Contents
- Form Builder Reference Guide Introduction
- Purpose
- Audience
- How to Launch Form Builder
- Form Builder OverviewDynamic Layout Editor
- Dynamic UI Overview
- Working with Controls
- Previewing and Saving Forms Static Layout Editor
- Static UI Overview
- Using Form Controls
- Saving FormsForm-Building Exercises
- How to Configure Activity Forms
- How to Configure Activity History Forms
- Customizing Activity History Forms to Show Notes
- How to Display Searchable Call List Columns in Activity FormsAll Form Controls
- Address1 Postal Addresses
- All Email Addresses
- All Phone Numbers
- All Postal Addresses
- Button
- Call Number
- Checkbox
- Company Text
- Complete System
- Contact Source
- Date Time
- Disposition Button
- Disposition System
- Email Address
- Employees Text
- Field
- Fields Group
- First Text
- Goto Page
- Hyperlink
- Label
- Last Text
- List
- Manual Augmentation System
- MediaPlayer URL
- Messenger
- Messengers
- Notes
- Notes System
- Number
- Phone-home Multi phone
- Phone Number
- Picture Static
- Primarymail Multi email addresses
- Revenue Text
- Search Panel
- Segment Key Value List
- Spacer
- Summary Text
- Text
- Title Text
- US State
- Voice Signature
- Voice Signature System
Using Form Controls
Form controls are the building blocks of your form. You can easily drag them on and off the form canvas. This section describes how to add, edit, and remove form controls in Form Builder's Static Layout Editor.
For more information about form controls and their properties, see the next section of this guide, Static Layout Editor Controls, which includes all the form controls available in the Static Layout Editor view. Note that these controls are not available in the Dynamic Layout Editor View.
How to Add Controls
Controls are dragged and dropped onto and off of the form canvas. After a control has been placed on the form canvas, you can drag it to a different location on the form. Once a control has been placed, mousing over it will display a pencil icon for editing the control's properties.
How to Remove Controls
To delete a control, click and hold a control on the Form Canvas, and then drag it over to the Control Palette.
How to Edit Controls
Once a control has been placed on the form canvas, you can edit the control's field properties by clicking anywhere on the control itself. The selected control will be outlined in red. The properties will open on the right-hand side of the UI.
How to Edit Styles
Note that all controls that may have text in them have a common field property called Style. Styles control the appearance of the static text on your form, such as font type, font size, text color, and alignment.
Bright Pattern Contact Center software provides a number of predefined styles that you can select from the drop-down menu.
You can edit any of such predefined styles, or you can create your own styles from scratch:
- Select the style that you wish to edit from the drop-down menu (to create a style from scratch, select None).
- Click Add / Edit.
- Specify style properties.
How to Use Data Fields
The values of many form components can be defined in data fields as scenario variables in the $(varname) format. Beside certain field properties, you will see the $() link.
When clicked, the Mapping dialog opens, allowing you to select a specific variable to map data. For example, selecting "Primary email" in the mapping dialog shown will place the primary email variable into the form control's field, in turn populating the field with a specific email address.
