<Outcomes and Categories Report   How to navigate to this page>   Typical display>

Manage the properties of an individual business outcome.

Note: If this business outcome is used in any CallDirector script a warning dialog is displayed to indicate this.  If the business outcome is renamed or deleted then the scripts in which it is used also need to be changed accordingly.


General Tab

Unique identifier details.

Name - a unique name for the outcome;
Type - the type of outcome (i.e. Integer, Enumerated, String);
Predefined Validation Pattern - available for string types only.  A number of pre-defined validation patterns representing some of the more common types (e.g. money, date, card number, phone number, postal code);
Validation Pattern - available for string types only.  This is a standard regex (regular expression) pattern to be matched when entering a value associated with this outcome.  So for example an outcome of Username may have  a regular expression pattern of [a-z0-9_-]{3,16}$.  This ensures a user name of any lowercase letter (a-z), number (0-9), an underscore, or a hyphen.  The 3,16} makes sure that there are at least 3 of those characters, but no more than 16;
Validation Pattern Description - an error message displayed by CallGuide if the Business Outcome data does not match the validation pattern;
Make AdVisors collect a data value when this Outcome is selected - tick box to enable this feature.  If set then this is a required field in CallGuide and a value must be entered if this outcome is selected.

 


Categories Tab

Allows you to set which categories that this outcome belongs.

Available - a list of all available categories;
Selected - a list of all selected categories to which this outcome belongs;
Arrow Keys - use these to move the categories between Available and Selected.

 


Operations

From here you can:

Save - click the Save button to apply the changes.  If this is a new entry it will appear on the Outcomes/Categories report;
Delete - click the Delete button to remove the entry (user defined outcomes only).