Create Custom Field Customer Card

This help page is for CXone Studio. This information is also available for Desktop Studio.

A square with a stick figure torso inside it.

Creates a new custom field in the customer card.

Dependencies

Supported Script Types
Digital

Comparison of Similar Actions

The following actions allow you to access Digital Experiencecustomer card from digital scripts types: 

To perform the same tasks in supported non-digital scripts, use: 

Input Properties

These properties define data that the action uses when executing.

Property

Description

Add Caption

Enter a short phrase that uniquely identifies this action in the script. The caption appears on the script canvas under the action icon.

Ident

Enter the name or ID that you want to use to identify this field.

IsEditable

Select True or False to indicate whether the agent can edit this field.

IsVisibleInCustomerCard

Select True or False to indicate whether you want this field to be visible in the customer card.
IsVisibleInPostDetail

Select True or False to indicate whether this field should be visible in the customer card preview visible in the right panel in MAX. This field only applies if your agents use MAX.

Label

Enter the label for this field. This is the text that the agent sees in the customer card or any other location where the field appears.
Required

Select True or False to indicate whether this field is required.

Type

Select the type of field you're creating: 

  • Text : Select this option if you want the agent to be able to enter text in the field.
  • Email: Select this option if the field will contain an email address.
  • DropdownList: Select this option if the field is a drop-down list with options for the agent to choose from. If you select this option, complete the Value property to create the list of options.
Value

Click the ellipsis button A icon of three dots in a row. on the right side of the field to open the String Collection Editor window. Enter the options you want to be available in the drop-down list. Enter one string per line. You only need to complete this field if the field's Type is DropdownList.

Result Branch Conditions

Result branch conditions allow you to create branches in your script to handle different outcomes when an action executes.

Condition

Description
Default Path taken unless the script meets a condition that requires it to take one of the other branches. It is also taken if the action's other branches are not defined.
Error

The path taken when the action doesn't execute properly. For example, when there's an unexpected problem, such as poor connectivity, syntax errors, HTTP error codes, and so on. The ERR variable should be populated with a condensed explanation of the problem.

Success

Path taken if the action completes without errors and any API calls or data returns were successful (2xx response codes).