Controls are the "building blocks" that allow designing the process on the Page that an agent interacts with. The Fields on the Page that are created from chosen and configured Controls comprise the content that the agent can see, interact with, input data into, and drive the underpinning logic and actions of the Workflow.

 

Whilst the terms "Control" and "Field" are sometimes used interchangeably, a distinction is made in this guide that a Control is the definitive object which may be added to a Page, whereas a Field is the instance of a Control that has been added to the Page and can subsequently be configured or manipulated for the agent to actually interact with.

 

For example, when you place a Text Box Control in a Workflow, it creates an instance of a Text Box Field at the indicated point on the Page that you can then style and configure to ensure that the agent experience is as-required.

 

Your System may have many versions of a Control (from changes and fixes introduced via Intelligent Agent upgrades). Each Field in a Workflow will be created from the latest version of that specific Control when it is added, and can be updated to the latest updatedversion of that Control at a later date.

 

 

When a Workflow has been imported from a previous Version of Intelligent Agent, or Intelligent Agent has been upgraded, some Fields in a Workflow may have newer Control versions available. In this situation, it is possible to either update specific Fields individually, or collectively.

 

It is part of general best-practice recommendations that after a Intelligent Agent upgrade that any Control updates are tested and then all Fieldsin the Published or latest Workflow Versions are updated. This ensure that any relevant fixes are applied and features are available, and after certain upgrades may even be specifically required for specific Controls to continue operating normally.

 

Note that as updating a Field has the potential to lead to unexpected behaviour in a Workflow, Fields can only be updated on a Workflow Version-by-Version basis rather than globally across the entire Intelligent Agent System.

 

It is possible to update all eligible Fields in the entire Workflow, or update them in groups based on the Control type. In either case, the first step is to click the Update Fields button in the top-right toolbar. This button will only be visible if at least one Field is eligible for update.

 

 

 

A modal will be presented that lists all Fields in the Workflow that can be updated. Either update all Fields via the button at the bottom-left corner, or select a specific Control type to be updated.

 

 

 

Any Field that can be updated will have a subtle orange arrow icon added to its header bar, and clicking on it will allow that specific Field to be updated.

 

 

 

Alternatively, a Field can be updated from its Field Properties window, with an Upgrade button displayed at the bottom-left corner of the modal: