Fields Tools
Edit Field
Changes the name, options, or settings of a field.
published
Edit Field
Allows the agent to modify the settings of an existing field in a category.
When to enable this tool
Use this tool when the agent needs to correct or update information on already created fields, such as renaming a field, adding new options to a selection list, or updating the help text displayed to users.
Practical examples:
- Rename the "Status" field to "Case Status"
- Add a new option ("Suspended") to the existing status dropdown
- Fix the help text of a field that users don't understand
What the agent can do
- Rename fields and change their description
- Update selection field options (add, remove, reorder)
- Change the field's help text, instruction, and placeholder
- Change a field's color or icon
Information the agent uses
| Information | Description |
|---|---|
| Category | The category that contains the field |
| Field | The specific field to edit (by name or identifier) |
| What to change | New name, description, options, color, help text, placeholder |
Important notes
- The field type (text, number, date, etc.) cannot be changed after creation
- The field's internal identifier also cannot be changed
- Fields cannot be deleted — use the deactivate option when they are no longer needed
- When replacing a selection field's options, the entire list is replaced at once — include all desired options, not just the new ones