Creating a Web Form Configuration

See Also

Permissions Required

Business Administration - To manage the institution's business components. This Permission enables you to perform all tasks in Business Administrator and Desktop Client.

- OR -

System Administration - To perform all tasks from Desktop Client and Administrator modules.

When you create and use a new Configuration, the Configuration ID is used to resolve the Contact.

If the Contact that is resolved based on the Configuration ID is set as the Contact in an Interaction, the incoming Web Form email message is threaded to the Interaction based on Contact Properties specified in the Configuration.

Example  

You create a Web Form Configuration by selecting the Name, Contact priority, and Phone Contact Properties. When an email message is received, it is threaded to the relevant Interaction based on these selected Contact Properties.

To use the new Configuration to resolve a Contact, you need to include its associated Configuration ID in the Web Form.

Example  

You create a configuration that is assigned the Configuration ID 123. When this Configuration is used in code in the Web Form, Contacts who submit the Web Form to the system will be identified based on the details of the Contact Properties used in the Configuration.

To Create a New Web Form Configuration

1.  Expand the Media node in the Navigation pane.

2.  In the Web Form node of the Navigation pane, click Configurations.

The Web Form Configurations page is displayed in the Results pane.

3.  Click the New button. The New Configuration page is displayed.

4.  In the Properties area, click to set a Property for the Matching Property 1 field. The Select Property Web Page dialog box is displayed. Select a Contact Property that will be used to resolve the Contact.

5.  If you want to specify a combination of matching Properties, specify additional Contact Properties in the Matching Property 2, and Matching Property 3 fields. You cannot specify the same Contact Property in multiple Matching Property fields.

6.  Click OK. The Web Form Configurations page is displayed with details of the new Configuration. Details of the selected Contact Properties are displayed in the Matching Option columns.

Note 

•   The following types of Contact Properties are not displayed in the Select Property Web Page dialog box:

◦   Protected Properties

◦   Properties of a Recordlist Tab

◦   Invisible Properties

◦   Related Object Properties

◦   Linked Properties

•   Sample Web Forms are located in the \\Samples\Web folder of the installation kit. For more information, see About Web Form Configurations and Contact Resolution.