Difference between revisions of "Form - Advanced Settings"
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== Case Management == | == Case Management == | ||
Revision as of 11:41, 25 October 2017
Contents
- 1 Overview
- 2 Sections
- 2.1 Basic Details
- 2.2 Access
- 2.3 Search
- 2.4 Advanced Options
- 2.5 Case Management
- 2.6 Communications
- 2.7 Dashboard Defaults
- 2.8 eCourse Prerequisites
- 2.9 Dimensions
- 2.10 External
- 2.11 Inbox - Management
- 2.12 Inbox - Storage
- 2.13 Inbox - Content
- 2.14 Inbox - SPAM
- 2.15 Inbox - onArrival
- 2.16 Instructions
- 2.17 JavaScript onLoad
- 2.18 Media Management
- 2.19 Quota Management
- 2.20 Realex Credit Card and Direct Debit Details
- 2.21 Survey
- 2.22 Time Zone
- 2.23 bxp_API XML Arrival Management
- 2.24 bxp_API XML and Excel AutoLoad File Options
- 2.25 bxp_API XML and Excel AutoLoad Processing Options
- 2.26 Quick Link Buttons
1 Overview
Within bxp software (bxp), the Form structure is used the most extensively to deliver:
- Inbound
- Outbound
- Blended
- Case Management
- Quality Assurance
- Testing
- Survey Management
As the structure is common to all types, there are a number of settings which are common to all types.
Advanced Settings provides access to the generic settings for all form types.
To get to the Advanced Settings Main Menu > Form Management > Form - Primary Management > Form - Advanced Settings > Choose your form >
2 Sections
2.1 Basic Details
| Heading | Description | Link |
|---|---|---|
| Type | Bxp_Form_Types | |
| Name | This is your name for the form |
2.2 Access
| Heading | Description | Link |
|---|---|---|
| Active | This is a simple true / false to allow users to interact with the form. False overrides the date options above. | |
| Available From | The date and time when users will be able to interact with the form | |
| Available Until | The date and time when users will no longer be able to interact with the form | |
| Cross User Lookup | When set to True, a user can only interact with a record IF the CDA_StaffId is that of the user, or the user has an entry in the Contact History. Within Inbound Contact "My Data - Admin View", allows you to override this limitation. | |
| Use Outcome security | Outcome Security is turned on (true) or off (false) | Form_-_Outcome_Access |
2.3 Search
| Heading | Description | Link |
|---|---|---|
| Record Move Next Bar | This adds a bar at the top of the screen to allow easy navigation of records. This is ideal for testing but not suitable for most live production forms. | |
| Enable Search Export | Allows for search results page to be exported to a xls file | |
| Search Screen Export Fields | Alternate fields to be used in the search export. Fields seperated by ,'s | |
| Precision Search Fields | For more effective searching boolean matching can be employed. Listing the fields here, force boolean matching and can greatly speed up queries. |
2.4 Advanced Options
| Heading | Description | Link |
|---|---|---|
| Enable Integrated Warehousing | Integrated Warehousing actives automatically but can be manually activated. | |
| Use Workflow | Outcome_-_Workflow | |
| Contact History - Sort Order | The is the sort order of how the contacts are presented in the Contact History window. | |
| Page Header Replacement | Can be used to put extra header HTML data directly into the script. | |
| Keyword Replacement | Allows engine keywords to be replaced as needed. | |
| Report - All Campaigns Fields | When cross campaign listings are employed, this allows the custom fields to be chosen. | |
| In-Module Reporting Fields | The columns displayed in the My and Team report data reports. | |
| CCL Column Replacements | When generating the reporting, the CCL column names can be replaced. |
2.5 Case Management
| Heading | Description | Link |
|---|---|---|
| Exception : Track Reopen | ||
| Exception : Time | ||
| Exception : Contacts | ||
| Service Level Agreement |
2.6 Communications
| Heading | Description | Link |
|---|---|---|
| Email From | ||
| SMS From |
2.7 Dashboard Defaults
| Heading | Description | Link |
|---|---|---|
| Dashboard - Contact Source | When using the Dashboard - Contact Source report, this field is the report that is reported against. | |
| Working Days | ||
| Working Hours - Start | ||
| Working Hours - End | ||
| Non Working Days | ||
| Sales Outcomes |
2.8 eCourse Prerequisites
| Heading | Description | Link |
|---|---|---|
| eCourse Prerequisites enabled | User Must complete an eCourse or a number of eCourse before accessing the form | |
| eCourse Book Id | eCourse Book Id's seperated by a , |
2.9 Dimensions
| Heading | Description | Link |
|---|---|---|
| Table | ||
| Info Button | ||
| Question | ||
| Lookup Button | ||
| Item | ||
| Weighting | ||
| Max Weighting | ||
| Row Height |
2.10 External
| Heading | Description | Link |
|---|---|---|
| Externally Available | When the form is to be made accessible through the bxp_API this value is to be set to Public. bxp_API By default all forms are Private. | |
| Public Outcome | When the form is used in a public way an outcome is automatically applied. This is the default outcome applied to public form record logging. | |
| Enable Offline Usage | This option allows a form to create an RSA encrypted snapshot of the data within the form. For more info | Using_Forms_Offline |
| Allow External CCL file download | Allow external download of CCL files |
2.11 Inbox - Management
| Heading | Description | Link |
|---|---|---|
| BEmail Account | The mailbox to log into | |
| Attachments as CCLs | True means attachments will be stored in the CCL history | |
| Notify on Receipt | When an email is loaded into the system, should an email be sent? | |
| Process as Outcome | What outcome should each email be processed as? | |
| Scheduling Enabled | Auto retrieve emails periodically which is managed by bxp | |
| Scheduling Refresh Rate | The rate to check for new mails. |
2.12 Inbox - Storage
| Heading | Description | Link |
|---|---|---|
| DateTime field | ||
| From field | ||
| To field | ||
| CC field | ||
| Subject field | ||
| Body Field |
2.13 Inbox - Content
| Heading | Description | Link |
|---|---|---|
| Attempt matching? | True will attempt to append to an existing record on a pattern | |
| Field to match on | Which field contains the code to match on | |
| Match pattern | What pattern is used for matching on? eg ###--ID--# | |
| Content retrieval | BEmail_Content_Retrieval | |
| Content replacement | BEmail_Content_Replacement |
2.14 Inbox - SPAM
| Heading | Description | Link |
|---|
2.15 Inbox - onArrival
| Heading | Description | Link |
|---|
2.16 Instructions
- Dial Out Instructions
- Opening Instructions
- Closing Instructions
- Mail Merge Button Name
2.17 JavaScript onLoad
- Opening code execution
- Lookup code execution
- Additional Libraries
- Department User Functions
- Autobuild Logic
- Self Generating Logic
2.18 Media Management
- Use Media Code Field
- Force Media Code Selection
- Show Media Schedule
- Time : History
- Time : Upcoming
2.19 Quota Management
- Outcome
- Quantity
2.20 Realex Credit Card and Direct Debit Details
- Merchant Id
- Secret
- Account Id
- Currency
2.21 Survey
- Layout
- Template
- Horizontal - Show Progress
- Horizontal - Show Effort
- Short Code
- Contact Block
2.22 Time Zone
- Time Zone
- Show Time in Zone
- Show Time Zone
2.23 bxp_API XML Arrival Management
- Email notifications to
- Parameters
- Server to deliver to
- XML data structure
- HTTP Post Headers
- Test All
2.24 bxp_API XML and Excel AutoLoad File Options
- Data Loading Format
- Data SFTP Account
- Data Leave Original
- Data Load Notification
2.25 bxp_API XML and Excel AutoLoad Processing Options
- Load / Append
- Loading ID Field
- Contact Log
- XML Element
2.26 Quick Link Buttons
- Button 1
- Button 2
- Button 3
- Button 4
- Button 5
- Button 6
- Button 7
- Button 8
- Button 9
- Button 10
