The Formatting tab is available for Control types that can contain a value. Formatting allows specifying a style or type of data that can be contained within the Field, with non-matching data either being removed or reformatted to match; for example, you can specify that a Field's data must be Upper Case, and any non-Upper Case data will be re-cased automatically. Unlike Validation, Formatting is applied whenever a configured Field loses focus (e.g., the agent clicks to a different Field), rather than needing to be triggered by a separate Field.
Formatting is frequently mixed with Validation to ensure that data has been recorded in a valid state before leaving the Page or triggering a database query or API request.
There are six core Formatting types available in Agent Guidance:
Formatting Type
Description
Alpha Only
Removes any characters from the Field that aren't basic Latin alphabet (e.g., A-Z without accents or diacritics). Any numbers, symbols, or non-Latin characters will be removed.
Lower Case
Forces all entered text characters to be lower case.
Monetary Value
Takes the number value of the Field, and formats it with exactly two decimal places. If any non-numeric characters other than a single decimal point (.) are present, the Field will display NaN (not a number).
Number Only
Removes any non-number characters from the Field. Addition, subtraction, and decimal (+, -, .) characters are also removed.
Proper Case
Forces the first letter of every word to be upper case, and every other character lower case.
Title Case
Forces the first letter of the sentence to be upper case, leaves every other character unchanged.
Upper Case
Forces all entered text characters to be upper case.
Notes
It is recommended that Formatting only be applied to Fields that the agent is directly typing data to; Formatting a List Box Field can lead to the situation where an agent selects an option but the Field then shows no selection because the re-formatted content doesn't match the selected option any more.
Additional Formatting types can be added on request, please contact your Agent Guidance vendor with your requirements.
