Add Dynamic Form

To add a form, click on the Add Form button from the Dynamic Forms module.

Sagicc will take you to the dynamic form creation form, where you will need to enter the following required information:

• Name: The name of the form.

• Description: The description or objective of the form.

• Additional Configuration:

  • Require Observations: Specify whether the form should mark the Observations field as required when saving a task.

  • Require Next Task: Specify whether the form should mark the Next Task field as required when saving a task.

After entering the form information, you can start adding dynamic fields. Clicking on Add Field will display an additional form to enter the following information for a new field:

• Label: This is the label that the agent will see associated with the field. For example, "Date of Enrollment".

• Description: This is the description of the field. For example, "Date of customer enrollment with the company".

• Field Type: This is the type of field that will be displayed on the form. It defines the visual appearance and validation rules of the field. For example, "Field for selecting dates". (Find a detailed description of each of the available field types in the next section).

• Default Value: This is the value that the field will contain by default when the form is viewed. If it is not edited at the time of the task, this value will be part of the task information.

• Required Field: Indicates whether the field should be marked as required or mandatory within the form. Agents will not be able to save a task without entering the required fields of the form.

After adding all the necessary fields for the dynamic form, verify that the information is correct and that they are in the correct order. You can reorder fields by dragging and dropping each one into the correct position. Additionally, you can remove a specific field by clicking Delete.

Verify the information entered for both the form and fields, and click Save to add the new dynamic form. If the process was completed successfully, Sagicc will take you back to the Dynamic Forms module, where you can see the newly added form in the list.

Dynamic Field Types

The following are the different types of dynamic fields available for task dynamic forms in Sagicc:

List for selecting one or multiple options

When adding a field of type List to select an option or type List to select multiple options, a section will be displayed in the form to add each of the options that the field will have.

• Click on the Add Option icon to add a new option to the field.

• Click on the Remove Option icon ⛔ to remove one of the options from the field.

• Enable the “Add Other option” checkbox so that the field automatically displays the “Other” option, allowing users to enter an alternative option.

• The options of the field will be displayed in the default order entered, but you can select Sort Alphabetically to display them in that order.

You can add all the options necessary for the field.

Linked List for selecting options

When adding a field of type Linked List to select options, a section will be displayed in the form to add each of the options that the field will have. In a linked list, each of the options can have sub-levels of options and these, in turn, can have sub-levels. Linked lists can have multiple levels and sub-levels of options.

• Click on the Add Option icon to add a new option to the field.

• Click on the Add Sublevel icon to add a new sub-level of options.

• Click on the Remove Sublevel icon to remove a specific sub-level of an option.

• Click on the Remove Option icon ⛔ to remove one of the options from any of the levels of the field.

• The options of the field will be displayed in the default order entered, but you can select Sort Alphabetically to display them in that order.

Assign form to campaign

Once a dynamic form has been configured, you can associate it with one or more campaigns so that users with the agent role can manage the tasks using the new form. Go to the Campaigns module, search for the campaign to which you want to assign the form, and click on Edit.

In the Campaign section, look for the new form in the Forms field. Select it and click on Save. From that moment on, all the tickets of the campaign will have the dynamic form assigned for task management.