external webform link

[nysander]

Hello

Is it possible with vicidial to open in webform as iframe or some other way webform from my own application which does not have any API to make connection with vicidial and use its data

for my needs it is sufficient to agent fill data in form during call and end it during DISPO for ending filling of data.

[Rudolfmdlt]

Hi Nysander,

In short "yes", but you would have to give us a bit more information or maybe an example.

Have look under camping detail settings, see webform and webform2 + "get call launch", all under detail campaing settings.

Start there, and once that works we can look at an iframe.

.
Rudolf

[nysander]

I have my vicidial on:

http://192.xxx.xxx.xxx/

and my erp system with sale form on:

https://example.com/erp/newsale

and I wanted to have above link under form button or in form tab on agents screen.

[Rudolfmdlt]

Hi,

Does your erp take arguments? This way you can prefill and populate some of the fields.

Anyway, just put https://example.com/erp/newsale in the Webform button, and when and agent qaulifies a lead they can jus tclick the button and it will open a new tab on your erp website?

Regards,

Rudolf

[nysander]

problem is that atm it does not take arguments. I will be good to have such feature but for now it is not possible. Do arguments link need to be in some default vicidial pattern or vicidial can prepare link in any pattern?

[Rudolfmdlt]

Hi Nysander,

You don't have to put any arguments in. Can you maybe upload a screen shot of what you are doing - this should be very easy, so I'm sure we are missing something obvious here?

You just put "http://url.to,your.site/yourpage" and when you click the button it should open it.

Web Form - This is where you can set the custom web page that will be opened when the user clicks on the WEB FORM button. To customize the query string after the web form, simply begin the web form with VAR and then the URL that you want to use, replacing the variables with the variable names that you want to use --A--phone_number--B-- just like in the SCRIPTS tab section. If you want to use custom fields in a web form address, you need to add &CF_uses_custom_fields=Y as part of your URL.

Web Form Target- This is where you can set the custom web page frame that the web form will be opened in when the user clicks on the WEB FORM button. Default is _blank.

Regards,

Rudolf

[williamconley]

1) Modify Campaign (Detail view). Put https://example.com/erp/newsale in "Web Form" or
2) Modify Campaign (Detail view). Put https://example.com/erp/newsale in "Web Form Two" (be sure to activate web form two's button on the agent screen, read the manual) or
3) Create a Script and put <iframe src="https://example.com/erp/newsale" style="background-color:transparent;" scrolling="auto" frameborder="0" allowtransparency="true" id="popupFrame" name="popupFrame" width="--A--script_width--B--" height="--A--script_height--B--" STYLE="z-index:17"></iframe>

Then you can decide if you want to open this automatically at the start of a call (using the campaign "get call launch" setting) or allow the agent to click on Web Form or the Script Tab at the opportune moment.

Happy Hunting

[nysander]

option 3 seems to be something I was thinking about

thank you William again for help and suggestions

[Rudolfmdlt]

Thanks William! That summarises it perfectly!

Rudolf