Form Template
Written by B3Networks Academy
Updated at November 14th, 2024
-
OSS/BSS Answers
Access Control Admin Audit B3Network Master Account Channel App Contract App Customer App Discount App Edge Server File Management Finance App Invoice App Number Management Payment Portal Settings Price List Product App Release V2 SMS Gateway Supplier App Support Center Support Hub Business Hub Sales Hub
- App Model - Organization Management
- App Model - Communication Apps Answers
- License Model - Organization Management
-
License Model - CPaaS Solution Answers
Phone System - Admin Guide Phone System - End-user Guide Mobile App Desktop App Web Phone Auto Attendant - Admin Guide Developer Hub - Admin Guide Microsoft Teams Operator Connect - Admin Guide Microsoft Teams Direct Routing - Admin Guide Contact Center - Supervisor Guide Contact Center - Agent Guide Omni-Channel SIP Trunk CPaaS - SIP Trunk Power SIP Trunk CPaaS Fax Contact Dashboard Campaign File Explorer
- Telcoflow
- Integrations Answers
- Updated Regulations
- Ideas Portal
In the Form Template, you can configure multiple options for customers to answer, which will be recorded in the Form details.
In order to create a Form Template, follow the steps below:
- Go to Phone System > view: System
- Go to Form Template
-
Support filter by:
- Popup (default)
- Survey
- Inbox
- Inbox SLA
-
Support search by:
- Template UUID
- Template Name
- Click on the Create button to create the Form Template
- User fills in Template Name
- User can choose type:
- Popup
- Survey
- Inbox
- Inbox SLA
- User can add maximum 10 questions per template
- Support 5 types of questions:
- Option
- Text
- Multiline Text
- Integer Number
- Decimal Number
- User can Drag questions to change the order.
- User can Delete question.
- User can Duplicate question.
- If clicking Close, show a popup to double confirm if users want to clear their settings:
- If clicking Save as Draft, save it to the main table with Publish column = unticked
- If clicking Publish, show a popup to inform users that once the version is published, it cannot be edited anymore
For Draft Template:
- User can view details (view templates):
- User can Edit template questions:
- User can Discard Edit
- If clicking Close, show a popup to double confirm if users want to discard their changes on this draft version:
- If clicking Delete Draft, show a popup to double confirm if users want to delete the draft version completely:
- If clicking Save Draft, save all changes that have been made to the draft version.
- If clicking Publish, show a popup to inform users that once the version is published, it cannot be edited anymore:
