Difference between revisions of "Form - Outcome Manager"

Latest revision as of 02:08, 22 March 2014

In the section Form - Outcome Manager, the following functionality occurs:

1. Add an Outcome
2. Edit an Outcome
3. Delete an Outcome
4. Copy an Outcome

1 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.

2 Edit an Outcome

• Choose the form.
• Choose the Outcome you wish to edit.
• The Outcomes primary details will be displayed on the screen.
• Change the details that need editing.
• Click on Edit an Outcome.

3 Delete an Outcome

• NOTE - It is not possible to delete an outcome out right.
• If an Outcome was to be deleted, all records that had that Outcome would be deleted as well.
• However, by Editing an Outcome and changing the Active status to False, the Outcome will not appear on any scripts going forward.

4 Copy an Outcome

• Choose the form.
• Choose the outcome from the list displayed on the screen.
• Change the name of the outcome in the value and description text boxes.
• Copy the Outcome.