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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Contact Processes - Decision Answer Sorting
Posted: 10 Sep 09 6:55 AM
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Hi All,
I am currently in the middle of designing a rather large contact process. However, there is one thing that is currently bugging the hell out of me.
If I place a "Decision - Question" item on the process, I can then have multiple lines of enquiry resulting from this question.
For example... Q) Do you wish to continue with this call? A1) Yes. A2) No, close the process. A3) No, but organise a call-back.
However, the Architect does not seem to want to let me change the order in which the answers appear. In the client they appear as...
Q) Do you wish to continue with this call? A2) No, close the process. A1) Yes. A3) No, but organise a call-back.
... which is does not come in the natural order that human beings expect. Our click-happy users "will" make mistakes here.
The responses seem to appear in the order in which they branch from the question mark in the process designer. Unfortunately, I cannot find a way of reorganising the order in which the branches appear, and therefore the order in which the responses appear on screen to the user.
Has anyone had any luck with this, this, abomination of a clunky interface?
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Re: Contact Processes - Decision Answer Sorting
Posted: 10 Sep 09 8:00 AM
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I figured it out! Yay!
I couldn't find it anywhere in the documentation, but when designing a process, click the item after the "Question" that you want to reorder and use the "page up" and "page down" buttons. This will place the item either at the top or the bottom of available outcomes. Unfortunately, I haven't found a way of moving the item up or down one level at a time, but with a bit of juggling you can indeed change the order of the resulting decisions.
Cheers  |
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