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<translate>= How to Configure Activity Forms = | <translate>= How to Configure Activity Forms = | ||
+ | Activity forms are forms that agents interact with directly in Agent Desktop. They can be used for a wide variety of purposes; however, the main purpose of activity forms is to collect information during interactions. Activity forms are also used to collect and pass information to [[Form-builder-reference-guide/HowtoConfigureActivityHistoryForms|Activity History forms]]. | ||
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+ | [[File:Activity-Form-Configuration-53.PNG|800px|thumb|center|Activity form configuration in the Contact Center Administrator application]] | ||
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+ | == Prerequisites == | ||
+ | Activity form fields can be mapped to custom fields for [[Contact-center-administrator-guide/CustomFields#Contact|contact]], [[Contact-center-administrator-guide/CustomFields#Company|company]], and [[Contact-center-administrator-guide/CustomFields#Activity_History|Activity History]]. In order to do this, you must configure these custom fields first. For more information, see the ''Contact Center Administrator Guide'', section [[Contact-center-administrator-guide/CustomFields|Custom Fields]]. | ||
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+ | == Procedure == | ||
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+ | === Step 1: Configure an Activity Form in the Contact Center Administrator Application === | ||
+ | Beginning in the Contact Center Administrator application, section [[Contact-center-administrator-guide/ActivityForms|Forms > Activity]]. Click the '''Add new form''' [[File:Create-New-Form-53.PNG|26px]] button, which launches the Form Builder application. | ||
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+ | === Step 2: Create Your Form in the Form Builder Application === | ||
+ | In the Form Builder application, | ||
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+ | [[File:Activity-Form-With-Custom-Activity-History-Fields-53.PNG|800px|thumb|center|Configuring an activity form]] | ||
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+ | When configuring your form, you may choose to map custom field values to your form fields. To do this, select the '''data field''' [[File:Data-Field-Button-53.PNG|26px]] button. This will pop a window with the data fields you can map to a given form field. | ||
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+ | [[File:Map-Activity-History-Field-53.PNG|800px|thumb|center|Mapping a form field to a custom Activity History field]] | ||
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+ | When you are finished, click the '''Save''' [[File:Activity-Form-Save-Button-53.PNG|40px]] button and you can will be prompted to name your form. | ||
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+ | ==== Step 2a: Add Pages to Your Form ==== | ||
+ | Activity forms can be as detailed or concise as you need them to be. If the former is true, you can add pages to your form using the '''new page''' [[File:Activity-Form-Add-Page-53.PNG|26px]] button. Adding pages will change the default page name if you have named it. That is, pages name will read "Page 2", "Page 3," and so forth, instead of "New Page". | ||
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+ | Additionally, you may clone pages using the '''clone page''' [[File:Activity-Form-Clone-Button-53.PNG|26px]] button. Clicking this button creates a new page titled "Clone of <page name>" and all controls are copied from the cloning page. | ||
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+ | [[File:Activity-Form-Copy-and-Add-53.PNG|800px|thumb|center|You may clone or add pages to your form]] | ||
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+ | === Step 3: Connect Your Form to a Service === | ||
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+ | [[File:Activity-Form-Configuration-5-53.PNG|800px|thumb|center|The Activity tab of the service related to the form must be configured]] | ||
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+ | [[File:Activity-Form-Configuration-4-53.PNG|800px|thumb|center|The service must be connected to a scenario entry]] | ||
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+ | [[File:Activity-Form-Configuration-2-53.PNG|800px|thumb|center|Verify your form is connected to the service by looking in the ''Used in ...'' tab]] | ||
Revision as of 00:09, 31 January 2019
<translate>= How to Configure Activity Forms = Activity forms are forms that agents interact with directly in Agent Desktop. They can be used for a wide variety of purposes; however, the main purpose of activity forms is to collect information during interactions. Activity forms are also used to collect and pass information to Activity History forms.
Prerequisites
Activity form fields can be mapped to custom fields for contact, company, and Activity History. In order to do this, you must configure these custom fields first. For more information, see the Contact Center Administrator Guide, section Custom Fields.
Procedure
Step 1: Configure an Activity Form in the Contact Center Administrator Application
Beginning in the Contact Center Administrator application, section Forms > Activity. Click the Add new form button, which launches the Form Builder application.
Step 2: Create Your Form in the Form Builder Application
In the Form Builder application,
When configuring your form, you may choose to map custom field values to your form fields. To do this, select the data field button. This will pop a window with the data fields you can map to a given form field.
When you are finished, click the Save button and you can will be prompted to name your form.
Step 2a: Add Pages to Your Form
Activity forms can be as detailed or concise as you need them to be. If the former is true, you can add pages to your form using the new page button. Adding pages will change the default page name if you have named it. That is, pages name will read "Page 2", "Page 3," and so forth, instead of "New Page".
Additionally, you may clone pages using the clone page button. Clicking this button creates a new page titled "Clone of <page name>" and all controls are copied from the cloning page.
Step 3: Connect Your Form to a Service
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