Forte Checkout

The Forte Checkout field is used to process payments via Forte. This field does not store any sensitive credit card information in the database. All sensitive data is sent directly to Forte where they store it according to PCI standards and return to WorkXpress a token to use for later processing.

To use this field type you will need to signup for a Forte account for production keys and signup for a Forte sandbox account for development and testing keys. You will then have to create short text fields to store the keys in your application.

1. Click the to add a field in your form.
2. Choose “New Field”
3. Select the table you wish to add the field to. Most of the time, this will be the current table you are on, called the current context.
4. Select a field name and click “Choose Type”.
5. Choose “Forte Checkout” from the list of field types.
6. Use the Expression Builders provided to lookup the Forte Credentials for your Forte account.
7. You can continue adding fields or click the “Select” button to finish adding.

• Field Label
• Field Setting - Display Alternate Label (affects this form only)

• Column Span
• Row Span

• Tooltip
• Descriptive Text
• Display Alternate Descriptive Text (affects this form only)

• Forte Button Text
• Enable Swipe

• Forte API Login ID
• Forte Secure Transaction Key

Because credit card charges can be challenged by end users it is important that they agree to the terms and conditions of your application and its charges. Because the terms and conditions that the end user is agreeing to is a legally binding contract it is recommended that you draft your terms with the help of a lawyer. Without explicitly agreeing to the terms and conditions the end user could legitimately claim to have been unaware of and not in agreement with your terms causing your charges to be reversed. The term acceptance dialog will appear when an end user attempts to save a credit card field that contains new or modified credit card information. It is not possible for the end user to finish saving the form without agreeing to the terms.

Fig. 1: Exmaple Credit Card Terms Dialog

• Require Term Acceptance
• Term Acceptance Body
• Term Acceptance "I Accept" Text

In addition to storing the credit card data, Forte also stores and associated billing data with the customer record it creates. To set the values for the end user set up the following settings.

• Customer First Name
• Customer Last Name
• Customer Company
• Customer Billing Address
• Customer Email
• Customer Phone

When in a Build or Testing WorkXpress Application, the Forte Field won't actually charge your credit card. It accesses what Credit Card Processors call their “Sandbox”, where made up credit card numbers are valid for any amount of money, for testing purposes.

When in Build or Testing, you can use the following credentials to test:

• Credit Card Number: 4111 1111 1111 1111
• Expiration: 01 / Next Year (Any future month and year will work)
• CVV Code: 123 (any CVV code will work.

A Production WorkXpress will connect to the Credit Card Processors' production system, and will charge whatever card is entered; which must be valid.

In addition to storing customer credit card data, it is possible to configure the forte checkout field to process a payment at the time that it is saved without having to build Forte Enterprise Service Bus actions. If this option is used the field will only process one payment and subsequent saves will not cause it to charge the customer. This setting is best used for one time payment interactions with the end user.

Important Note: The amount value must be stored in the database prior the the Forte Checkout field being displayed on the screen.

• Transaction Amount

• Temporary Block Association
• Global Block Association

• Default Value

• Required

The Forte Checkout Field has up to 5 parts:

• Card Token
• Card Type (Valid Values: visa, mast, amex, dine, jcb, disc, and echeck)
• Forte Customer Token
• Card Last Four Digits
• Transaction ID (when the Transaction Amount Setting is used)

The Forte Checkout field has seven different output formats:

• Full Field - This output format returns the redacted card number.
• WX Stored Value - This output format returns the internally stored XML for the credit card Field. Use this format when saving the entire credit card from one Field to another credit card Field, or when setting a default value for a credit card Field. Whenever this format is used, the “Return results as” setting must be set to “HTML.”
• Card Token - this output format returns the card token
• Card Type - this output format returns the card type such as Visa or Mastercard
• Forte Customer Token - this output format returns the Forte Customer Token
• Card Last Four Digits - this output format returns the last 4 digits of the card number
• Transaction ID - this output format returns the Braintree Transaction ID when the field was configured to process a transaction

The Forte Checkout field can be filtered using the forte checkout filters.