Applies To
Call2Teams - Partners
Overview
We have two links to online forms which will capture the data required for the creation of templates that can then be made available in the Call2Teams portal.
Input from these forms will go into a manual queue for review and processing.
Template publishing is done periodically as part of a software deployment process so may take several days/weeks
Templates can be made private and the form will ask for the URL of the account where the form will be published. this means the account hierarchy must be created before the form submission
Many of the fields in the body of the form present a 'customer can edit' option. The options are defined below.
Yes
The field will be displayed with the entry supplied on the Template present in the field or may be blank
The customer can freely overtype the setting
Yes after unlocking
The field will be displayed with the entry supplied on the Template present (or may be blank) in the field but the field will be 'greyed' and a padlock symbol will show
The customer needs to click on the padlock before overtyping or changing the field contents
No (view only)
The field will be displayed with the entry supplied on the Template present in the field. The customer will not be able to change the values
Field hidden
The field will not be displayed to the customer and the value set in the field will be used.