Custom Record Types

Set up Custom record types to distribute custom activities in queues and to work with custom fields in your custom activities.

Create a New Custom Record Type/Edit Custom Record Type

To create a custom record type from scratch, click Add new custom in the top right corner.

To use an existing custom record type as a template for your new one, click Clone in the Actions column.

To edit an existing custom record type, click its Title.

The custom record type details will open. Fill out the Title and Description and select the queue the record type will be associated with. Activities with this record type can be distributed in the custom queue you select.

Select a Colour and an Icon – these will be displayed when custom activities with the record type are part of a ticket.

You can now set up your custom fields – see below.

Set up Your Custom Field Layout

Create a new custom record type or edit an existing one to open the record type details (see above).

Drag a Container/Section from the Choose sections list and drop it into the form field. Enter a title.
Click the Settings button to set up default expand settings, a rich text description and dynamic visibility.
Drag fields from the Choose fields list and drop them into your container. Click the Split button to set up multiple columns and adjust their width using the plus and minus signs.
Click the Settings button to set up a tooltip for agents (will appear in front of the field name), set dynamic visibility and set further options (Show in list, Show in activity, Hidden to agents, Read only, Required field, Rows of text – hover over the tooltip in Daktela to view a description of each setting).
Repeat the process to set up all desired fields.
Save your Record type.

Field type overview

Field type	Agent use description	Extra settings
Text	Enter any text.
Textarea	Enter any text – larger field. Maximum number of characters for textarea is 17M characters.	You can set up how many rows of text the text area will be.
Selectbox	Select a value from a drop down list. If multiple values allowed, they will be in separate fields. Maximum number of characters for selectbox is 128 characters.	Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the Records module.
MultiSelectbox	Select value(s) from a drop down list. All selected values will be in same field.	Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the Records module.
Checkbox	Select value(s) by checking boxes.	Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the Records module.
Radio	Select a single value by checking a radio button.	Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the Records module.
Datetime	Select or enter a date and a time.
Date	Select or enter a date.
Time	Select or enter a time.
Phone	Enter a phone number. This field will only accept numbers. We recommend for you to set up regular expression the Format field to validate that the number is in the correct format.
Email	Enter an email address. Only emails in the correct format will be saved.
Address	Enter an address. Click the Address formatting button (house) to search for the address and insert correct formatting. Click the Revert formatting button to go back to your original entry.
Url	Enter a URL. Click the Globe button to open the URL in a new browser tab.