Defining field properties

Different fields have different characteristics. These characteristics are defined in the Properties window. Regardless of the field, the Properties window displays the same three expanding/collapsing sections:

• Basic Attributes—Enter basic characteristics of the field, such as length and width.
• Help Text and Instructions—Enter text or instructions that are visible to the agent when a cursor hovers over the field.
• Permissions and Access—Set field permissions.

Drop-down fields display an additional section:

• Choices and Dependent Fields—Set the values that can be selected from the drop-down and also create dependent fields.

Multi-select fields display an additional section:

• Choices—Set the values that can be selected from the menu.

Definable field types are:

• Single-line Character
• Multi-line Character
• Integer
• Real Number
• Date
• Date Time
• Drop-down
• Multi-select
• Checkbox
• Web Site
• FTP File/Site
• Email Address