フォームビルダーの起動方法

フォームビルダーアプリケーションは、原則としてコンタクトセンター管理者アプリケーションから起動されます。フォームは、コンタクトセンター管理者アプリケーションでシステムに追加されない限り、編集およびカスタマイズできません。

フォームは、コンタクトセンターに追加またはインポートされます。

How to Add a Form

To add a new form, follow these steps:

In the Contact Center Administrator application, navigate to Configuration > Forms.
Contact Center Administrator > Configuration > Forms
Select the type of form you wish to create (e.g., Activity,Contact, Case, Augmentation).
Forms > Activity
At the bottom of the screen, click + to add a new form.
Click "+" to add a new form
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:

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

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

Upload form
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:

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

Contact Center Administrator > Case & Contact Management > Forms
Select the form that you want to edit from the list.
Click the Edit button.
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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