SIM - Action Button Types

SIM - Action Button Types

Module: SIM
Path: Campaign > Advertising > Maintain Scripts > Forms tab
Topic: Edit Element 
Version(s):  5.1 & up
Editions: Commerce and Call Center

Action Button Types

Action buttons allow you to configure specific events/actions to trigger based off conditions met or unconditional. Action buttons also allow you to integrate custom plugins into your forms.

Button

This is a simple action button. This does not give a visual display of having been selected (checkbox) nor does it connect data points (radio groups). You must use the interactive settings to code for all actions that will take place when clicking on the Button. There is no limit to how many buttons can be used at once within the form. Each button is its own entity.

Checkbox

Checkboxes give a visual display of having been selected. There is no limit to how many checkboxes can be checked at once within the form. Data points are not connected as with radio groups. Each checkbox is its own entity.

Radio Group

There are 15 groups available for use. Each number is an independent grouping of data. Only one option can be selected for each group within the form (not element). You can have as many of the 1-15 groups on any given form. Radio Groups can be used, mixed and matched between elements, but the form will recognize each group number collectively.



For example, we could use groups for offers and options for each offer. We could then set specific actions depending on the answer given for a specific group:
  1. group 1 - offer1
    1. options - only one can be selected
      1. single
      2. recurring
      3. bundle
    2. action
      1. if group1 = single THEN select offers
      2. if group1 = recurring THEN go to form 
      3. if group1 = bundle THEN set element visibility
  2. group 2 - bundle options
    1. options - only one can be selected
      1. bundle 1
      2. bundle 2
      3. bundle 3
    2. action
      1. if group2 = bundle 1 THEN select offers
      2. if group2 = bundle 2 THEN go to form 
      3. if group2 = bundle 3 THEN set element visibility

Element > Design tab

Action Buttons are added to a form via element design:
  1. Edit the element within the form
  2. on the left menu click on Action
  3. Set the
    1. label - this is the name of the action button that will display on the form
      Alert
      use caution with special characters - see below for more info
    2. type - category of action button that determines how the action button can function
      1. Button - this allows you to set interactive actions
      2. Checkbox - this allows you to use multiple data points independently and to set interactive actions
      3. Radio Group - this allows you to use multiple data points collectively and to set interactive actions
    1. Action - this is the behavior of the action button
      1. User Defined - this allows you to set interactive actions
      2. Go Home - this will automatically navigate agent to the default Home form
      3. Previous - this will navigate agent to the previous form on the record list
      4. Next - this will navigate agent to the next form on the record list
      5. Go End - this will automatically navigate agent to the default End form
  4. click Update
  5. Save the Element

Element > HTML tab

When you add an action button via Element > Design code will populate on HTML tab as follows:
  1. <span data-label="yes">
    1. <
      1. input type="radio" this is the type of button selected
      2. data-event="04c" this is a hashed value
      3. data-settings="eyJ" this is a hashed value
      4. value="LabelOFradio" this is the label set for the selected action button type
        Warning
        see below for using special characters in value field
      5. onclick="doEvalViewerEvent();" this is telling the system that when the button is clicked to evaluate events/actions associated
      6. class="btn btn-default" this is telling the system what class to look at for additional coding
      7. name="radio1_{scriptformid}_{elementid}" 
    2. >LabelOFradio
  2. </span>
Special Characters in Value
  • value doesn't like and will cause error
    • commas ,
    • apostrophes ' 
    • quotations " "
    • backward slash \
    • asterisk *
    • dollar sign $
    • caret ^
    • ampersand &
    • vertical bar |
  • value will accept
    • question mark ?
    • dash -
    • equal =
    • underscore _
    • parenthesis ( )
    • forward slash /
    • exclamation !
    • at sign @
    • pound #
    • percent %
    • backtick `
    • tilde ~
    • colon :
    • semicolon ;
If you are comfortable with HTML coding, you are welcome to make edits on this tab. If you are not comfortable with coding in HTML it is recommended to leave this code as the system sets unless directed otherwise.

Setting Interactive Actions

  1. From the form, click on the action button to display the interactive settings popup:
  2. Click on Add New Action
  3. this displays the interactive settings 

  4. Set the Action Name
  5. Add Condition
  6. Set the Condition
  7. Save - save changes and close popup
    1. Cancel - closes popup with no changes made
    2. Delete - removes condition
  8. When all conditions are set you can move on to Action.
  9. Close the popup after setting the action(s)
  10. Save the form
  11. Save the script

Using Action Button Types with SIM Plugin

If you have a custom SIM plugin, you will need to create the Action Button Types with the steps above following the instructions from the programmer. All fields must match exactly as the programmer details in their instructions for the plugin to work correctly.
  1. Save the element
  2. Save the form
  3. Save the script
Any additional steps required will be given to you in the ticket handling the custom SIM plugin request.

Copyright 2025
Revised 5.30.2025

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