Custom fields are created by admins and can be reused across the Boostlingo platform in different policies. This article covers creating a field and explains each field type.
Create a custom field
As an LSC administrator:
Navigate to Configuration>Company>Customize>Custom Forms and Fields>Fields.
Select Create Field.
In the pop-up, select the field type. Each type asks for different information; required inputs are marked with a red asterisk.
Complete the required inputs and select Create Field.
Once created, your field can be added to Pre-call, Appointment, Appointment: Training, Interpreter Profile, Requester Profile, and Account Profile policies.
Field types
Checkboxes — Select any number of options. Best when more than one option may apply and there are fewer than five options. Example: a short list of certifications. Available on all forms and profile policies.
Key Value Pair (single choice) — Only available for pre-call policies and only included in the IVR call flow. The call won’t connect without a successful numeric key entry, so it’s mainly used for added security and tracking on IVR calls. The key must be numeric; values can include text. Example: agent ID (key) and agent name (value).
Radio Buttons — Select only one option. Best when there’s a single selection and fewer than five options. Example: shirt size. Available on all forms and profile policies.
Select List (multiple choices) — Select multiple answers; matching options appear as the user types. Best when more than one option may apply and there are five or more options. Example: a large list of certifications. Available on all forms and profile policies.
Select List (single choice) — Select one answer; matching options appear as the user types. Best for a single selection among five or more options. Example: choosing a department from a long list. Available on all forms and profile policies.
Text Field (multi-line) — A large block for free-entry text expected to run more than one line. Example: an “About me” section. Available on all forms and profile policies.
Text Field (single line) — A short block for free-entry text expected to be one line. Example: full name. Available on all forms and profile policies.
Next steps / Getting more help
For LSC admins: if a field you created isn’t available to add to a policy, confirm you completed all required inputs, then reach out to Boostlingo Support with the field name. If you’re unsure how to reach Support, contact your Account Manager.