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| | = Overview = | | = Overview = |
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| − | bxp has a library of prebuilt panes which can be used by clients to create customised dashboards. The below list is a master list of every pane available. To use a pane, add the pane ID to a layout.
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| | + | One of the abilities of Forms from bxp Release 10 SER 2 is to display forms visually. This is done using the Listing section of the Advanced Settings of a form. |
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| − | = Panes available =
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| − | {| class="wikitable" style="width: 400px;word-wrap: break-word;"
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| − | ! Id
| + | When visually listing forms there are a number of configuration options available. The default system listing is alphabetical but the visual listing can be heavily customised. |
| − | ! Pane
| + | |
| − | ! Render As
| + | |
| − | ! Chart Type
| + | |
| − | ! Key Fields
| + | = Settings = |
| − | ! Description
| + | |
| − | ! Snapshot
| + | |
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| + | * Group : A text field to group options. This allows grouping options to be created. If blank all go into a General Group. |
| − | | 1 || Dashboards - Default Holding Message || HTML || . || . || Introductory text || [[File:Pane1.png]]
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| + | * Sort Order : Instead of depending on alphabetical ordering of the forms, it is now possible to put a sort order on the forms. |
| − | | 2 || Work by Project This Month || FusionChart || pie3d || intTotal, strProject_Name || Linked to the time tracker module and project management module. provides a project breakdown || [[File:Pane2.png]]
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| + | * Title : The title for the listing item. Will use the From Name if not supplied. |
| − | | 3 || Hours Breakdown by Person ( This Month ) || FusionChart || pie3d || intTotal, strName || Breakdown of hours logged by users in the time tracker module || [[File:Pane3.png]]
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| + | * Image : Is one of two options, a number or a URL. If a URL then the file must be loaded into the custom folder of bxp for security and speed reasons. [[Custom_File_Uploader]] If you use a number you will get one of the pre-designed button options. These are listed here for your convenience. |
| − | |-4 || Billable Hours per Day This Month || FusionChart || column3d || intTotal, strDate || The number of billable hours logged in time tracker || [[File:Pane4.png]]
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| − | | 5 || WorkingTime Button - Project Report || Button || . || . || Links to the project management module || [[File:Pane5.png]]
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| + | It is possible to convert any current data listing into the pictoral listing by adding blPictoral=true to the URL of the selection page. |
| − | | 6 || WorkingTime Button - Group Project Report || Button || . || . || Link to TT project report || [[File:Pane6.png]]
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| − | | 8 || WorkingTime Button - Person Report || Button || . || . || Links to a report of a users logged hours || [[File:Pane8.png]]
| + | [[File:formicons_001.png|800px]] |
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| − | | 9 || WorkingTime Button - No Hours Person Report || Button || . || . || Link to TT main menu || [[File:Pane9.png]]
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| − | | 10 || WorkingTime Button - Full Margin Report || Button || . || . || Links to TT main menu || [[File:Pane10.png]]
| + | = Worked example = |
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| − | | 11 || WorkingTime Button - Security Group Report || Button || . || . || Links to a report in TT showing hours breakdown by security group || [[File:Pane11.png]]
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| + | So here is the Advanced Settings of a form set |
| − | | 12 || Billables Per Day Worklist || FusionChart || bar2d || intMargin, strDate || Calculates the margin for each day and displays it in a graph || [[File:Pane12.png]]
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| − | | 13 || Worklist of Billables || FusionChart || line || intMargin, strDate || Trend report illustrating the margin earned, data pulled from TT module || [[File:Pane13.png]]
| + | [[File:form_listing_001.png|800px]] |
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| − | | 14 || WorkingTime Button - Time Tracker Management || Button || . || . || Link to time tracker settings || [[File:Pane14.png]]
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| + | And here is what it appears like in the Listing of the forms. |
| − | | 15 || WorkingTime Button - Pricing Management || Button || . || . || Link to the TT report by project || [[File:Pane15.png]]
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| + | [[File:form_listing_002.png|800px]] |
| − | | 16 || WorkingTime Button - Expenses Management || Button || . || . || Link to the expenses manager main menu || [[File:Pane16.png]]
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| − | | 17 || WorkingTime Button - Project Management || Button || . || . || Link to a TT report || [[File:Pane17.png]]
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| + | [[Category:Module Specific:Form Management]] |
| − | | 18 || WorkingTime Button - Person Management || Button || . || . || Links to the HR manager module main menu || [[File:Pane18.png]]
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| − | | 19 || WorkingTime Button - PO Management || Button || . || . || Links to the PO module main menu || [[File:Pane19.png]]
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| − | | 20 || WorkingTime Button - Security Management || Button || . || . || Links to the SAM UAM console || [[File:Pane20.png]]
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| − | | 21 || Outbound - Outcomes count || FusionChart || bar3d || intCount, strStatus || How many times the outcome has been used || [[File:Pane21.png]]
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| − | | 22 || Outbound - Records by Agent || FusionChart || pie3d || intCount, strName || Breakdown of how many times each agent has saved a record || [[File:Pane22.png]]
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| − | | 23 || Outbound - Contacts by Period || FusionChart || bar3d || intCount, strDate || Displays the number of CCLs || [[File:Pane23.png]]
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| − | | 24 || Outbound - Button - Instant Visualisation || Button || . || . || Link to data profiling instant visualisation report || [[File:Pane24.png|30px]]
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| − | | 25 || Outbound - Button - Data Analysis || Button || . || . || Provides a link to the new "Instant Data Analytics" report in data profiling || [[File:Pane25.png|30px]]
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| − | | 26 || Outbound - Button - Outcome Statistics || Button || . || . || Link to the outcome breakdown report || [[File:Pane26.png|30px]]
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| − | | 27 || Outbound - Button - Activity Report || Button || . || . || Link to a report displaying the outcome breakdown and the AHT || [[File:Pane27.png|30px]]
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| − | | 28 || Outbound - Button - Data Report || Button || . || . || Link to the "Data - by outcome, by time" report || [[File:Pane28.png|30px]]
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| − | | 29 || Outbound - Button - Customised Reports || Button || . || . || Links to a list of all customised groups || [[File:Pane29.png|30px]]
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| − | | 30 || Outbound - Button - Contact Analysis || Button || . || . || Links to a trend report showing the most popular contact times || [[File:Pane30.png|30px]]
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| − | | 31 || Outbound - Activity Times || List || . || intId, strName, tmeTotal || Average activity time per user || [[File:Pane31.png|30px]]
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| − | | 32 || Outbound - Current Queue || Queue || . || . || Displays the outbound calling stack || [[File:Pane32.png|30px]]
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| − | | 33 || Outbound - Complete Vs. Incomplete || FusionChart || pie3d || intTotal, strType || breakdown of how many incomplete and complete outcomes have been used || [[File:Pane33.png|30px]]
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| − | | 34 || Outbound - Button - Set Queue || Button || . || . || Links to the "set the current working outcome" page || [[File:Pane34.png|30px]]
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| − | | 35 || Outbound - Button - Call backs || Button || . || . || Links to the reminders for the form || [[File:Pane35.png|30px]]
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| − | | 36 || Taken to Process || Button || . || . || Link to a worklist of all records in progress || [[File:Pane36.png|30px]]
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| − | | 37 || Outbound - Button - Load More Data || Button || . || . || Links to the data import function in form management || [[File:Pane37.png|30px]]
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| − | | 38 || Outbound - Button - Manage Form || Button || . || . || Opens up the form console || [[File:Pane38.png|30px]]
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| − | | 39 || Outbound - Button - Manage Custom Groups || Button || . || . || Link to the outbound cutomised group setup || [[File:Pane39.png|30px]]
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| − | | 40 || Outbound - Button - Dialler Integration || Button || . || . || Link to the wixi on dialler integration || [[File:Pane40.png|30px]]
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| − | | 41 || Membership - Member Types || FusionChart || bar3d || intTotal, strType || Breakdown of all member types on a form, data is pulled from a membership configuration || [[File:Pane41.png|30px]]
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| − | | 42 || Membership - Paid Unpaid || FusionChart || pie3d || intTotal, strType || Breakdown of paid and unpaid members || [[File:Pane42.png|30px]]
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| − | | 43 || Membership - Member Search || HTML || . || . || search screen to search for records in the form || [[File:Pane43.png|30px]]
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| − | | 44 || Membership - Button - Data Analysis || Button || . || . || Link to the instant data analytics report in data profiling || [[File:Pane44.png|30px]]
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| − | | 45 || Membership - Button - Instant Visualisation || Button || . || . || Link to the instant visualisations report in data profiling || [[File:Pane45.png|30px]]
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| − | | 46 || Membership - Button - Contact Statistics || Button || . || . || Links to the outcome breakdown and AHT info || [[File:Pane46.png|30px]]
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| − | | 47 || Membership - Button - Contact by Team || Button || . || . || Links to the team outbound calling report || [[File:Pane47.png|30px]]
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| − | | 48 || Membership - Button - Contact Pattern || Button || . || . || Link to a trend report on contact times || [[File:Pane48.png|30px]]
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| − | | 49 || Membership - Button - Group Communications - SMS || Button || . || . || Link to the SMS campaign send functionality || [[File:Pane49.png|30px]]
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| − | | 50 || Membership - Button - Group Communications - Email || Button || . || . || Link to the email campaign send functionality || [[File:Pane50.png|30px]]
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| − | | 51 || Security - Departments Breakdown || FusionChart || pie2d || intTotal, strName || Percentage breakdown of how many users are in each department || [[File:Pane51.png|30px]]
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| − | | 52 || Security - Role Breakdown || FusionChart || pie2d || intTotal, strName || Percentage breakdown of users assigned to each role || [[File:Pane52.png|30px]]
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| − | | 53 || Security - Lockouts || List || pie2d || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || List of current locked out users || [[File:Pane53.png|30px]]
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| − | | 54 || Security - Last IPs || List || . || intCount,strIPAddress || List of all IPs registered and number of hits from each || [[File:Pane54.png|30px]]
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| − | | 55 || Security - Last Logins || List || . || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || date and time of a user's last login || [[File:Pane55.png|30px]]
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| − | | 56 || Security - Button - User Status Report || Button || . || . || Links to the user status report in SAM || [[File:Pane56.png|30px]]
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| − | | 57 || Security - Button - Organogram || Button || . || . || Links to the security organogram || [[File:Pane57.png|30px]]
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| − | | 58 || Security - Button - Failed Logins || Button || . || . || Link to the failed login report in SAM || [[File:Pane58.png|30px]]
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| − | | 59 || Security - Button - IP Report || Button || . || . || Link to the API login report in SAM || [[File:Pane59.png|30px]]
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| − | | 60 || Security - Button - Security Events || Button || . || . || Link to the security audit log in SAM || [[File:Pane60.png|30px]]
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| − | | 61 || Security - Button - Master Settings || Button || . || . || Link to basic system information || [[File:Pane61.png|30px]]
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| − | | 62 || Security - Security Events || List || . || dteArticleView_DateTime, strUsername, strArticleView_Type, strArticleView_Comments || Displays the first few items of the system events audit trail || [[File:Pane62.png|30px]]
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| − | | 63 || Security - New Users || List || . || strClient_Firstname, strClient_Surname, dteClient_DateCreated || List of new users and when they were created || [[File:Pane63.png|30px]]
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| − | | 64 || Prebuild - Company - New This Month || Value || . || intTotal || The number of new records in the company form || [[File:Pane64.png|30px]]
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| − | | 65 || Prebuild - Company - Pie by Owner || FusionChart || pie2d || intCount, strName || Pie chart based on owner field || [[File:Pane65.png|30px]]
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| − | | 66 || Prebuild - Company - Pie by Geographic Region || FusionChart || pie2d || intCount, strName || Pie chart showing breakdown of the region field || [[File:Pane66.png|30px]]
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| − | | 67 || Prebuild - Company - Pie by Industry || FusionChart || pie2d || intCount, strName || Breakdown of the industry field || [[File:Pane67.png|30px]]
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| − | | 68 || Company - Worklist - My Companies || Button || . || . || Link to personal worklist of records to action || [[File:Pane68.png|30px]]
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| − | | 69 || Company - List - Most Recent || List || . || intId, strName, strLast_Modified, dteWhen || List of the most recently added companies || [[File:Pane69.png|30px]]
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| − | | 70 || Prebuild - Company - Button - Form Edit || Button || . || . || Link to the form console || [[File:Pane70.png|30px]]
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| − | | 71 || Prebuild - Company - Management || Button || . || . || Link to the prebuild manager || [[File:Pane71.png|30px]]
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| − | | 72 || Prebuild - Company - Button - Lookup Company || Button || . || . || Link to search function for looking up records || [[File:Pane72.png|30px]]
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| − | | 73 || Prebuild - Company - GoogleMap || GoogleMap || . || . || Displays a map on screen with all the companies pin pointed || [[File:Pane73.png|30px]]
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| − | | 74 || Prebuild - Contact - New This Month || Value || . || intTotal || Raw count of new contacts || [[File:Pane74.png|30px]]
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| − | | 75 || Prebuild - Contact - Pie by Owner || FusionChart || pie2d || intCount, strName || Breakdown of the contact owners || [[File:Pane75.png|30px]]
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| − | | 76 || Prebuild - Contact - Oldest Callbacks || List || . || strName, dteReminder, strComment, dteLogged || List of all callbacks sorted by date || [[File:Pane76.png|30px]]
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| − | | 77 || Prebuild - Contact - My Contacts || Button || . || . || Link to personal worklist of contact records || [[File:Pane77.png|30px]]
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| − | | 78 || Prebuild - Contact - Button - Lookup Contact || Button || . || . || Link to the look up a record page for the contacts form || [[File:Pane78.png|30px]]
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| − | | 79 || Prebuild - Contact - List - Most Recent || List || . || intId, strFirstName, strSurname, strEmail, strOwner, dteWhen || List of most recently added contacts || [[File:Pane79.png|30px]]
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| − | | 80 || Prebuild - Contact - Contacts this month || FusionChart || bar3d || intCount, strName || Breakdown of number of contacts added by each user || [[File:Pane80.png|30px]]
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| − | | 81 || Prebuild - Opportunity - Funnel || PipeFunnel || . || . || The status of each opportunity and where they are in pipeline || [[File:Pane81.png|30px]]
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| − | | 82 || Prebuild - Opportunity - Sales History || FusionChart || line || intTotal, strDate || Trend line chart of the value of the opportunities || [[File:Pane82.png|30px]]
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| − | | 83 || Prebuild - Opportunity - 90 day Score >= 75% || List || . || intTotal, strName || List of viable opportunities || [[File:Pane83.png|30px]]
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| − | | 84 || Prebuild - Opportunity - Soon to drop || List || . || intId, intTotal, strName, strOwner, strWhen || List of opportunities, the soon to drop is calculated from form fields || [[File:Pane84.png|30px]]
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| − | | 85 || Prebuild - Opportunity - All Opportunities || Button || . || . || Link to a worklist of all opportunities || [[File:Pane85.png|30px]]
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| − | | 86 || Prebuild - Opportunity - My Opportunities || Button || . || . || Link to a personal worklist of opportunities || [[File:Pane86.png|30px]]
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| − | | 87 || Mailbox - New Arrivals - Today || Value || . || intCount || Number of new emails received by day || [[File:Pane87.png|30px]]
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| − | | 88 || Mailbox - New Arrivals - Longest Wait || Value || . || strWait || Longest wait for an email to be actioned || [[File:Pane88.png|30px]]
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| − | | 89 || Prebuild - Mailbox - Incomplete Cases || Value || . || intCount || The number of unactioned emails || [[File:Pane89.png|30px]]
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| − | | 90 || Prebuild - Mailbox - Open Case Longest Wait || Value || . || strWait || The longest wait for an email to be actioned || [[File:Pane90.png|30px]]
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| − | | 91 || Prebuild - Mailbox - Closed This Week || Value || . || intCount || How many emails have been closed since the start of the week || [[File:Pane91.png|30px]]
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| − | | 92 || Prebuild - Mailbox - Button - Open Cases || Button || . || . || Link to all the emails that need to be actioned || [[File:Pane92.png|30px]]
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| − | | 93 || Prebuild - Mailbox - Button - Activity Times Last 30 Days || Button || . || . || Link to the activity report, displays AHTs || [[File:Pane93.png|30px]]
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| − | | 94 || Prebuild - Mailbox - Lookup BEmail || Button || . || . || Link to the form lookup screen || [[File:Pane94.png|30px]]
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| − | | 95 || Prebuild - Mailbox - My BEmails || Button || . || . || Link to personal worklist of bemails to action || [[File:Pane95.png|30px]]
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| − | | 96 || Prebuild - Mailbox - New cases opened by day || FusionChart || line || intTotal, strDate || Trend line chart of the number of new bemails per day || [[File:Pane96.png|30px]]
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| − | | 97 || Mailbox - Prebuild - Processed by day || FusionChart || bar3d || intTotal, strDate || A count of how many records are processed each day || [[File:Pane97.png|30px]]
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| − | | 98 || Prebuild - Mailbox - Cases by agent for last 7 days || FusionChart || pie2d || intTotal, strAgent || Breakdown of the users actioning the records || [[File:Pane98.png|30px]]
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| − | |}
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One of the abilities of Forms from bxp Release 10 SER 2 is to display forms visually. This is done using the Listing section of the Advanced Settings of a form.
When visually listing forms there are a number of configuration options available. The default system listing is alphabetical but the visual listing can be heavily customised.
It is possible to convert any current data listing into the pictoral listing by adding blPictoral=true to the URL of the selection page.
