A Text field is used when the data entered into the field will contain descriptions, names, places, events, or any alphanumeric value.
- Field: Enter the field’s name.
- Group (optional): Select a field group. (Click here for setup).
- Type: There are four choices for Text fields: Text box, Text area, link, and email. The difference between the two text options is the format size of the text box. Use Text box for text fields that will not require much explanation and Text area when longer descriptions are needed. The Link option will allow you to add a link that users can click and open up a webpage while the email creates a link that will automatically launch the user's email client.
- Enforce a pattern (optional): You can enforce a specific set of Numbers and/or letters that can be entered as a value in this field. eg: NPS-NXX phone number or Zip code. (Click here for setup).
- Character limit (optional): Limit the number of characters available for entered text. You would want to limit the characters to force users to only enter information that is essential. Simply enter a number in the corresponding Character Limit box to limit the characters for a text field.
- Security: Choose the permissions for Staff, Agent, and Customer users.
