Custom Fields in P2/Conversations
- Cody Thomas
This is an Enterprise + feature. Contact sales@botdoc.io for more details. Create Custom Fields for “Internal use only” in individual containers in P2/Conversations.
This is an extension of the Custom Fields on the Dashboard (for P1) and will be set up on your My Team page if you have the setting enabled for your team.
These are INTERNAL ONLY fields that recipients will never see on their Conversation pages. Owners of a Team can set these fields as required or not required for users. Owners can set Globally for all users.
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
Once you click Add New you will see the required fields to set this feature for all users in P2/Conversations. The requirements to be used in P2/Conversations are:
Field Name = Name of the field that will show on the Conversation
Field Type = Owners can set the fields as Text, Number, Textarea Box, or Text with hidden characters for a password or email address. (NOTE: Text field is used for very small amounts of text and Textarea Box should be used for larger amounts of text)
The “Enable field on P2/Conversations” needs to be checked.
EX:
You will also have the option to make the field a required field as well as make it updateable/editable by checking the “Field Required” and/or “Field can be Updated” options.
Once you have the Name, Description, Field Type, and desired options enabled you can click “Save Field” and it will be shown on your My Team page:
Once the custom field is enabled for the P2/Conversations they will be accessible when starting new Conversations and when inside an existing Conversation (including automated flows).
When starting a New Conversations:
After you have clicked on “Create New Conversation”, the Fields will be accessible on the center tab next to the Participant tab
If you have a required field, you will be prompted with a small warning on that page indicating that there is a required field.
Once your Participant has been set, and your fields filled to your needs, you can send the new conversation.
Inside an existing Conversation (including automated flows):
Once a new Conversation has been created, either via sending a New Conversation OR via an Automated flow, your custom fields will be shown on the right-hand sidebar with the rest of the Conversation information as shown below:
From there, you will see all the available custom fields. If you have them set to be updated/edited you will also do that there as well.
To Disable, Edit, or Remove a custom field, go to Create Custom Push/Pull Fields on your Teams Page and select the appropriate function.