Forms - Start Here= Introduction =
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Forms are enormous part of bxp. Whilst they take less than 4 seconds to create the options and integrations linked with them are so extensive it can take years to learn to use them to their most powerful extent. This article helps you to navigate the primary areas of forms and their management. = Understanding Forms = The first thing to harness a form is understanding which one to use where. [[Bxp_Form_Types]] Now that you know the types available you choose to build a form. [[Start_Here_-_Building_your_first_form]] There are a number of modules associated with forms. Some are core and some are extensions. [[The_Modules_of_bxp#CCM_and_CRM_-_Core]] To better understand the structure and the terminology of working with forms there is formal training on the area. Topic 3 CC-1-3 Introduction to Blended Form Structure in [[Contact_Centre_Training]] At this point you should have a basic understanding of what a form is and what it used for. Now we can explore some of areas of a form in greater detail. = Questions = To add a question [[Form_Add_a_Question]] Editing questions [[Form_Edit_a_Question]] To understand more about the types of questions that can be added [[Form_Question_Types]] There is a dedicated console to help make Question Management easier [[Console_-_Question_Management]] When using a closed question (drop down list, check boxes or radio buttons) it can be helpful to have a mass editing facility for the items [[Mass_answer_editing_of_questions]] For some scripts logic within the script is important to help people navigate the interaction [[Logic_Management]] For specific types of forms, question weighting allows scores / weightings to be applied to each question answer [[Form_Question_Weighting]] = Tweaks = There are many ways to improve interaction with a form. Some of the major ones are: Changing the fields that are displayed when using the lookup functionality [[Form_Search_Fields]] Validating the script for spelling errors [[Form_Validation_Script]] It is possible to colourise the form [[Form_Script_Background_Colours]] Integration of documentation and training materials makes a form far more useable [[Form_-_Integrating_Documentation]] Cross Linking forms allows for easier list and system management [[Form_-_Cross_Linked_setup]] There is also a collection of Form related articles available from [[Forms_-_Support_Articles]] = Outcomes = A Form outcome is the single most powerful aspect of the entire bxp solution suite. There is indepth review of what they do and how they work. Topic 5 CC-1-5 Introduction to Form Outcomes in [[Contact_Centre_Training]] Further options are navigable from [[Form_-_What_is_an_Outcome]] = Integrations = bxp forms can be integrated with numerous other solution sets to make them very versatile data stores. One of the primary exercises for integration is Field Mapping. [[Understanding_Field_Mapping]] For all possible integration options [[Bxp_API]] For integrating with a phone system [[Scenario_-_bxp_Integration_with_a_Phone_System]] For use as a ticketing solution [[Scenario_-_bxp_as_a_Ticketing_System]] For use as a secure web data store [[Scenario_-_bxp_as_a_secure_Website_Data_Store]] = JavaScript and AJAX = JavaScript provides a powerful dynamic engine allowing extensive customisation of a script to happen in real time. [[JavaScript_in_bxp]] The most powerful and unfortunately most complicated of the JavaScript capabilities is called AJAX. Luckily we have a complete Start Here to guide you through AJAX in bxp [[AJAX_-_Start_Here]] For a full list of our JavaScript articles please read here [[:Category:To Be RevisedTopic:JavaScript]] [[Category:Module Specific:Form Management]][[Category:Topic:Start Here]]