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Creating a custom Field & Field Types Explained

Custom fields are fields created by admins that can be used across the Boostlingo platform in different policies. Here is a video walking through how to create a custom field as well as descriptions of what each field type looks like with written descriptions and pictures below: 

Creating a Custom Field:

  • Navigate to Configuration > Company > Customize > Custom Fields and Forms > Fields

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  • Click the green create field button.
  • In the popup box, ​select the type of field to use. Each will require different information in-order to be created. Required fields are denoted by a red asterisk * 

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  • Once each required field is completed click the blue create field button. Now your field can be added to Pre-call, Appointment, Appointment: Training, Interpreter Profile, Requester Profile, and Account Profile policies! 

Descriptions of each type of field: 

Check Boxes:

  • Users can select any number of options. 
  • Available on all forms and profile policies.
  • Best for use when there may be reason for more than one option to be selected and the number of options is less than five. 
    • Use-case Example: Short list of certifications.

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Key Value-pair (single choice):

  • Only available for pre-call policies and only included in IVR call flow.
  • Without a successful entry of a numeric key, the call cannot be placed. 
  • Primarily used as an added layer of security & tracking when placing IVR calls
    • Use-case Example: agent ID (key) & agent name (value)
  • Key entered can only support numeric data though values can include text. 
  • For more in-depth descriptions of Key Value-pairs see this support article

Radio Buttons:

  • Only one can be selected.
  • Available on all forms and profile policies 
  • Best for use when there can only be one selection and the number of options is less than five. 
    • Use-case Example: Shirt size. 

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Select List (multiple choices):

  • Multiple answers can be selected. 
  • When the user starts typing an entry the matching options will appear for selection.
  • Available on all forms and profile policies. 
  • Best for use when there may be reason for more than one option to be selected and the number of options is five or greater. 
    • Use-case Example: Large list of certifications

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Select list (single choice):

  • One answer can be selected
  • When the user starts typing an entry the matching options will appear for selection.
  • Available on all forms and profile policies
  • Best for use when there can only be one selection and the number of options is five or more.
    • Use-case Example: Selecting your department from a long list of options

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Text field (multi-line)

  • A large block for free-entry text. 
  • Available on all forms and profile policies. 
  • For entering any text that is expected to be more than one line in length. 
    • Use-case Example: About me section

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Text field (single line) 

  • A short block for free-entry text. 
  • Available on all forms and profile policies. 
  • For entering any text that is expected to be only a single line in length. 
    • Use-case Example: Full Name

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