Anonymous, bureaucrat, administrator
7,528
edits
Changes
no edit summary
= Opening Instructions = The opening script appears at the top of the form. You can put in a standard opening script as to how you would like a person to use the form. [[File:ScriptingOptions_001.png]] ''Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose your form > From the console on the left Vertical Delivery Options > Opening Instructions'' The opening script can manage dynamic replacements. If you use the -- field replacement notation you can achieve dynamic opening scripts. * --period--* --firstname--* --surname-- So if you were to use "Good --period--. My name is --firstname--. How can I help?" it would appear as. [[File:ScriptingOptions_002.png]] You can go even further and dynamically pull information from a field in the script. Please note that this approach only works if there is data in the record already. There is a worked example here [[Form_Vertical_Layout_Options]] = Dial Out Instructions = When working on an outbound campaign, it can be necessary for agents to remember to perform certain actions when dialling out. e.g. put 9 or a special code in front of the number. For this reeason there is a dedicated outbound dialling instruction scripting option. [[ScriptingOptions_003.png]] = Closing Script and Outcome Scripts = At the bottom of the script you may wish to present reminders to the agent as to how to finish the contact. A static script appears at the bottom here: ''Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose your form > From the console on the left Vertical Delivery Options > Closing Instuctions'' It also allows dynamic -- replacements. It may be more prudent to change the message depending on the outcome that is selected. Each outcome can cause the closing script to dynamically change. No outcome means a blank closing script. Chosing an outcome displays the appropriate closing script. [[ScriptingOptions_005.png|400px]][[ScriptingOptions_006.png|400px]] = Notes = Each question in the script can have their own notes added. By clicking the pencil icon to the right of the quesetion you can edit the question and add notes [[ScriptingOptions_007.png|400px]][[ScriptingOptions_008.png|400px]] = eCourse Reference = It is also possible when editing a question to include the reference from an ecourse page. [[ECourse_-_Reference_Code]] When you include the reference code a small button appears to the left of the question it was added to. This button will always open the reference material in a new window. [[ScriptingOptions_009.png|400px]][[ScriptingOptions_010.png|400px]] = External Reference = If you prefer to link in material from an external website you can do that as well. Just using the URL of the external material. This can also be a reference to a network drive or Intranet page. [[ScriptingOptions_011.png|400px]][[ScriptingOptions_012.png|400px]] The external reference will always be the top button if there are two buttons. [[Category:To Be RevisedModule Specific:Form Management]]