Mandatory fields in custom form

[rajendra781]

How to make Mandatory fields in custom form before agents hangup the call

[mflorell]

You have to make a custom programmed form to be able to do that. All of our attempts to make this function work have failed on the agent end, since agents would just close their web browsers and log back in if they didn't want to fill out the fields.

[williamconley]

How to make Mandatory fields in custom form before agents hangup the call

Your challenge is to determine what you intend to do if they skip the field. It's not legal to have their chair shock them, and it's not viable to refuse to submit the page (which loses the data! kinda the opposite of the goal here). So, your page refuses to submit, the agent closes his browser, the data is lost and your custom code was pointless.

I could envision a solution where it's handled in multiple stages:
# Turn required fields red as they are skipped
# If an agent submits with fields still missing: the vicidial agent page should refuse to allow them to "resume" and force them to a custom page where they fill in the missing information. A manager override would then be necessary to get them past this block (or filling in the information, of course).

Another method would be to generate an email to a manager upon locating an entry with required fields missing (no code changes for Vicidial here, external app!).

[Acidshock]

Sorry to rehash an old topic but has anyone accomplished making the agent interface not allow them to resume if the form isn't submitted or filled out? If so any examples or direction on where to mimic this functionality? I have a use case for forcing the agent to submit something before they move to the next call.

[mflorell]

We've created custom scripts for clients to do this, where they could only set a call as a sale if specific fields were filled out, but for other calls they were not required. Our tests at doing this within the framework of VICIdial natively all failed badly, with those clients seeing large numbers of agents closing their web browsers to avoid filling in forms. The problem is always defining when you want all fields to be filled in and what exceptions there are, and that is very difficult to program within a flexible framework GUI.