Define form status options

You can add and configure two optional status fields in the form footer to provide additional information to aid data collection Group of back-office Contributions from one or more employees connected to a single customer or account captured by DPA. Collections are used for analyzing and improving back-office efficiency and quality.. When you design a form, the status values are chosen from a predefined list. During form fill-out, the user can select the values from a drop-down list.

Form status captions are customized per system in the Caption Editor, and cannot be defined during the form design stage. However, the status and values can be defined in the Form Designer by users with the corresponding right.

For example, you can create a Discussion status, with a list of values such as to be discussed with the manager, to be discussed with the head of department, and so on.

Procedure 

1. In the toolbar of the Form List window, click Shared Data. The Shared Data Manager dialog box appears.

2. Click the Status tab.

   In the left pane, the status fields are displayed with the captions that were customized for your system.

3. Select a caption and edit its data in the right pane.

4. In the Status section, select one of the following options:

   • Not Active: The status does not appear in the form

   • Active: The status appears in the form

5. To add values to the status:

   1. In the table, click Add or Delete to add or delete a row in the table.

   2. Click the Caption field and enter the value.

   3. Each status value can have its own status. Click the Status field, and select one of the following from the list:

      • UnderConstruction: Status values can be added and deleted.

      • Published: The status cannot be deleted, but values can be added. The status can only change from Published to Hidden.

      • Hidden: The set status is not available for new forms Tool used in the Interaction and Analytics application to evaluate employee performance, and to assess the interactions from the customer’s perspective., but is still used in old forms.

6. Do one of the following:

   • Click OK to save the data.

     The changes are saved, the Shared Data Manager dialog box closes, and you return to the Form List.

   • Click Cancel to restore the last saved data.