The script editor is a powerful and intuitive feature of the element creation process, containing all the functionality required to define the content of the script output, as viewed by the end user.
The procedure to compose element text using the CRM script editor is as follows:
- Prerequisite procedural steps are covered separately in the topics To define the attributes of an information element, To define the attributes of a user question element, or To define the attributes of a script question element. Depending on the element type selected - Information Text, User Question or Script Question - refer to the corresponding topic before proceeding to step 2.
- Click on Launch Script Editor. The Script Editor window is displayed.
- Enter the body text of the script that is required for the element.
- Insert place holders - also referred to as merge tags - into the body text where personalised data is to appear (e.g. an address, a salutation, a date reference, etc.). A list of possible tags relevant to the entity type linked to the CRM script definition are displayed in the left-hand pane. Expand the relevant entity headings and double-click on the correct tag or type the name into the Search Tags field to display all possible matches
1.
- Click on Confirm and Save 2.
Note
1 A pseudo (friendly) name is shown in the list of available tags. Once selected, the physical database field name is shown in the body text.
2 The appearance of the text captured within the script editor is controlled separately by the CRM Script Element Presentation Configuration settings.
See related topics...
CRM script maintenance overview
To define the attributes of an information element
To define the attributes of a user question element
To define the attributes of a script question element
To define the appearance of a CRM script
