Changes

Form - Advanced Settings

2,294 bytes added, 23:22, 27 October 2014
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* Type: [[Business_Express_Form_Types]] * Name: This is your name for the form * 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 
* Active: This is a simple true / false to allow users to interact with the form. False overrides the date options above. * External Reference Code: When interacting with a phone system this field allows a form to respond to something different than the Id or Name of the form. In code is referred to as the campaign_code [[Integration_with_a_Phone_System]] * Contact History - Sort Order: The is the sort order of how the contacts are presented in the Contact History window. * 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. * Externally Available: When the form is to be made accessible through the BEAPI this value is to be set to Public. [[BEAPI]] By default all forms are Private. * Use Outcome security: Outcome Security is turned on (true) or off (false) [[Form_-_Outcome_Access]] * 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. * 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 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]] * 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. * 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. * Enable Integrated Warehousing: Integrated Warehousing actives automatically but can be manually activated. * Dashboard - Contact Source: When using the Dashboard - Contact Source report, this field is the report that is reported against. 
* Exception : Track Reopen
 
* Exception : Time
 
* Exception : Contacts
 
* Service Level Agreement
 
* Email From
 
* SMS From
 
* Working Days
 
* Working Hours - Start
 
* Working Hours - End
 
* Non Working Days
 
* Sales Outcomes
 
* Table
 
* Info Button
 
* Question
 
* Lookup Button
 
* Item
 
* Weighting
 
* Max Weighting
 
* Row Height
 
* BEmail Account
 
* DateTime field
 
* From field
 
* To field
 
* CC field
 
* Subject field
 
* Body Field
 
* Attachments as CCLs
 
* Notify on Receipt
 
* Process as Outcome
 
* Attempt matching?
 
* Field to match on
 
* Match pattern
 
* Content retrieval
 
* Content replacement
 
* Dial Out Instructions
 
* Opening Instructions
 
* Closing Instructions
 
* Mail Merge Button Name
 
* Opening code execution
 
* Lookup code execution
 
* Additional Libraries
 
* Department User Functions
 
* Autobuild Logic
 
* Self Generating Logic
 
* Use Media Code Field
 
* Force Media Code Selection
 
* Show Media Schedule
 
* Time : History
 
* Time : Upcoming
 
* Outcome
 
* Quantity
 
* Merchant Id
 
* Secret
 
* Account Id
 
* Currency
 
* Layout
 
* Template
 
* Horizontal - Show Progress
 
* Horizontal - Show Effort
 
* Short Code
 
* Contact Block
 
* Time Zone
 
* Show Time in Zone
 
* Show Time Zone
 
* Email notifications to
 
* Parameters
 
* Server to deliver to
 
* XML data structure
 
* HTTP Post Headers
 
* Test All
 
* Data Loading Format
 
* Data SFTP Account
 
* Data Leave Original
 
* Data Load Notification
 
* Load / Append
 
* Loading ID Field
 
* Contact Log
 
* XML Element
 
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