Form - Advanced Settings

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
• Name
• Available From
• Available Until

3 Advanced Options

• Active
• External Reference Code
• Contact History - Sort Order
• Public Outcome
• Externally Available
• Use Outcome security
• Cross User Lookup
• Record Move Next Bar
• Enable Offline Usage
• Page Header Replacement
• Keyword Replacement
• Report - All Campaigns Fields
• In-Module Reporting Fields
• CCL Column Replacements
• Precision Search Fields
• Enable Integrated Warehousing
• Dashboard - Contact Source

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