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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 conjuction 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, email templates.

Controls Overview

Icon Control Description
icon1 Text Inserts formatted text. Used to display texts on the datasheet or script. (For example, instructions for the agents or script lines.)
icon1 Text box Enables agents to input information such as text, email address, or number. Used in conjuction with text or simple type fields.
icon1 Drop-down list Enables users to choose a value from a list of a pre-defined set of options. Can be used in conjuction with simple database fields.
icon1 Radiogroup Enables users to choose one of a predefined set of options. Can be used in conjuction with simple database fields.
icon1 Checkbox Enables users to select more than one item from a list of a pre-defined set of options. Can be used in conjuction with multiple-type database fields. Agents can multiselect values using the Ctrl or Shit keys.
icon1 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.
icon1 Browser Gives users access to a predefined web page. Not to be confused with Agent Browser. See Embedding Websites.
icon1 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.
icon1 List Enables users to select one or more items from a list of a pre-defined set of options.
icon1 Combined choice A control that consists of a text box and drop-down list.
icon1 Matrix Enables users to choose a value from a list of a pre-defined set of options.
icon1 Button Enables users to trigger a predefined task set up by pressing a virtual button. Must be used with JavaScript.
icon1 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.
icon1 Box Used to contain and group different type of controls.
icon1 Chart Used to create multiple boxes to contain and group various types of controls.
icon1 Placeholder Used as a line break to divide groups of controls.
icon1 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 in order to initiate payments.

Related articles

There's always more to learn. Discover similar features by visiting related articles:

Managing Datasheets and Scripts

February 27 in User Guides

Customizing Datasheets and Scripts

November 07 in User Guides
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