Creating and using User fields

User fields are a set of custom fields that help you define the user information in a format of your choice.

You can add various field types to add user information as and when you get them. For example, a single-line text field can be used to collect one-line details, or a date field can provide you with options to add the desired dates like birthdays/anniversaries.

These fields ensure the consistent availability of information across your platform. You can go ahead and customize the fields to include information specific to your business need.

To create User Fields

1. Log into Sprinklr. Click the Settings icon on the left Navigation Bar. Under Global Governance, click User Fields.
   

2. To create a new User field, click Create User Field in the top right corner of the User Fields window.
   

3. On the Create User Fields window, enter a Name and a Description for your user field.
   

4. Under the User Fields Type section, you can select from the available field types.

   User Fields Type — Description

   Field Type	Description
   Multi	It allows you to add a field type where you can select more than one option at a time. For example, adding multiple tags to your form.
   Single	This field type lets you choose a single option from the drop-down list. For example, adding a single user from the drop-down list.
   Text	This field allows you to add text details to your form, i.e. Name, Customer Id, Description, etc.
   Date	This field type allows you to add dates in your form, for example, purchase date, complaint date, completion date, etc.
   Number	Use this field type if you wish to add a phone number, alternative number, etc. in your form.
   Decimal	You can use this field type if you have to enter decimal values in your form, i.e. 1.23%, 3.12%, etc.

   
   

5. Enable/Disable Color Coding for the desired agents fields. It helps agents easily identify the important fields in the form.

6. Toggle on the Mark as Required option to make your desired field mandatory. Fields marked as required must be filled while filling out the respective forms.

7. Click Create in the bottom right corner once you have completed your User field.

Using User Fields :

Once you have created any User Field, it will start reflecting in Edit User Window under Users.

In order to use your newly created user field, please follow the below mentioned steps :

1. From your homepage of Sprinklr, Click the Settings icon on the left Navigation Bar. Under Global Governance, click Users.

2. Users window will appear where you will be able to see all the users added on the platform

3. Click on three dots for any user you wish to update the user field

4. Select edit from the option

5. Edit Window will open for that user and you should be able to see the created User Field in that window.

6. Fill out the value for that user and click on Update from bottom right corner