Create a custom input field (Edify Console)

This article explains how to create a custom input field for collecting additional information during an active interaction. 

You can create custom fields through the Objects workspace in Edify Console.

Note that, once you’ve created a custom input field, the next step is to make it available to interactions in a queue. To do that, you’ll need to modify the custom fields container of the queue you want to use the custom input field with.

Steps

1. Log into Edify Console at console.edify.cx.

2. Navigate to Objects.

3. In the Objects list view, click Interactions.

4. Click the + Field button in the top-right corner of the screen.

5. Fill out the custom field form:

• Display Name: The human-readable name for the field.

• Name: The back-end name for the field used by Edify.

• Data Type: text

• Input Type: text

• Default Value (Optional): Any default text you want the field to hold. Leave blank for none.

6. Click the Create Field button in the bottom-right corner of the Create Field container.