After you have Added a New Order Form and finished Entering the Basic Information, you are ready to begin creating and configuring the options that will be provided to clients for selection on the form.Options Options can be anything that pertains to an order such as selecting the type :
- Type of document (i.e. brochure, catalogue, flyer, etc.)
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- Type of work being ordered (i.e. translation, revision, proofreading, etc.)
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- Type of product
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- Any other set of options that pertain to what the client is able to order in regards to services.
Initially, the user options section will appear as shown below:
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The purpose of user option configuration is to ensure that when the client fills out the form and submits an order, everything is automated to make this process easier. When the user selection selects an option everything may be preconfigured pre-configured based on that option including:
- Word Counting
- Resource Assignment
- Project Creation
- Invoice Creation
- Manager Assignment
- Workflow, etc...
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Once an option has been configured, the next option will essentially be a copy of the previous user option. For additonal options, you only need to change certain configuration items such as the workflow, resource group, manager, etc. |
Getting Started
An option is readily available for configuration and may be used to get started. Once you enter a name for the option, it will appear on the tab currently titled New Option, as shown below:
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Once more than one option has been added to the form, you will also have the ability to change its position and remove it when needed:
Basic Information
The first step for creating a user option is to configure it's basic information. This includes entering a Name, Description, and Help Message.
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