A Field is an instance of a Control that has been added to a Page to provide functionality, for example: to allow the agent to collect information, carry out complex activities (i.e, run code, interrogate databases, etc), display data to the agent, or send emails.

 

In this guide, a common distinction is made 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.

 

Controls are added to the Page from the Control Tray to the left of the screen. This tray can be expanded or collapsed as required simply by clicking on its header bar:

 

 

To add a Field to the Page, either:

 

 

Existing Fields can be moved relative to other Fields by clicking on the Field header bar, and dragging it to any position around a Field on the Page as marked with a hashed grey border. A darker bar will appear when the Field can be dropped on to a position, and when the mouse button is released the Field will be moved there.

 

A Field can be moved above or below another Field:

 

 

Or to the left or right of another Field:

 

 

Fields can be deleted by clicking on the Delete Field (bin) icon on the Field header bar.

 

Multiple Fields can be deleted by holding down Ctrl and clicking on the Field header bar for multiple Fields, and then pressing the Delete key on your keyboard.

 

 

Fields are modified clicking on the Edit (pencil) icon, or by double clicking on the Field header bar. Please refer to the Field Properties article for more information.

 

 

Fields can be duplicated within the same Page by clicking the Duplicate (papers) icon on the Field header bar. The new Field will be immediately placed below the currently highlighted Field, and be given a unique Field Name. The new Field does not retain any connection to the original Field from which it was copied, and any changes to the original or duplicate Field will not affect the other. Note that only a single Field can be duplicated at a time; to copy multiple Fields simultaneously, the copy-paste functionality described below should be used instead.

 

 

One or more Fields can be copied and pasted freely to any Page of the current Workflow by selecting the desired Fields and then using the Clipboard button on the top-right toolbar of the Designer. Fields can be copied between Pages freely, and pasted as often as is desired. When pasted, the new Fields will be placed at the bottom of the Page, or if a Field's header bar is highlighted then immediately below that Field. When selecting multiple Fields, the Fields will be pasted in the same order that they appeared on the original Page rather than the order of selection.

 

 

 

It should be noted that the copied Fields are only retained on the clipboard for 5 minutes before being cleared, and that the Fields are stored by reference. This means that if the copied Field is modified before being pasted from the clipboard, the pasted Fields will reflect the copied Fields' configuration at the instant of pasting rather than at the instant of copying.