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Script |
Enter a name for the script. |
Type |
Select the script type to limit the SmartScripts that display in particular applications. For example, the scripts that eService uses must be of type Instructions or Troubleshooting. |
First Page |
Select the first page to appear in the script. Alternatively, you can create a new first page from the Pick Page dialog box that appears. |
Save Session |
Select one of the following values:
- Always
The session record and answers are saved whether the script is completed normally or canceled.
- Finished
The session record and answers are saved only when the script is completed normally, and the agent clicks Finish. This is the default setting.
- Finished/Timeout Save
The session record and answers are saved when the script is completed normally and the agent clicks Finished or when the session times out.
- Never
The session record and answers for the script are never saved.
NOTE: Only answers to questions that are marked Save Answer Table are saved.
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Jumping Allowed |
Allows users to navigate in any order through the script using the SmartScript explorer or the Previous button. |
Business Component |
SmartScripts to be invoked from the Script button on the Account, Contact, or Opportunity screens must have this field set to one of those business components. When the Script button is selected, the SmartScript that has the BusComp value equal to the business component of the current applet invokes automatically. |
Description |
A description of the SmartScript. You can use this description to build indices of SmartScripts. |
Estimated duration |
Reference field for how long a script is expected to take to complete. |
Duration In |
Units for the estimated duration. |
Organization |
Specify the organization whose members have access to the script. |
On Cancel Go to View |
View to go to when the Cancel button is selected. |
On Finish Go to View |
View to go to when the Finish button is selected. If you define views in the GotoView method for the Script_Finish event, make sure that the event logic accommodates the view that you designate in this field. For example, the Script_Finish event might facilitate navigation to different views based on different conditions. If none of the conditions exist, then the event can facilitate navigation to the view that you designate in this field. If a conflict exists between the view that you designate in this field and the view that the Script_Finish event designates, the view that you designate in this field is in effect. |