These options require the user to be on one live call prior to selecting transfer.
This document explains the options for performing a warm transfer.
A warm transfer is used when there are currently 2 other parties on the line and the user wishes to connect them and drop off the call.
When the warm transfer is selected, the system will take the current 2 calls and transfer them together. The call will be automatically removed from the first user, no disposition selection is required.
Component Type Displays the type of this component.
Label Enter the text to be displayed for the field.
Font Size Set the size of the label.
Height Sets the height of the component in the panel. This value can be entered as a % or in pixels (px)
Width Sets the width of the component in the panel. This value can be entered as a % or in pixels (px)
Padding Sets the padding around the button. This value can be entered as a % or in pixels (px)
Margin Sets the margins around the inside of the component. The margin can be broken down into 4 sections separated by a space. Each section can be entered as a % or in pixels (px). The 4 sections are the margins for: Top, Right, Bottom, Left.
Condition If the condition returns true, then the component will be visible to the user. If condition returns false, then the component will be hidden to the user. If there is no condition specified, the component will always be displayed.
Transfer Type Select Warm transfer from the dropdown list.
Disposition Select which disposition to be used for the transferred call from the dropdown list.
Event Name The text entered in this field will be saved into the Event History when the transfer button is pressed. This information can be seen when viewing the history of this workitem.
Set Variables On Success Click on the ‘+’ to add the data of the fields selected to save in the database for reporting purposes if the action is successful.
On Success Select from the dropdown list what should be done if the action is successful.
Set Variables On Error Click on the ‘+’ to add the data of the fields selected to save in the database for reporting purposes if the action fails.
On Error Select from the dropdown list what should be done if the action fails.
Save Select save to save the changes made and continue editing.
Save & Close Select save & close to save the changes made and close the survey.
Close Select close to cancel the changes made and close the survey.
When selecting a component that has been placed in a panel, there are 3 icons in the top right corner:
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.