This form is displayed when you select Editor from the Scripts menu. It enables you to create, amend, and delete scripts.
It contains the following tabs:
MENU BAR & TOOLBAR:
| Icon | Menu | Keyboard shortcut | Description |
|---|---|---|---|
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File > New... | CTRL+N | Creates a new script, initially blank |
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File > Open... | CTRL+O | Opens an existing script for amending |
| File > Close | Closes the script | ||
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File > Save | CTRL+S | Saves the script to disk |
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File > Save As... | Saves the script after prompting for disk & folder/sub-folder location and filename | |
| File > Delete | Deletes the script | ||
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File > Properties | Displays basic information about the script file | |
| File > Transfer to another company | Copies the script header to a company in Autoline | ||
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File > Exit | CTRL+Q | Closes the script editor |
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Edit > Add | + | Adds a table |
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Edit > Amend | CTRL+E | Enables you to amend the script form represented by the selected line in the right-hand grid on the Forms tab |
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Edit > Delete | - | Deletes the selected line |
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Edit > Move up | Moves the highlight to the line above the selected line in the Form definitions grid | |
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Edit > Move down | Moves the highlight to the line below the selected line in the Form definitions grid | |
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Edit > Wizard mode | Toggles wizard on/off | |
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Build > Compile Script | CTRL+F7 | Saves and compiles the loaded script |
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Build > Execute Script | CTRL+F5 | Validates and runs the loaded script |
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Build > View Compile errors | Displays faults in the script that prevent it compiling | |
| Tools > Template editor... | Enables you to create, copy, amend, and delete templates | ||
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Tools > Custom lookup maintenance... | Add, amend, or remove the contents of lookup tables | |
| Tools > Backup | Stores a backup copy of the definition, overwriting any previous one | ||
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Tools > View definition file | Displays the file as lines of text | |
| Help > About Script Editor | Displays version information | ||
| Help > Context help | Displays this page |
GRID RIGHT-CLICK MENU:
Note: This applies to all grids on this form except the grid on the Call Duplication tab.
Add: Enables editing of a new blank record, represented by a newly inserted grid line
Amend: Enables editing of a record represented by the selected grid line
Delete: Deletes the record represented by the selected grid line
Exit: Closes the pop-up menu
Table: Sequential index number
Module: The Autoline module to which the table belongs
Name: Table identifier
Description: Normally derived from the module
Link path: The folder/directory path where the file is stored
Link Table: The table to be written to
Link Field 1: First field to be written to
Link Field 2: Second field to be written to
Link Field 3: Third field to be written to
Link Field 4: Fourth field to be written to
Open?: File open when script is launched
Tables GRID RIGHT-CLICK MENU:
Add: Enables editing of a new blank record
Amend: Enables you to select a table to associate with the grid line. A dialog box displays the following warning:
This action will tag any referenced fields from CM/DICTE that are not compatible with fields in CM/ATEST. Continue?
Delete: Deletes the table represented by the selected grid line
Exit: Closes the pop-up menu
Form Definitions:
Grid: Each line represents a form that constitutes a stage of the script
"..." Form Properties and Navigation Logic:
Note: The title of this group box is prefixed with the name of the form selected in the Form Definitions grid.
Default next form: The script form launched when the user selects the selected form's Next button
Forms Tab TOOLBAR:
| Icon | Action |
|---|---|
 Controls |
Enables you to set a script's control assignments |
 Fields |
Enables you to set a script's field-to-field assignments |
 Buttons |
Enables you to set a script's button assignments
See also: Assigning Content to a User-Defined Button Parameter |
 Edit Ctrls |
Enables you to edit custom control assignments. These include: |
 Exit Acts |
Enables you to define actions to be carried out on exit from the script. These can be unconditional or they can depend on IF statements you enter in an editor. You select the actions themselves from a wizard's series of menus. |
 Form |
Enables you to select a graphic for the script entry |
Form Definitions:
Each line represents a script entry
Form Definitions GRID RIGHT-CLICK MENU:
Add: Enables editing of a new blank script entry
Amend: Edit the selected script entry
Delete: Deletes the selected script entry
Exit: Closes the pop-up menu
IF / GOTO GRID:
IF: A condition that, depending on the outcome of the agent's selection on the script form, evaluates as either true or false. If true, it triggers the following GOTO.
GOTO Form: The script form that is actioned if the preceding IF condition evaluates to true
IF / GOTO GRID RIGHT-CLICK MENU:
Add: Enables editing of a new blank logic statement
Amend: Edit the selected logic statement
Delete: Deletes the selected logic statement
Exit: Closes the pop-up menu
GRID:
Button: Sequential index number
Button text: Text displayed on the button below the graphic
Type: The process type assigned to the button
GOTO Location: The action performed by the button
Picture: Graphic assigned to the button
Buttons GRID RIGHT-CLICK MENU:
Add: Enables you to program a graphic button on a script
Amend: Enables you to program a graphic button on a script
Delete: Deletes the button represented by the selected grid line
Exit: Closes the pop-up menu
User Defined Buttons:
User Defined Buttons: Enables you to program a graphic button on a script
Field Name: Identifies the derived field
Description: What kind of data the derived field contains
Type: The kind of data the derived field can contain
Size: If the derived field is alphanumeric, this is the maximum number of characters it can contain
Update: When the field is updated
Untitled: Not applicable
Derived Fields GRID RIGHT-CLICK MENU:
Add: Enables you to add a derived field to a script
Amend: Enables you to program a derived field on a script
Delete: Deletes the derived field represented by the selected grid line
Exit: Closes the pop-up menu
Untitled: Sequential index number
Reason: The contact reason
Contact?: Determines whether the contact is a code or group
Code: Determines whether the entry is about a code or group
Cost centre: The cost centre that relates to the cost
Origin: The origin of the contact
Strength: Contact strength
F/up Code: The code used to follow-up the contact
F/up Exec: The executive responsible for following-up the contact
F/up Date: Default follow-up date
F/up Time: Default follow-up time
Diary?: Y indicates that an entry is automatically placed in the diary of the executive responsible for following-up the contact
Contact Options GRID RIGHT-CLICK MENU:
Add: Enables you to add a contact option to a script
Amend: Updates an existing contact option in a script
Delete: Deletes the contact option represented by the selected grid line
Exit: Closes the pop-up menu
Note: Changing options on this tab does not require the script to be recompiled.
Script Prerequisites:
Company: If ticked, the script must be linked to a valid company within the Autoline system
Vehicle: If ticked, the script must be linked to a valid vehicle within the Autoline system
General Options:
Script usage: Select from:
Inbound calls: You can select a script to run when you receive an inbound call on the home page. The script you choose is likely to depend on the caller's needs.
Outbound calls: The script can be run when creating lists of outbound calls on the home page, and similarly when making a non-call list outbound call
Both: Both of the above apply
Popup casefile before running script?: Select from:
Y Always show: The associated case file is displayed whenever the script is run
N Never show: The associated case file is not displayed under any circumstances
1 Priority 1 calls: The associated case file is displayed whenever the script is run on a priority 1 call
2 to 9: The associated case file is displayed whenever the script is run for a call of the specified priority or a higher number priority (lower priority)
Description for inbound script buttons: Text to appear below the graphic of the user-defined button. (Otherwise the Script ID is displayed.)
Mandatory call back reason?: Select from:
Yes: A reason code must be entered to complete the call
No: You can complete the call without entering a reason code, but you can opt to enter one
Mandatory contact option?: Select from:
Yes: On call completion you can select a contact code and create a contact record
No: On call completion you canNOT create a contact record
Auto-allocate to preferred agent?: Select from:
Yes: Calls that you generate using the script are allocated to the user ID against the call centre cost centre on the selected target/customer record
No: Calls that you generate using the script are NOT allocated to the user ID against the call centre cost centre on the selected target/customer record
Expected script duration (mins): The number of minutes that the agent following the script is likely to take to completion, on average
Note: The grid contains entries from the Contact options tab. Changing values on this tab does not require the script to be recompiled. It has no right-click pop-up menu.
Ref: Sequential index number
Contact option: Enables you to decide on contact according to results of derived fields, etc.
Days before next contact allowed: After the call is made, the customer should not be contacted again before this number of days has elapsed
Adding a field to a script entry form's text
Assigning content to a user-defined button parameter
