Adding and editing fields

Column

Description

1 Fields for customer information

Adding custom fields for additional customer information (such as customer number, conversation participant etc.), see Add custom fields for customer information

• Field Name: Unambiguous, unique name of the field.
• Mapping: Activate the check box to configure the mapping for SFTP exports.
• Numeric: The field only allows numeric entries, see Type of permitted characters - Numeric with check function or alphanumeric.
• Alpha Numeric: Das fields allowed alphanumerical Eingaben. Inputs, see Type of permitted characters - Numeric with check function or alphanumeric.
• Check field input: The field allows alphanumeric entries, see Type of permitted characters - Numeric with check function or alphanumeric.
• Maximum numbers of fields: Maximum number of fields that can be created.
• Fields Length: Maximum characters
• Has exact length: Forces the input length to correspond exactly to the specified number of characters.
• Check Box: Activated option for Trigger Action und notification.
• WARNING! The Check Box cannot be activated at the same time as the Numeric, Alpha Numeric, Maximum numbers of fields, Fields Length or Has exact length options.

2 fields for actions and notifications

Adding custom fields for actions and notifications (example: adjusting the retention time (TTL), notifications about actions, etc.), see Add custom fields for actions and notifications

• Trigger Action: Option to change the storage time (TTL), see Trigger action
• notification add: e-mail-notification, for example über procedure or To-Do-Aktionen.
• Notification in (time in days): Entry in days when a notification should be sent.
• Default, 0 days: The notification is sent on the same day with a 4 hour delay.
• Notification dependency on checkbox input: Activate the checkbox to send the notification depending on the selection:
• "Yes" selected
• "No" selected
• "Nothing" selected
• Notification on: Select the desired user or group to be notified by e-mail from the drop-down list.
• When editing existing fields with trigger action and notifications, the already configured settings are displayed.
• 
• Send to the recording owner: Activate the checkbox to notify the owner of the recording by e-mail.
• Notification text: Specify the notification text for the e-mail in the field.
• Add 'to do' area: Recordings are moved to the to-do area in the Recordings tab.
• WARNING! Once the post-processing time has expired, these can no longer be processed. Recordings remain in the tab Recordings in the area To Do.