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How to Add a New Custom Field in a Contact Form

Updated on : September 21, 2022

To add a new contact custom field, follow the given steps:

  1. Go to the Contact Fields module.
  2. Click the Add Contact Field button on the right.
Add Contact Field
Add Contact Field

Consider the following while creating a new custom field.

  • Field Type – You can create a contact field (Custom field) using the following custom field types.
    • Textbox (single line)
    • Textbox (multi-line)
    • Checkbox
    • Yes or No
    • Date
    • Date Time
    • Numeric
    • Decimal
    • Dropdown (single-select)
    • Dropdown (multi-select)
    • Regex
    • URL
  • Label for Agent Portal – This is the name of the field that appears in the contact form in the agent portal.
  • API Name – You can specify an API name for the custom field. By providing the API name to a specific field, you can fetch or update the corresponding data.
  • Note Message – Specifies an information text for the field.
  • Note Message Display – Displays the note message below the field or as an info icon near the field.
  • Below field – The note message is shown below the created field.
  • As an Info near the field – The info icon has been added near the field, when you hover over the info icon, the note message appears as a tooltip.
Field Configurations Page
Field Configurations Page

Field Display Condition

By using the field display condition, you can show a field only when the specified conditions are met. To know how to configure field display condition, please refer to this article.

Field Configuration – Agent Portal

Specifies the field visibility and mandatory status for the custom field.

  • By checking or unchecking the Agent can edit option, you can control the field’s visibility. If it’s unchecked, the custom field will only appear as a read-only field on the edit contact form.
  • You can make a field mandatory when submitting the form.

Note: If the Agent can edit is unchecked, you cannot make a custom field mandatory.

Agent Can Edit Checkbox
Agent Can Edit Checkbox

Dropdown Option Value

The option values for the dropdown type custom field can be added as strings here. If there are multiple values, use a comma to separate them. The following are supported.

  • Options values can be renamed or deleted.
  • After an option value is deleted, it cannot be restored.
  • Options value can be dragged and dropped for sorting. You can also sort in alphabetic order.
  • A default value for the dropdown option can be set, such that its value can be filled by default, when a form is loaded in the agent/customer portal.

Note: You also configure field dependency for the dropdown or multiselect fields. Please see this article to learn how to set up field dependency.

Dropdown Option Values
Dropdown Option Values
Dropdown Option Values Set as Default
Dropdown Option Values Set as Default

Permission for adding a new custom field

To add a new custom field, you should enable the Manage fields and forms permission.

Manage Fields and Forms Permission
Manage Fields and Forms Permission

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