Difference between revisions of "Form Add another Outcome"
From All n One's bxp software Wixi
(Created page with "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 ...") |
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Add an Outcome | Add an Outcome | ||
| − | Choose the form. | + | |
| − | In the Basic Details sub-section, provide a Value and a Description for this outcome. | + | *Choose the form. |
| − | 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. | + | *In the Basic Details sub-section, provide a Value and a Description for this outcome. |
| − | There are many other sub-sections that can be used when adding an 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: | For example: | ||
| − | + | ||
| − | + | *To make fields in a form 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. | |
| − | + | ||
| + | *To make credit card transfers using an Outcome, use the Instant Transfer - Realex Payments sub-section. | ||
| + | |||
| + | |||
| + | *To transfer records from one campaign to another, use the Instant Transfer - Campaign sub-section. | ||
| + | |||
| + | *To create logic branching within this outcome, use the JavaScript sub-section. | ||
| + | |||
| + | *To create a mail merge, use the Mail Merge sub-section. | ||
Revision as of 12:18, 18 October 2013
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:
- To make fields in a form 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.
- To make credit card transfers using an Outcome, use the Instant Transfer - Realex Payments sub-section.
- To transfer records from one campaign to another, use the Instant Transfer - Campaign sub-section.
- To create logic branching within this outcome, use the JavaScript sub-section.
- To create a mail merge, use the Mail Merge sub-section.
