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.

To get to the Advanced Settings Main Menu > Form Management > Form - Primary Management > Form - Advanced Settings > Choose your form >

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 BEAPI XML Arrival Management

• Email notifications to

• Parameters

• Server to deliver to

• XML data structure

• HTTP Post Headers

• Test All

17 BEAPI XML and Excel AutoLoad File Options

• Data Loading Format

• Data SFTP Account

• Data Leave Original

• Data Load Notification

18 BEAPI 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