On selecting the Contract option from the Form Type drop-down menu, you are presented with a screen showing existing Forms and an option to “Add ”. There are certain naming conventions that have been adopted and which trigger fixed functionality within SupportDesk. These are listed in the Contract Form Naming Conventions below:
|Contract Form Naming Conventions|
|Contract||Will be used by default for contract maintenance unless other Type specific Forms are in place.|
Clicking on “Add ” you are shown the Form Design window. An explanation of this is shown below:As each Field is dragged from the Field Chooser, the Form is shown in the Form Preview screen underneath. Data shown in this view may not be valid and will only be resolved when the Form is in use.
The Details Tab of the Form allows entry of a Form Description and a URL that an Anonymous user will be taken to after using the Form and instruction that the Form be used when displaying the data. The WebGuest re-display option allows another Form to be specified when a ticket created with this form is viewed by a WebGuest.
The Styles Tab allows direct editing of the Styles controlling the look of the Form. After editing or adding new style information the user must select “Refresh” to see the working Form. This is where the Form can be edited to reflect any corporate styling that may be in place such as colours or font.
Another useful feature that can be applied in the Styles tab is the setting of the field prompt. By default the prompt will be taken as the field name but it is advisable to have short/reportable/meaningful field names and then use the prompt modification to set the prompt. The example below shows the syntax of the script block that can be put at the end of the styles section. It shows the reference to the field number (eg. F10033) and then how the prompt text is set.
document.getElementById(‘F10033_prompt’).innerHTML=’Who is the Booking For:’
document.getElementById(‘F10030_prompt’).innerHTML=’What Date is the Meeting:’
document.getElementById(‘F10031_prompt’).innerHTML=’What Time is the Meeting:’
document.getElementById(‘F10032_prompt’).innerHTML=’IT Equipment you need:’
document.getElementById(‘F10038_prompt’).innerHTML=’Where is the training:’
document.getElementById(‘F10048_prompt’).innerHTML=’What Date is the training:’
document.getElementById(‘F10050_prompt’).innerHTML=’What Time is the training:’
document.getElementById(‘F10053_prompt’).innerHTML=’How many laptops are required:’
document.getElementById(‘F10074_prompt’).innerHTML=’Contact details for External traininer:’
The Settings Tab allows the user to override the underlying dictionary settings on the fields in respect to the attributes shown. The general Override option must be ticked before any item becomes active.
If the Export to HTML option is used the screen will show the html and a display of the Form. The HTML can be directly edited but to see these reflected in the Form the Refresh must be clicked.
Contract Forms are created in a similar way to the Call Forms with the appropriate Form fields being shown in the field chooser.
With both of these types of Forms the dictionary field “Type” can play an important role. By matching the Form name to the Type of Contract, the Forms can be built specifically. In the example Contract: Type shown below we see that we are specifying that we have two Contract Types, “Annual” and “Call Contract”.
By creating Contract Forms with names that match these Types and using the Contract Type selector on the Contract maintenance screen the creation of specific contracts becomes much more efficient.