Description
Script XML

Opening of the script code

<flow>
<nodes>
Present documents
Present documents in different file formats to your participant and discuss them together.
<node id="Present_documents" type="File">
<name>Present documents</name>
<attachments>
<attachment fileCode="doc01" attach="true"/>
</attachments>
</node>
Fill in forms
Define forms that you wish to complete together with your participant.
<node id="Fill_in_forms" type="Form">
<name>Fill in forms</name>
<title>Details about the customer</title>
<text>Complete the following</text>
<fields>
<field name="company name" text="Company name" />
<field name="birth names" text="First name" />
<field name="family name" text="Last name" />
</fields>
</node>
Make Choices
The choice function provides flexibility during your online meeting.
<node id="Make_choices" type="Choice">
<name>Make choices</name>
<title>I can show you the following</title>
<text>Make a choice:</text>
<options>
<option value="Presentation"><text>Give a presentation.</text><goto>Node1</goto></option>
<option value="Screen"><text>Share my screen.</text><goto>Node2</goto></option>
<option value="Form"><text>Fill in a form.</text><goto>Node3</goto></option>
<option value="Offer"><text>The customer signs.</text><goto>Node4</goto></option>
</options>
</node>
Share your screen
Simply show anything on your screen, like a live tariff calculator, while your participant is watching.
<node id="Share_your_screen" type="ScreenShare">
<name>Share your screen</name>
</node>
Upload documents
You and your participant can upload files during the online meeting.
<node id="Upload_documents" type="Upload">
<name>Upload documents</name>
<uploads>
<upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="false" />
</uploads>
</node>
Download documents
You and your participant can download documents during the online meeting.





<node id="Download_documents" type="Download">
<name>Download_documents</name>
<title>The title of the node</title>
<text>Subtitle</text>
<attachments>
<attachment templateCode="doc02" />
</attachments>
</node>
Autogenerate and send emails 
Generate and send emails including meeting summaries, contracts or meeting invitations.
<node id="Autogenerate_and_send_emails" type="Email">
<name>Autogenerate and send emails</name>
<templateCode>email01</templateCode>
</node>
Sign documents 
Have contracts or order forms signed during your online meeting.
<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
<sign fileCode="testdoc"> <position left="105" top="180"/></sign>
</signs>
</node>
Html & embed iframes 
Embed external content such as videos, ads or much more into your online meeting.
<node id="Html_and_embed_iframes" type="Template">
<name>Html and embed iframes</name>
<templateCode>template001</templateCode>
</node>
Present videos
Present videos during your online meeting.
<node id="Present_videos" type="Template">
<name>Present videos</name>
<templateCode>template001</templateCode>
</node>
Present photos 
Present photos during your online meeting.
<node id="Present_photos" type="File">
<name>Present photos</name>
<attachments>
<attachment fileCode="doc01" attach="true"/>
</attachments>
</node>

Closing of the script code
</nodes>
</flow>



In this overview you will see the text for creating reports or autogenerated documents. For more details click on the respective feature.

Description
Example-text
Autogenerate documents 
Automatically generate PDFs out of filled in forms.

Hello [flow:birth name] [flow:family name],

thank you for today´s online conversation. You have ordered [flow:amount of packages] software packages.

With kind regards, [user:Full Name]
Create reports 
Automatically create reports of each meeting. This can be a summary of the completed forms, discussed contracts or anything else.
Hello [flow:birth name] [flow:family name],

thank you for today´s online conversation.

You have ordered [flow:amount of packages] software packages.

With kind regards, [user:Full Name]
Autogenerate and send emails 
Generate and send emails including meeting summaries, contracts or meeting invitations.

Hello [flow:birth name] [flow:family name],

It was a pleasure meeting you online and I look forward to our contact in the future.
 

With kind regards, [user:Full Name]



Advanced code snippets:


2. Invisible

    Nodes can be made invisible for the client (use visible="false")

<node id="Present_documents" type="File" visible="false">


2. Goto

    Each node can end with a goto field. Here the name of the node is mentioned where to jump to afterwards. <goto>node006</goto> 

    If there is no goto step the script will automatically jump to the next node.


3. Actions

    Optionally a node can have actions:

  • An alert (pop up notification)

<actions>   

<action type="Alert" trigger="Next" fireOnce="true" text="Are you sure?" />

</actions>

  • Explanation of the command in alerts :
    • FireOnce=true: A user can visit this node multiple time, but the action is executed once
    • Trigger=Load: The action is performed when loading the node
    • Trigger=Next: The action is performed when stepping to the next node.
  • An email is sent out

<actions>

   <action type="Mail" trigger="Load" fireOnce="true" text="The user completes the form!"   email="john@yourcompany.com" />

</actions>


Tip watch: Video: Create your own Script (basic) to create your first own script.