This is an Enterprise + feature, contact sales@botdoc.io for more details. Create Custom Fields on the Dashboard for Internal use use only on Pull or Push requests.
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Owners/Admins can pull Custom Reports via the Teams Page “Teams Administrative Action's”Actions”
Sample View:
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Request Details Pave View:
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How Owners can set these fields as custom global fields for all users go to the Teams page and scroll down to Create Custom Push/Pull Fields. Click Add New
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Field Type = Owners can set the fields as Text, Number, Textarea Box, or Text with hidden characters for a password or email address (see field type samples below)
Is Field Required = If this box is checked, then each user of the team will not be able to send a request until this field is entered with information from the user. If unchecked then a user can send requests without entering any information into this field.
Request Type = Add a custom field to either the Pull or Push side of the dashboard.
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Field Can be Updated? = When viewing the field inside a Pull or Push request, having this enabled (checked) will allow the field’s information to be edited/updated if needed.
Enable field on P2/Conversations = Having this enabled will allow the fields you create to be shown in individual Conversations in the P2/Conversations portion of the product.
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Field Type SAMPLES = Owners can set the fields as Text, Number, Textarea Box, or Text with hidden characters for a password or email address. Fields can be set on Push or Pull.
TEXT
Dashboard View:
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Details Page View:
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TEXTAREA BOX It is used for entering basic values, such as a name, number, or short phrase. A text area is a larger box that allows you to enter multiple lines of text. ... In HTML, a text field is defined by an <input> tag with the type "text." A text area is defined by a <textarea> tag
Dashboard View:
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Details Page:
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TEXT WITH HIDDEN CHARACTERS FOR PASSWORD
Dashboard View:
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Details Page view:
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EMAIL ADDRESS - Add another email that may be associated with this customer/account
Dashboard View:
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Details Page View:
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To Disable, Edit, or Remove a custom field go to Create Custom Push/Pull Fields on your Teams Page and select the appropriate function.
Note: Owners can only Remove if a user has not placed value into this field, otherwise you will need to disable it.
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