Skip to main content

CRM Field Options

in CRM Fields
Authors list
Published: Oct 8, 2021|Last updated: Oct 18, 2021

Some field options are available for all fields and some for specific field types:

Universal Field Options Copy link to Universal Field Options to clipboard

  • Description - Text entered here will show under the field title on your form. This allows you to build exposition and guidance into your forms for Users and Agents.

  • Reference Alias - When referencing fields in reports and via the API by default you will need to use their ID number. If you provide an alias though you can use this instead of the ID.

  • User Validation - Specify whether this field is a required field for a User.

  • Agent Validation - Specify whether this field is a required field for an Agent.

Field Specific Options Copy link to Field Specific Options to clipboard

Single-Line textCopy link to Single-Line text to clipboard

  • Default Value - You can provide a default string for the field.

  • Make Links Clickable - Specify whether links should be active or displayed as text.

NumberCopy link to Number to clipboard

  • Valid Range - Specify an numberical range that the field will accept.

Multi-Line TextCopy link to Multi-Line Text to clipboard

  • Default Value - You can provide a default string for the field.

  • Make Links Clickable - Specify whether links should be active or displayed as text.

Select fieldCopy link to Select field to clipboard

  • Display Style - Choose from Select box, Multiple-select box, Radio buttons and checkboxes (you can read more about these in our Field Types Guide.

  • Options - Specify the options that should be available to select in your select field.

  • Default Value - Specify one of the options you have defined as the default for the field.

Toggle (on/off)Copy link to Toggle (on/off) to clipboard

  • Enabled Display Label - The label to be displayed next to the field when it is toggled on.

  • Disabled Display Label - The label to be displayed next to the field when it is toggled off.

DateCopy link to Date to clipboard

  • Default Value - Set a default date (either a specific date or use the time the User or Agent view the field).

  • Valid Weekdays - Specify which weekdays the field can accept.

  • Calendar - Choose whether to use the Gregorian Calendar or the Arabic (Hijri) calendar.

  • Valid Dates - Specify the date ranges that the field can accept.

Date and TimeCopy link to Date and Time to clipboard

  • Default Value - Set a default date (either a specific date or use the time the User or Agent view the field).

  • Valid Weekdays - Specify which weekdays the field can accept.

  • Calendar - Choose whether to use the Gregorian Calendar or the Arabic (Hijri) calendar.

  • Valid Dates - Specify the date ranges that the field can accept.

HiddenCopy link to Hidden to clipboard

  • Cookie Variable - Add a cookie variable to populate the field.

URLCopy link to URL to clipboard

  • Enable Links to Files or Network Shares - Allow links to specific file locations.

CurrencyCopy link to Currency to clipboard

  • Currency - Specify the type of currency the field will be displayed in.

FileCopy link to File to clipboard

  • Maximum Files - Specify if the field will accept single files or multiple uploads.

  • Maximum User Upload Size - Maximum file size Users can add.

  • User Validation - Specify the file types Users can add.

  • Maximum Agent Upload Size - Maximum file size Agents can add.

  • User Validation - Specify the file types Agents can add.

HelpfulUnhelpful
next pageCRM Fields on Ticket Forms
previous pageCRM Field Types

Please log in or register to submit a comment.