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 Forms and Fields > Fields.
Click the green Create Field button.
In the pop-up box, select the field type. Each will require different information in order to be created. Required inputs are denoted by a red asterisk *:
Once each required input has been 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 to select more than one option and the number of options is less than five.
Use case Example: Short list of certifications.
Key Value-pair (single choice):
Only available for pre-call policies and only included in IVR call flow.
The call will not be connected without a successful entry of a numeric key.
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.
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
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
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
Text field (single line):
A short block for free-entry text.
Available on all forms and profile policies.
For entering text that is expected to be only a single line in length.
Use case Example: Full Name
