign.
- 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 campaign 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.
