Manage Script: Forms

Manage Script: Forms

Info
Module : Maintain Scripts
Path: Company Data > Advertising > Maintain Scripts > Forms tab
Topic : Script Interaction Editor
Version(s) : Version 5.1 and up 
Editions : All Editions



What Are Scripts

Scripts are the rules setup for order entry, whether the order is entered into the system via order import or manually entered. Each script is tied to one or more DNIS that in turns ties the order to a ClientCampaign and Source.

Scripts have multiple parts, each with their own settings that have to be configured. Each tab within the Script Profile needs to be setup for optimal use.
  1. Details
  2. Subscripts
  3. Surveys
  4. Region/Taxes
  5. Prod Offers
  6. Element
  7. Dispositions
  8. Payment
  9. Shipping
  10. Custom
  11. Demographics
  12. Rules
  13. Forms

Connect The Dots

Where will I see this within OLX?

The settings provided here will set the limits during order creation, payment processing, and shipping.

What Reports Can Be Pulled?

  1. Customer Service Activity Report
  2. Item Status Report
  3. Product Offer List Report
  4. Demographics Report
  5. Performance Report
  6. Client Performance Report
  7. Adjusted Performance Report
  8. Data Warehouse Export
  9. Flattened Data Warehouse Export
  10. Data Entry Batch Detail Report
  11. Gross Sales Report
  12. Net Sales Report
  13. Continuity Retention Report
  14. Continuity Status Report

What Imports/Exports Relate to Scripts

Order Imports will supply a DNIS and tie the order to a script. During the import you may receive exceptions that do not allow the order to import if the settings are not within the parameter set on the script. 


Trouble Shooting

  1. The form is deleted but still showing and giving error

    1. You have to remove all "pointers" (navigation buttons and links) from the remaining forms before you can remove the form.
      1. You will have to create a ticket for a billable tier 3 request to have the pointers removed on backend.
  2. I need to remove and replace a subscript form

    1. Remember you have to have the subscript added before you can add the form for the subscript.
      1. You have to remove all "pointers" from forms before you can remove the form.
      2. The following steps will need to be taken in order:
        1. navigate to Company Data > Advertising > Maintain Scripts > edit script in question > Subscripts tab
        2. add new subscript
        3. remove old subscript
        4. save main script
        5. edit main script again 
        6. navigate to Forms tab
        7. add new subscript form
        8. apply
        9. adjust action buttons to point to new subscript form
        10. apply
        11. remove old subscript form
        12. save main script
        13. if any errors send list of scripts with errors encountered to OLX



Setting Up

Each attached form can be configured to do a variety of actions, depending on user-initiated events. This pop-up screen allows detailed configuration of how these actions are evaluated and carried out. 
Notes
Note: Script rules can not apply to script forms.
  1. Forms created via Campaigns > Advertising > Script Form are available in the Form drop down. Select the desired form from the Form drop down and click Attach Form button.

  2. To create a new form select Create New from the form drop down and then click Attach Form button.
    1. creating a new form will automatically pin the form to this script

NotesIf you are creating a new form the Form editor will display in a new popup. If you are attaching an existing form you will have to edit the form to see the Form editor popup.
  1. To import all forms from an existing script, select the script from the drop down and then click the Import button.

  2. Edit Interactions Only
    1. unchecked - click on form will allow to edit the formatting options of the form
    2. checked - clicking on form will only display popup to allow for editing of event interactions

  3. When you have a form attached, you will see the
    1. Pencil edit button,
      AlertIf editing a form for a subscript, you will only be able to edit the navigation (global) interactions. To edit the forms that belong to the subscript, you must navigate to the (sub)script and edit the form(s) there.
    2. Form Name,
    3. and if the form is pinned (pin icon will be displayed) to the script or not (pin icon will not be displayed).

    1. Warning
      If the form is pinned you will only edit the form on that specific script. If the form is not pinned and you make edits it will edit the form on other scripts that form is associated to. Keep in mind if that form is pinned it will not show edits
  4. Select a form from the Default Home drop down to set the Home button during the SIM order entry process.

  5. Select a form from the Default End drop down to set the End button during the SIM order entry process.

  6. The Global Events popup will display an additional popup listing the navigational buttons found on all forms during SIM order entry.

      1. The Global Events allows you to set new functions or add additional functions to each navigational button (shown on left) shown on all forms during SIM order entry.

  7. Preview button allows you to enter a simulation of the order entry process and step through each form created. You can navigate the action buttons to make sure setup is correct before agents start using during live order entry.

  8. Hide Home Navigation Button will keep the Home button from being displayed during SIM order entry.

  9. Attach forms from Subscripts will display the forms from the scripts attached on the Subscript tab.

  10. Right Side drop down is a selection of global elements that will display as a split screen view on the order entry screen.

  11. Percent of screen allotted to Right Side split screen view on the order entry screen.

    1. 33% is a good place to start with if you are unsure of size.


Form Editor 

The Form Editor will automatically display:

  1. Fill in the Form Name field at the top left of the screen.
    1. Form names must be unique for all forms.
    2. It is recommended to name forms in such a way that you know what actions are taking place in the form.
    3. This helps when edits or trouble shooting is needed.
  2. Next select a client if the form being created will be client specific.
    1. If using in a generic setting across all scripts in the system leave set to None.
  3. Width is how wide the form will display to the agent during order entry
    1. you can select
      1. percent
      2. pixels
    2. If the width is 100% the form will always take up the entire screen horizontally with no scroll bars regardless of the elements inside the form. If it’s questionable whether the form will fit into the screen based on the contents you should set the width to be pixels and make sure it encompasses all the elements in the form.
  4. Height is how high the form will display to the agent during order entry
    1. you can select
      1. percent
      2. pixels
    2. If the height is 100% the form will always take up the entire screen vertically with no scroll bars regardless of the elements inside the form. If it’s questionable whether the form will fit into the screen based on the contents you should set the height to be pixels and make sure it encompasses all the elements in the form.
  5. All the way to the top right is the  Pin Form To Script button.
    1. pinned will prevent the form being edited on other scripts where it is used.
      1. essentially you are making a copy of the form that is specific to this script only
    2. unpinned will allow the form to be edited on all scripts
  6. Back to the left menu below Form Name and Client is the Tree View - design space. This is where the visual aspect of the form is designed.
    1. The parts of the form are outlined here with open and close controls 
      1. Form
        1. Header - top section of form
          1. element
          2. Note: The Add/Edit Column window for the header and footer differ slightly from regular columns, in that you cannot edit the name and you are setting a height in pixels instead of a width. You can also set a border size in pixels (the border color will always be black) and a background color of the entire header/footer. Once you change the height to a value greater than zero and save you will be able to see the header/footer outlined in a red dotted border at the top or bottom of your form.
        2. Col# - the divided space in the middle of the form between the Header and Footer
          1. element - the information displayed within the column
            1. items - pre-configured buttons added within the element.
          2. Note: You can delete a column as long as it is not the only column for the form (excluding the header and footer) by opening the Add/Edit Column window and clicking the Delete button, or by right clicking on the column and selecting ‘Delete Column’.
          3. The column name will be defaulted to a generic name, however you can modify to be more specific.
          4.  Set the width of the column in percent or pixels. If the width is 100% the column will always take up the entire form horizontally, with no scroll bars regardless of the elements inside the column. If it’s questionable whether the elements will fit into the column based on you should set the width to be pixels and make sure it encompasses all the elements in the column.
          5. Set a border size in pixels (the border color will always be black)
          6. Set a background color for the entire column.
          7. Click the save button to save your changes, they will be reflected in the preview pane. Each column is surrounded by a red dotted border in the preview window (unless you have specified a border width, then it will be a solid black border). The red dotted border will not be rendered in the order screen, it’s just to give a visualization of where the columns are
        3. Footer - bottom section of form
    2. You can add additional columns and elements to the form from this view pane
    3. Right clicking on branches will allow you to:
      1. Add Element - This opens the Add/Edit Element screen

      2. Edit Column - allows you to set the display parameters (same as double clicking the branch, see below)
        1. Double clicking on a branch will allow you to set the display parameters
          1. Column Name
          2. Height in pixels -
          3. Border Width in pixels
          4. Background Color
      3. Delete Column - removes the column from the form

  7. The middle pane is the workspace. This is where function is configured for the visual elements.
  8. Far right pane is the Custom Fields
    1.  - Custom fields created for this form and then added to an element.
    2.  - Global custom fields that can be used across all forms and then added to an element.
    3. this is not associated to the Custom tab on the Maintain Script > edit script
      1. this will not show on the custom fields displayed on the order
      2. this will not save on backend tables
    4. You can create form specific custom fields, to capture and display additional information. To add a custom field you can click on the Add Custom Field button or right click the ‘Custom Field’ node and select ‘Add’. To edit a custom field you can double click the custom field node or right click the custom field node and select ‘Edit’.
    5. Enter a name for the custom field and select the Field Type. There are different options based on the type of custom field type you want to create.
    6. If you decide to want to use this custom field in other forms, check the "Global box" and the field will appear in other forms.
    7. When selecting Alpha/Date/Numeric types you have the option to enter minimum and maximum values, along with a regular expression evaluation. (Note: This is an advanced feature, if you do not have experience with regular expressions, it’s best to leave it blank).
    8. When selecting a Boolean field, you have the option of rendering it as a checkbox, or a radio button. If rendering as a checkbox you can enter a label that will appear before the checkbox. If rendering as a radio button, you can enter the labels for the true and false values.
    9. When selecting a button field, you can enter a label which will appear as the text on the button itself.
    10. When selecting a list Field Type, you can also select the way you want the field rendered including a checkbox list; drop down list and radio button list. You also need to enter the values that will appear in the list and the display order. 
      1. Click the save button once you have entered values into all required fields; and the custom field will appear in the custom field tree. The field will now be available to add to an element. Note: If you save a custom field as a global field, it will not appear in the tree; but will be available to add to an element.
      2. You can delete a custom field by opening the Add/Edit Custom Field window and clicking the Delete button, or by right clicking on the custom field and selecting ‘Delete’.
  9. The last row contains configurable event buttons. A single click on any of the buttons will open the configurator and allow you to set the desired actions.
    1. Init (Initialize) - the first event that occurs when the form is displayed.
    2. Timer - background feature behaves as an alarm for each form to raise an event that can be customized with action(s)
    3. Home form
    4. Previous form
    5. Next form
    6. End form


  10. You can preview the created form by clicking on the Preview button all the way to the bottom right


Add Element



  1. Element Name - This is a required field
    1. Name will be defaulted to a generic name, however you can modify to be more specific.
    2. Elements display on the form alphabetically.
  2. Column - This is the divided space in the middle of the form between the Header and Footer.
    1. By clicking on the drop down you can move the element to a new section.
  3.  Product Offer - is not used and will be removed from screen soon
  4. Width - How much space within the column will the Element utilize.
    1. Percent
    2. Pixels
  5. Choose an Element Template
    1. If you have created global elements (more information below) you can select them in this screen. Once you choose the global element from the drop-down list, you can click the insert element template button, and all of the information from the global element will be (copied) populated in the body of this element. You can make any changes desired, without modifying the existing global element. Any changes will only be specific to the element you are adding/editing.
  6. Insert Template - displays a copy of the element selected from the element template drop-down
  7. Border Width - thickness of border in pixels
  8. Background - select the color for the background of the element
  9. Pos-X - is not used and will be removed from screen soon
  10. Pos-Y - this is the order the element will show relative to other elements in the same column.
  11. Type - is not used and will be removed from screen soon
  12. Properties - this box will display available properties for the button/field selected that are able to be configured from the Element popup. Event driven interactive settings are configured outside the Element popup. See Interactive Settings below.
    1. The view of this box will adjust based on the button/field selected
  13. Products - you can search for product offers to create a button with the offer name as the label on the element and quantity set. 
    1. search bar will display any product setup in system - is not filtered based off products added to script
      1. you will need to add offer to script if you select an offer not already assigned to script
    2. This sets action to Set Offer Attributes - any other actions will need to be set manually
      1. Product Offer - set  when adding button to element
      2. Rush = Do Nothing
      3. Quantity - adjustable when adding button to element
      4. Selected Only? - unchecked
  14. Actions
    1. Action Button - adds a button with no preset configurations.
        1. Label
          1. this displays to the agents
          2. example: 
        2. Type
          1. Button

          2. Checkbox

          3. Radiobutton (group 1-15)
            1. groups relate buttons together (only one item can be selected)
        3. Action
          1. User Defined 
            1. You will have to assign/set interactive settings for the button.
          2. Go Home (form)
          3. Previous (form)
          4. Next (form)
          5. Go End (form)
    2. Collapsible Content - This inserts a two-section text field with a Title and Body. Title will display on screen for agents and will expand when clicked on. Will collapse when Title is clicked on a second time.
    3. Go Previous Button - adds a preconfigured button to navigate to the previous form.
    4. Go Home Button - adds a preconfigured button to navigate to the home form.
    5. Go to End Button - adds a preconfigured button to navigate to the end form.
    6. Go Next Button - adds a preconfigured button to navigate to the next form.
    7. Linked Field
      1. Does not save in database.
      2. You will have to assign/set interactive settings using an action button (navigation or preconfigured action button from element setup).
  15. Call/Order Fields - these are hardcoded buttons and fields found on classic order entry.
    1. You cannot edit these buttons. 
    2. If you want to create custom fields to be used across many different forms, you can create global custom fields. These differ from form specific custom fields, in that they can be attached to any form. Navigate to Campaign > SIM Custom Fields
    3.  - OLX fields that can be added to an element which displays static information.
    4.  - OLX fields that can be added to an element to capture/view order information.

      Label - Pre-Configured display only labelInput - text box that sets information to be displayed when Label is usedPre-Configured ButtonAction of Pre-Configured Button
      AgentFirstBillAndShipSameCheckCopyBillToShipButton
      AgentLast

      ProcessButton
      CallStartDate
      ProductsTable
      CallStartTime
      SubmitButton
      Campaign
      ScheduleCallbackbutton

      DNIS
      WrapUpBlock
      EmployeeName


      EmployeeNumber


      OrderTotal


      ShipTotal


      SubTotal


      TaxTotal


      WebOrderNumber


      AccountNumberAccountNumber

      AgeAge

      BankCityBankCity

      BankNameBankName

      BankStateBankState

      BillAddress1BillAddress1

      BillAddress2BillAddress2

      BillAddressBlockBillAddressBlock

      BillCityBillCity

      BillCountryBillCountry

      BillFirstNameBillFirstName

      BillLastNameBillLastName

      BillMiddleInitialBillMiddleInitial

      BillPhoneNumberBillPhoneNumber

      BillPMPhoneNumberBillPMPhoneNumber

      BillStateBillState

      BillZipCodeBillZipCode

      BirthDateBirthDate

      CallDispostionCallDispostion

      CallTypeCallType

      CCExpDateCCExpDate

      CCNumCCNum

      CheckNumberCheckNumber

      CompanyNameCompanyName

      CustDemoNotesBlockCustDemoNotesBlock

      Custom1-5 fieldsCustom1-5 fields

      CVV2CVV2

      DebitDebit

      EmailAddressEmailAddress

      ExternalOrderNumberExternalOrderNumber

      GenderGender

      LocationLocation

      NoSolicitNoSolicit

      NotesNotes

      PackingSlipCommentsPackingSlipComments

      PayMethodPayMethod

      PayReferenceNoPayReferenceNo

      PhoneExtensionPhoneExtension

      PromoCodePromoCode

      RoutingNumberRoutingNumber

      SavingsSavings

      ShipAddressShipAddress

      ShipAddress2ShipAddress2

      ShipAddressBlockShipAddressBlock

      ShipCityShipCity

      ShipCompanyNameShipCompanyName

      ShipCountryShipCountry

      ShipFirstNameShipFirstName

      ShipLastNameShipLastName

      ShipMethodBlockShipMethodBlock

      ShipMiddleInititalShipMiddleInitital

      ShipPhoneNumberShipPhoneNumber

      ShipPMPhoneNumberShipPhoneNumber

      VoicePrintIDVoicePrintID

      WarehouseCommentsWarehouseComments


  16. Work Space - This is the section the agents will see during order entry. 
  17. Format Tools - Enter the body of the Element. You can alter the way the body looks by using the various tools located on the format toolbar.
  18. View
    1. Design - this is WYSIWYG screen editor
    2. HTML - you can use HTML to design the form.
    3. Preview - you can preview the form to see how it will display to agents during a live call.
  19. Wrap Up Buttons
    1. To save the changes click the Save button . This will close the Form popup and take you back to the Script Form tab.
    2. To apply the current changes you have made click the Apply button . This will not close the Form popup but will save edits made.
    3. To cancel any of the current changes you have made click the Cancel button .
      1. This will close the window without saving any changes.
    4. To print the current window click the Print button .
    5. To delete the selection, click the Delete button .
      1. This will prompt you to make sure you want to delete this item.

      2. Clicking OK will delete the element and close the window.


Field Validation Options

Clicking on an "input" field will display Field Validation Options.

Alert
Selected validations must be saved on the form and the script must be saved before Preview will trigger validations selected.

  1. Required
    1. unchecked - any value to include null (empty) will be accepted to move away from form during order entry
    2. checked - null value in field will trigger error during order entry and agent will not be able to move away from the form (back, home, end, and next button will be disabled)
      1. trying to navigate away from form will display an error popup
      2. Hovering over the field highlighted in yellow will display what validation the system is expecting to be resolved

  2. Validate Length
    1. unchecked - any value to include null (empty) will be accepted to move away from form during order entry
    2. checked
      1. Min - the least number of characters that are expected in this field
      2. Max - the largest number of characters that are expected in this field
      3. trying to navigate away from form will display an error popup
      4. Hovering over the field highlighted in yellow will display what validation the system is expecting to be resolved

  3. Number Range
    1. unchecked - any value to include null (empty) will be accepted to move away from form during order entry
    2. checked
      1. Min - the lowest numerical value that is expected in this field
      2. Max - the largest numerical value that is expected in this field
      3. trying to navigate away from form will display an error popup

      4. Hovering over the field highlighted in yellow will display what validation the system is expecting to be resolved

  4. Regex Pattern
    1. unchecked - any value to include null (empty) will be accepted to move away from form during order entry
    2. checked
      1. Regex Pattern
      2. Regex Help Text
      3. trying to navigate away from form will display an error popup

      4. Hovering over the field highlighted in yellow will display what validation the system is expecting to be resolved
    Idea
    You can find many free tools online to help with regex pattern matching
    * To save the changes click the Save button .
    * To cancel any of the current changes you have made click the Cancel button .


    Interactive Settings

    Once you save the element from above, you will find yourself back on the Form view.

    Clicking on a user defined button created in the element will display the interactive settings:


    Click on Add New Action to configure the action button.
    1. Set the Action Name - it is recommended to state the action being taken
    2. IF this step is conditional, click Add Condition button
      1. set if this will be joined with AND or OR
      2. select condition
        1. Condition Group
        2. Product Offer Selection
        3. Product Offer Max Quantity
        4. Product Offer Min Quantity
        5. Minimum Customer Age
        6. Order Total Exceeds
        7. Order Total Under
        8. Payment Method Selection
        9. Ship Profile Selection
        10. Item Type Selection
        11. Billing Address Match
        12. Shipping Address Match
        13. Gender
        14. Notes
        15. Credit Card Number
        16. Email Address
        17. Phone Number
        18. Unconditional
        19. Credit Card BIN Range
        20. Credit Card BIN File
        21. Expired Timer
        22. Product Ordered Before
        23. Bill/Ship Address Match
        24. DNIS Match
        25. Event Argument Matches
        26. Field Matches
        27. Banned Address Script Rule
        28. Required Fee
    3. Set the Action
      1. Stop on this action
        1. Checked
        2. Unchecked
      2. Delete Action button
      3. Action Drop Down
        1. Select Offers
        2. Clear Offers
        3. Show Offers
        4. Hide Offers
        5. Go To Form
        6. Submit Call/Order
        7. Set Disposition
        8. Show Message
        9. Set Custom Value
        10. Go to Previous Form
        11. Go To Default Home Form
        12. Go To Default End Form
        13. Set Timeout
        14. Open URL 
        15. Go To Next Form
        16. Set Offer Attributes
        17. Set Payment Processing Account
        18. Run Server Code
        19. Go To Subscript Home Form
        20. Replace Offer (if selected)
        21. Set Element Visibility
    4. Click Close to save changes and exit popup




    * To save the current script  click the  Save button .
    * To cancel any of the current changes you have made  click the  Cancel button .
          This will close the Script Properties window without saving any changes.
    * To apply the current changes you have made  click the Apply button .
    * To print the current Script Properties window click the Print button .
    * To delete the current script click the Delete button .
          This will prompt you to make sure you want to delete this item.

    Clicking OK will delete the script and close the Script Properties window.

    Notes
    YOU CANNOT DELETE WHEN YOU ARE TRYING TO ADD A NEW SCRIPT. 

    Script Interaction Editor
    Copyright 2019
    Revised 4.22.2025


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