Types of Controls

The intuitive editor interface allows you to create complex datasheets and scripts by dragging and dropping controls. Read about using controls in the Customizing Datasheets and Scripts section.

Data-Dependent Controls

Most of the controls must be used in conjunction with, for example, database fields. When editing controls that fully rely on fields, you can create new fields directly on the editing interface.

List of standalone controls you can use without fields: text, box, table, placeholder, browser, button, play, and email templates.

Controls Overview

Icon	Control	Description
	Text	Inserts formatted text. Used to display texts on the datasheet or script. (For example, instructions for the agents or script lines.)
	Text box	Enables agents to input information such as text, email address, or number. Can be used with text fields.
	Drop-down list	Enables users to choose a value from a list of a pre-defined set of options. Can be used with simple database fields.
	Radiogroup	Enables users to choose one of a predefined set of options. Can be used with simple database fields.
	Checkbox	Enables users to select more than one item from a list of a pre-defined set of options. Can be used with multiple-type database fields. Agents can multi-select values using the Ctrl or Shit keys.
	Date and time	Enables users to select a date and time. Can be time or date only, as well as time and date. You may adjust (increase or decrease) the agent-selected value in the settings.
	Browser	Gives users access to a predefined web page. Not to be confused with Agent Browser. See Embedding Websites.
	Email template	Displays active email templates. Enables agents to select an email template to be sent to the record if not triggered by a disposition.
	List	Enables users to select one or more items from a list of a pre-defined set of options.
	Combined choice	A control that consists of a text box and drop-down list.
	Matrix	Enables users to choose a value from a list of a pre-defined set of options.
	Button	Enables users to trigger a predefined task set up by pressing a virtual button. Must be used with JavaScript.
	Sound	Enables users to play a voice file during a phone call. Can be heard by the other party. Required format: wav. Work in call status only.
	Box	Used to contain and group different types of controls.
	Chart	Used to create multiple boxes to contain and group various types of controls.
	Placeholder	Used as a line break to divide groups of controls.
	VCC Live Pay	Allows agents to initialize one-off or recurring over-the-phone payments if VCC Live Pay is set up. This control is used to request and input card details to initiate payments.