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How to Launch Form Builder

The Form Builder application is always launched from the Contact Center Administrator application. Only after a form is added to the system in Contact Center Administrator is it ready to be edited and customized.

Forms may be either added or imported to your contact center.

How to Add a Form

To add a new form, follow these steps:

1. In the Contact Center Administrator application, navigate to Configuration >> Case & Contact Management >> Forms.
   

   Contact Center Administrator > Configuration > Forms
2. Select the type of form you wish to create (e.g., Activity,Contact, Case, Augmentation).
   

   Forms > Activity
3. At the bottom of the screen, click + to add a new form.
   

   Click "+" to add a new form
4. The Form Builder application will open in a new browser window or tab, where you will build and edit the new form.
   

   A new, blank form

How to Import a Form

You can import any form that was built in any version of Bright Pattern Contact Center. When working with forms created in version 3.x of the software, you will need to import them before editing them in Form Builder.

To import a form, follow these steps:

1. First log into the Contact Center Administrator application and navigate to Case & Contact Management > Forms.
   
   
   

   Contact Center Administrator > Case & Contact Management > Forms
   
   
   
2. Click the Import form button.
   
   
3. In the Import Screenpop Form dialog, name and browse for your form, and then click Upload.
   
   
   

   Upload form
   
   
   
4. Your imported form will appear in the list of forms.
   
   
   

   All forms

How to Launch Form Builder and Edit a Form

Once your forms have been added or imported to your contact center, they are ready to be edited in Form Builder.

Follow these steps to open a form in Form Builder:

1. In the Contact Center Administrator application, navigate to Case & Contact Management > Forms.
   
   
   

   Contact Center Administrator > Case & Contact Management > Forms
   
   
   
2. Select the form that you want to edit from the list.
   
   
3. Click the Edit button.
   
   
4. This will open the form in the Form Builder application, in a new browser window or tab.
   
   
   

   Editing a version 3.x form
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