Policy Fields

Owned by Coreen Stalnaker
Last updated: Apr 01, 2024
3 min read

A custom Policy Field is a custom field added to the Policy section of a lead for data collecting purposes. All custom Policy Fields do not impact functionality and rely heavily on the User filling them out correctly. Before creating a custom Policy Field, determine if a System field already exists. Check Settings -> Options -> Contact Form for any policy fields that may have been hidden unintentionally. (needs way to get all system fields and what they do)

  1. Under Settings select Policy Fields

  1. Select Add Field from the top menu and scroll all the way down to select Policy Fields

  1. The new Policy Field needs several fields filled out to ensure proper setup

  2. Enter the Name in all lowercase letters and underscores for spaces (lowercase_underscore). The Description is the name as it would appear on the Policy Field

  1. During Setup set visibility to Hidden. Once the Field is completely configured it can be set to Visible for the Entire System

  1. Type is the format the field will take once it is created. There are several options available and it’s important to select the appropriate Type for the Field being created.

     

    1. Alphanum Select Menu Dropdown - This creates a dropdown menu, including both numbers and letters.

      1. Most commonly used for Dropdown Menus

    2. Boolean - Creates a dropdown menu for Yes/No answers only

      1. Most commonly used for Y/N answers

    3. Currency - Allows for number entry in dollars

    4. Date - Will require the info to be entered in Date Format

    5. Date and Time - Will format the field for date and time

    6. Decimal - Will allow for decimal numbers

    7. Enabled - Creates a drop down menu for Yes/No answers only. Differs from Boolean because this is a string Yes/No compared to an actual boolean. )

    8. File - Allows for the upload of a file to the Lead

    9. Image - Allows for the upload of an image to the Lead

    10. Long Text - Allows for Fill in the Blank answers up to 4,294,967,295 characters

      1. Most commonly used for fill in the blank responses that can be exceptionally long.

    11. Multi-Checkbox - This will provide several options that a User can select

    12. Number - Allows for whole numbers entry (no decimals or dollar format)

    13. Select Menu Dropdown - Provides a custom menu created specifically for this Field. This only allows integer ID keys from the specified source.

    14. Text  - Provides space for text up to 255 characters

    15. Time - Entry in Time format

    16. URL/Link - provides for a URL or Link up to 255 characters

  2. Section specifies where on the lead this new Field will be located.

  1. Set Policy Field to Visible if fully configured and Save Field.