Add an Outcome
*Choose the form. *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:
1. *To make fields in a form mandatory, the Validation Rules sub-section can be used. 2. *To email or SMS users either internally or externally from an Outcome, use the Internal and External Communications sub-sections. 3. *To create a Reminder or an Appointment from this Outcome, use the Callback - Reminder / Appointment sub-section. 4. *To make credit card transfers using an Outcome, use the Instant Transfer - Realex Payments sub-section. 5. *To transfer records from one campaign to another, use the Instant Transfer - Campaign sub-section. 6. *To create logic branching within this outcome, use the JavaScript sub-section. 7. *To create a mail merge, use the Mail Merge sub-section.