Difference between revisions of "Form - Advanced Settings"

Revision as of 23:00, 27 October 2014 (view source) Philip Lacey (talk | contribs) ← Older edit		Revision as of 23:22, 27 October 2014 (view source) Philip Lacey (talk | contribs) Newer edit →
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−	* Type	+	* Type : [[Business_Express_Form_Types]]
−	* Name	+
−	* Available From	+	* Name : This is your name for the form
−	* Available Until	+
		+	* 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
		+
Line 32:		Line 36:
−	* Active	+	* Active : This is a simple true / false to allow users to interact with the form.  False overrides the date options above.
−	* External Reference Code	+
−	* Contact History - Sort Order	+	* 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]]
−	* Public Outcome	+
−	* Externally Available	+	* Contact History - Sort Order : The is the sort order of how the contacts are presented in the Contact History window.
−	* Use Outcome security	+
−	* Cross User Lookup	+	* 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.
−	* Record Move Next Bar	+
−	* Enable Offline Usage	+	* 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.
−	* Page Header Replacement	+
−	* Keyword Replacement	+	* Use Outcome security : Outcome Security is turned on (true) or off (false) [[Form_-_Outcome_Access]]
−	* Report - All Campaigns Fields	+
−	* In-Module Reporting Fields	+	* 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.
−	* CCL Column Replacements	+
−	* Precision Search Fields	+	* 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 Integrated Warehousing	+
−	* Dashboard - Contact Source	+	* 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.
		+
Line 55:		Line 76:
	* Exception : Track Reopen		* Exception : Track Reopen
		+
	* Exception : Time		* Exception : Time
		+
	* Exception : Contacts		* Exception : Contacts
		+
	* Service Level Agreement		* Service Level Agreement
		+
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	* Email From		* Email From
		+
	* SMS From		* SMS From
		+
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	* Working Days		* Working Days
		+
	* Working Hours - Start		* Working Hours - Start
		+
	* Working Hours - End		* Working Hours - End
		+
	* Non Working Days		* Non Working Days
		+
	* Sales Outcomes		* Sales Outcomes
		+
Line 81:		Line 113:
	* Table		* Table
		+
	* Info Button		* Info Button
		+
	* Question		* Question
		+
	* Lookup Button		* Lookup Button
		+
	* Item		* Item
		+
	* Weighting		* Weighting
		+
	* Max Weighting		* Max Weighting
		+
	* Row Height		* Row Height
		+
Line 94:		Line 134:
	* BEmail Account		* BEmail Account
		+
	* DateTime field		* DateTime field
		+
	* From field		* From field
		+
	* To field		* To field
		+
	* CC field		* CC field
		+
	* Subject field		* Subject field
		+
	* Body Field		* Body Field
		+
	* Attachments as CCLs		* Attachments as CCLs
		+
	* Notify on Receipt		* Notify on Receipt
		+
	* Process as Outcome		* Process as Outcome
		+
	* Attempt matching?		* Attempt matching?
		+
	* Field to match on		* Field to match on
		+
	* Match pattern		* Match pattern
		+
	* Content retrieval		* Content retrieval
		+
	* Content replacement		* Content replacement
		+
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	* Dial Out Instructions		* Dial Out Instructions
		+
	* Opening Instructions		* Opening Instructions
		+
	* Closing Instructions		* Closing Instructions
		+
	* Mail Merge Button Name		* Mail Merge Button Name
		+
Line 123:		Line 182:
	* Opening code execution		* Opening code execution
		+
	* Lookup code execution		* Lookup code execution
		+
	* Additional Libraries		* Additional Libraries
		+
	* Department User Functions		* Department User Functions
		+
	* Autobuild Logic		* Autobuild Logic
		+
	* Self Generating Logic		* Self Generating Logic
		+
Line 134:		Line 199:
	* Use Media Code Field		* Use Media Code Field
		+
	* Force Media Code Selection		* Force Media Code Selection
		+
	* Show Media Schedule		* Show Media Schedule
		+
	* Time : History		* Time : History
		+
	* Time : Upcoming		* Time : Upcoming
		+
Line 144:		Line 214:
	* Outcome		* Outcome
		+
	* Quantity		* Quantity
		+
Line 151:		Line 223:
	* Merchant Id		* Merchant Id
		+
	* Secret		* Secret
		+
	* Account Id		* Account Id
		+
	* Currency		* Currency
		+
Line 160:		Line 236:
	* Layout		* Layout
		+
	* Template		* Template
		+
	* Horizontal - Show Progress		* Horizontal - Show Progress
		+
	* Horizontal - Show Effort		* Horizontal - Show Effort
		+
	* Short Code		* Short Code
		+
	* Contact Block		* Contact Block
		+
Line 171:		Line 253:
	* Time Zone		* Time Zone
		+
	* Show Time in Zone		* Show Time in Zone
		+
	* Show Time Zone		* Show Time Zone
		+
Line 179:		Line 264:
	* Email notifications to		* Email notifications to
		+
	* Parameters		* Parameters
		+
	* Server to deliver to		* Server to deliver to
		+
	* XML data structure		* XML data structure
		+
	* HTTP Post Headers		* HTTP Post Headers
		+
	* Test All		* Test All
		+
Line 190:		Line 281:
	* Data Loading Format		* Data Loading Format
		+
	* Data SFTP Account		* Data SFTP Account
		+
	* Data Leave Original		* Data Leave Original
		+
	* Data Load Notification		* Data Load Notification
		+
Line 199:		Line 294:
	* Load / Append		* Load / Append
		+
	* Loading ID Field		* Loading ID Field
		+
	* Contact Log		* Contact Log
		+
	* XML Element		* XML Element
		+

---

Revision as of 23:22, 27 October 2014

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.

2 Basic Details

• 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

3 Advanced Options

• 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.

4 Case Management

• Exception : Track Reopen

• Exception : Time

• Exception : Contacts

• Service Level Agreement

5 Communications

• Email From

• SMS From

6 Dashboard and Reporting Defaults

• Working Days

• Working Hours - Start

• Working Hours - End

• Non Working Days

• Sales Outcomes

7 Dimensions

• Table

• Info Button

• Question

• Lookup Button

• Item

• Weighting

• Max Weighting

• Row Height

8 Inbox Management

• 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

9 Instructions

• Dial Out Instructions

• Opening Instructions

• Closing Instructions

• Mail Merge Button Name

10 JavaScript onLoad

• Opening code execution

• Lookup code execution

• Additional Libraries

• Department User Functions

• Autobuild Logic

• Self Generating Logic

11 Media Management

• Use Media Code Field

• Force Media Code Selection

• Show Media Schedule

• Time : History

• Time : Upcoming

12 Quota Management

• Outcome

• Quantity

13 Realex Credit Card and Direct Debit Details

• Merchant Id

• Secret

• Account Id

• Currency

14 Survey

• Layout

• Template

• Horizontal - Show Progress

• Horizontal - Show Effort

• Short Code

• Contact Block

15 Time Zone

• Time Zone

• Show Time in Zone

• Show Time Zone

16 Campaign CMI XML Arrival Management

• Email notifications to

• Parameters

• Server to deliver to

• XML data structure

• HTTP Post Headers

• Test All

17 Campaign CMI API XML and Excel AutoLoad File Options

• Data Loading Format

• Data SFTP Account

• Data Leave Original

• Data Load Notification

18 Campaign CMI API XML and Excel AutoLoad Processing Options

• Load / Append

• Loading ID Field

• Contact Log

• XML Element

19 Quick Link Buttons

• Button 1
• Button 2
• Button 3
• Button 4
• Button 5
• Button 6
• Button 7
• Button 8
• Button 9
• Button 10