From Bright Pattern Documentation
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Augmentation forms allow your contact center to display and merge contact information from external databases (e.g., an integrated CRM or The Data Group) in order to provide additional or background information for selected contacts. Augmentation forms are configured in the Contact Center Administrator application, and the fields shown on Augmentation forms are edited in the Form Builder application.. | Augmentation forms allow your contact center to display and merge contact information from external databases (e.g., an integrated CRM or The Data Group) in order to provide additional or background information for selected contacts. Augmentation forms are configured in the Contact Center Administrator application, and the fields shown on Augmentation forms are edited in the Form Builder application.. | ||
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[[File:CCA-Forms-Augmentation-51.PNG|800px|thumbnail|center|Augmentation form configuration]] | [[File:CCA-Forms-Augmentation-51.PNG|800px|thumbnail|center|Augmentation form configuration]] | ||
| − | == Properties == | + | == Properties == |
Names are assigned to the Contact forms using the ''Properties'' tab. The Contact form properties are described as follows. | Names are assigned to the Contact forms using the ''Properties'' tab. The Contact form properties are described as follows. | ||
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[[File:Forms-Augmentation-Properties-50.png|450px|thumbnail|center|Augmentation form properties]] | [[File:Forms-Augmentation-Properties-50.png|450px|thumbnail|center|Augmentation form properties]] | ||
| − | === Name === | + | === Name === |
''Name'' is the name of the selected form. | ''Name'' is the name of the selected form. | ||
| − | === Type === | + | === Type === |
''Type'' is the type of form. Note that for Augmentation forms, there is only one type (i.e., Augmentation). | ''Type'' is the type of form. Note that for Augmentation forms, there is only one type (i.e., Augmentation). | ||
| − | === Default form for this type=== | + | === Default form for this type=== |
Select the checkbox for ''Default form for this type'' if this form is to be the default for all Augmentation forms. | Select the checkbox for ''Default form for this type'' if this form is to be the default for all Augmentation forms. | ||
| − | == Client Partitions == | + | == Client Partitions == |
To assign the selected Augmentation form to a [[contact-center-administrator-guide/ClientPartitions|client partition]], click the '''Client Partitions''' tab. This tab displays partitions to which the form is already assigned, and it allows you to change those assignments as well. Click '''edit''' to select partitions and assign them to the Augmentation form. | To assign the selected Augmentation form to a [[contact-center-administrator-guide/ClientPartitions|client partition]], click the '''Client Partitions''' tab. This tab displays partitions to which the form is already assigned, and it allows you to change those assignments as well. Click '''edit''' to select partitions and assign them to the Augmentation form. | ||
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[[File:Contact-Client-Partitions-50.png|450px|thumbnail|center|Client Partitions tab]] | [[File:Contact-Client-Partitions-50.png|450px|thumbnail|center|Client Partitions tab]] | ||
| − | == Working with Augmentation Forms == | + | == Working with Augmentation Forms == |
To create or edit a form, select the '''Contact''' option from the root menu of Contact Center Administrator (''Configuration > Forms > Augmentation''). The left pane will list the existing forms. Note that forms configured for your contact center are listed in this application, but they are built and edited in the Form Builder application. | To create or edit a form, select the '''Contact''' option from the root menu of Contact Center Administrator (''Configuration > Forms > Augmentation''). The left pane will list the existing forms. Note that forms configured for your contact center are listed in this application, but they are built and edited in the Form Builder application. | ||
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For more information about creating forms, see the [[form-builder-reference-guide/Purpose|Form Builder Reference Guide]]. | For more information about creating forms, see the [[form-builder-reference-guide/Purpose|Form Builder Reference Guide]]. | ||
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'''Note:''' Some service configuration changes that affect agent behavior are not picked up dynamically by Agent Desktop. Thus, after making any changes to augmentation forms, we recommend that all affected logged-in agents refresh their browser page. | '''Note:''' Some service configuration changes that affect agent behavior are not picked up dynamically by Agent Desktop. Thus, after making any changes to augmentation forms, we recommend that all affected logged-in agents refresh their browser page. | ||
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[[File:CCA-Form-Buttons-51.PNG|450px|thumbnail|center|Use these buttons to add, edit, delete, import, and export forms]] | [[File:CCA-Form-Buttons-51.PNG|450px|thumbnail|center|Use these buttons to add, edit, delete, import, and export forms]] | ||
| − | === How to Add a Form === | + | === How to Add a Form === |
# Click the '''Add new form''' ('''+''') button. | # Click the '''Add new form''' ('''+''') button. | ||
# In the Form Builder application that opens, customize the form by dragging controls onto the form canvas and editing their properties. | # In the Form Builder application that opens, customize the form by dragging controls onto the form canvas and editing their properties. | ||
| − | === How to Edit a Form === | + | === How to Edit a Form === |
# Select a form in the list of forms that appears. | # Select a form in the list of forms that appears. | ||
# Click the '''Edit''' [[File:CCA-Form-Edit-Button-51.png|26px]] button. | # Click the '''Edit''' [[File:CCA-Form-Edit-Button-51.png|26px]] button. | ||
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| − | === How to Delete a Form === | + | === How to Delete a Form === |
# In the list of forms that appears, select the form you wish to remove. | # In the list of forms that appears, select the form you wish to remove. | ||
# Click the '''Delete''' button ('''X'''). | # Click the '''Delete''' button ('''X'''). | ||
| − | === How to Clone a Form === | + | === How to Clone a Form === |
# In the list of forms that appears, select the form you wish to duplicate. | # In the list of forms that appears, select the form you wish to duplicate. | ||
# Click the '''Clone form''' [[File:CCA-Form-Clone-Button-51.png|26px]] button. | # Click the '''Clone form''' [[File:CCA-Form-Clone-Button-51.png|26px]] button. | ||
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| − | === How to Import a Form === | + | === How to Import a Form === |
# Click the '''Import form''' [[File:CCA-Form-Import-Button-51.png|26px]] button. | # Click the '''Import form''' [[File:CCA-Form-Import-Button-51.png|26px]] button. | ||
# In the dialog that appears, enter the name and type of the form you wish to import, browse for the file, and click '''Upload'''. | # In the dialog that appears, enter the name and type of the form you wish to import, browse for the file, and click '''Upload'''. | ||
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| − | === How to Export a Form === | + | === How to Export a Form === |
# In the list of forms that appears, select the form you wish to export. | # In the list of forms that appears, select the form you wish to export. | ||
# Click the '''Export form''' [[File:CCA-Form-Export-Button-51.png|26px]] button. | # Click the '''Export form''' [[File:CCA-Form-Export-Button-51.png|26px]] button. | ||
# The form will be downloaded immediately. | # The form will be downloaded immediately. | ||
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Latest revision as of 04:08, 29 May 2024
• 日本語
Augmentation
Augmentation forms allow your contact center to display and merge contact information from external databases (e.g., an integrated CRM or The Data Group) in order to provide additional or background information for selected contacts. Augmentation forms are configured in the Contact Center Administrator application, and the fields shown on Augmentation forms are edited in the Form Builder application..
Properties
Names are assigned to the Contact forms using the Properties tab. The Contact form properties are described as follows.
Name
Name is the name of the selected form.
Type
Type is the type of form. Note that for Augmentation forms, there is only one type (i.e., Augmentation).
Default form for this type
Select the checkbox for Default form for this type if this form is to be the default for all Augmentation forms.
Client Partitions
To assign the selected Augmentation form to a client partition, click the Client Partitions tab. This tab displays partitions to which the form is already assigned, and it allows you to change those assignments as well. Click edit to select partitions and assign them to the Augmentation form.
Working with Augmentation Forms
To create or edit a form, select the Contact option from the root menu of Contact Center Administrator (Configuration > Forms > Augmentation). The left pane will list the existing forms. Note that forms configured for your contact center are listed in this application, but they are built and edited in the Form Builder application.
For more information about creating forms, see the Form Builder Reference Guide.
Note: Some service configuration changes that affect agent behavior are not picked up dynamically by Agent Desktop. Thus, after making any changes to augmentation forms, we recommend that all affected logged-in agents refresh their browser page.
How to Add a Form
- Click the Add new form (+) button.
- In the Form Builder application that opens, customize the form by dragging controls onto the form canvas and editing their properties.
How to Edit a Form
- Select a form in the list of forms that appears.
- Click the Edit
button. - In the Form Builder application that opens, customize the form by dragging controls onto the form canvas and editing their properties.
How to Delete a Form
- In the list of forms that appears, select the form you wish to remove.
- Click the Delete button (X).
How to Clone a Form
- In the list of forms that appears, select the form you wish to duplicate.
- Click the Clone form
button. - The duplicated form will appear in the list with name "Clone of <Name of Original Form>".
How to Import a Form
- Click the Import form
button. - In the dialog that appears, enter the name and type of the form you wish to import, browse for the file, and click Upload.
- The imported form will appear in the list.
How to Export a Form
- In the list of forms that appears, select the form you wish to export.
- Click the Export form
button. - The form will be downloaded immediately.
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