Adding a Script

Scripting is an automated method for performing selective data entry in fields that may be scattered on various panels in a particular data layout of a contact record.

Each script is designed for a specific data layout and can only be used with the data layout for which it is designed. You can use a mix of predefined fields and user entered data values. In versions 6.20 and higher you can add a new contact record using a script. Previously it could only be used to update data in an existing contact record.

Scripts are usually created in advance by the System Administrator and saved for the convenient use of all. However, it is not necessary that Scripts be designed by a System Administrator. Any user who has a need to automate a process of completing several steps in a task could benefit from creating a Script, especially if the tasks involve data entry into a particular data layout in a contact record.

If the Scripting programs are needed to add a new contact record (ActionWare versions 6.20 and later) than the System Administrator will have to do a onetime setup to make that feature accessible in using Scripts.

To create a new Script you will need to access the Scripting Menu:

Other Options (O) and Scripting menu (S)

Key:	What happens:
O	Other Options
S	Opens the Scripting menu which allows you to create new or maintain existing Scripts

The screen looks like this:

Work with Scripts
Type options, press Enter.   2=Edit 3=Copy 4=Delete 5=Display 6=Print pages 7=Rename   9=Print flowchart
Opt	Script Name	Script Description	Layout	Status
__
__
__
	F3=Exit	F6=Add		F12=Cancel

To add a new Script

Key:	Options:	What happens:
F6	Add	The add a Script prompt appears at the bottom of the screen

The prompt looks like this:

Script Name _________	Data Layout for Script __
Description ________________________________
F3=Exit	F12=Cancel

Prompt:	What happens:
Script	8 character prompt used to define the Script Name
Data Layout	1 character prompt used to define data layout for this particular Script
Description	35 character prompt used to describe this particular Script

Press Enter, and another prompt appears so that you can add the 1st page of your new Script

The prompt looks like this:

Script XXXXXXX
Add next page ___
F3=Exit	F12=Cancel

Prompt:	What happens:
Add next page	2 character prompt used to define the Page ID in the Script, default is AA. (next page would than be BB, CC, DD, etc. You can choose whatever Page ID you desire or stay with the defaults.

Press Enter, and the Script Maintenance screen appears.

The screen looks like this:

Script Maintenance

Script Name: XXXXXXXX (example only)

Page Number AA

Description: Sample Script for Customer Survey, Address, Phone Number review.

Fields to display on top of screen: COM CON AD1 CIT STA ZIP TL1 F4 for Fields

Enter the options, value/field to update and page to branch:

Opt

Value

FLD

Pg

Opt

Value

FLD

Pg

F3=Exit F4=Prompt F12=Cancel F15=Long Fields

Page AA, Fields to display on top of screen: COM CON AD1 CIT STA ZIP TL1 F4 for Fields

This prompt allows you to define which of fields you might wish to appear at the top of the screen for the user when the Script is run (active, being used). The defaults are:

Field ID:	What happens:
COM	Company name data is displayed
CON	Contact name data is displayed
AD1	Address line 1 data is displayed
CIT	City data is displayed
STA	State data is displayed
ZIP	Zip Code data is displayed
TL1	Telephone line #1 data is displayed