Configuring Fields

How to configure Interact in your project?

1. Select the project where “Interact” needs to be configured.
2. In this case, we are selecting the “InsuranceAutomation” project and clicking the “GO” button. 
     a. You will be directed to the project dashboard.
     b. On the left-hand side, you will see the “SmartInteract” option.
     c. If your project has not been configured yet, click the “click here” option.
     d. If you have already chosen Smart Interact, the “click here” option will not be visible; instead, you will be redirected to the project configuration page.

Use Case

The provided illustration assists in comprehending the process of configuring fields for the “Project.”

In this scenario, the input will be in the form of an Excel file containing a compilation of OS details. By utilizing the information present in the input file, which includes OS type, RAM, HDD, and Applications, the creation of a server is to be undertaken. After the server creation process, specific to the relevant OS, is completed, it should be logged back into the Excel file.

Here I am going to configure the Fields from the excel sheet to create the transactions. I have added the sample “Excel sheet” that is utilized in the use case. The setup of fields and queues can be customized to align with our particular use case.

Now Let’s configure the fields:

According to project specifications, the fields can be configured. Additionally, there are 12 fields that will be preconfigured by default, and these fields are disabled for editing or making any changes for the configuration.

Default Fields

The default fields will be displayed on the right-hand side of the page on the “Field” configuration page. Users will not have access to edit or delete these fields. This will be a mandatory requirement for all projects.

How to set up customized fields?

The following steps will guide you through the process of setting up fields in the “Project.” In our specific use case, we need to create 9 fields to be created and configured.

Field 1: Request ID

Here I am going to create a field for the “RequestID” using the “Text” as field types. As it contains Alphanumeric values returned from the website in the excel sheet.

1. Fill in the Field Name as “Request ID”.
2. Select the Type from the drop-down as text. (Refer Field types to know more)
    a. The minimum length of characters to be entered in the Text Box is from 0 to 100. Here I am setting the minimum characters as 7.
    b. The maximum length of characters to be entered in the Text Box is 50000. Here I am setting the maximum characters as 15.
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.)
     a. It is an optional field; thus, we are leaving it as blank here. When left blank, it will not be considered as mandatory field. (Refer Technical reference for field)
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.
    a. Use the Yes or No option for this field (Refer technical reference for fields).
    b. Here I am choosing the option as “Yes” to encrypt the request ID numbers.
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page. Once you click on the “Save” option, it will be added to the project.

Field 2- OS:

Moving onto the next field, here I am using the “Text” as field type to create the field.

1. Fill in the Field Name as “OS”.
2. Select the Type from the drop-down as text.
    a. The text option is used here as the input values loaded to the project will be in string format.
    b. Here I am setting the minimum characters as 25 and maximum characters as 150.
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.) It is an optional field.
     a. Here we are choosing the option as “Yes” to make it mandatory option.
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.
     a. Choose the option as “Yes” to encrypt the request ID numbers.
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page. Once you click on the “Save” option, it will be added to the project.

Field 3 – RAM

Next, in the excel sheet is, “RAM”, here I am using the “Text” as field type to create the field.

1. Fill in the Field Name as “RAM”.
2. Select the Type from the drop-down as text.
    a. The text option is used here as the input values loaded to the project will be in string format.
    b. Here I am setting the minimum characters as 2 and maximum characters as 10.
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.) It is an optional field.
     a. Here we are choosing the option as “Yes” to make it mandatory option.
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.
    a. Choosing the option as “NO” to disable the encryption for the “RAM” field.
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page. Once you click on the “Save” option, it will be added to the project.

Field 4 – HDD

Next, in the excel sheet is, “HDD”, here I am using the “Text” as field type to create the field.

1. Fill in the Field Name as “HDD”.
2. Select the Type from the drop-down as text.
    a. The text option is used here as the input values loaded to the project will be in string format.
    b. Here setting the minimum characters as 5 and maximum characters as 15.
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.)
    a. Here we are choosing the option as “Yes” to make it mandatory option.
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.
    a. Choose the option as “NO” to not to encrypt the HDD.
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page. Once you click on the “Save” option, it will be added to the project.

Field 5 – Applications

Next, in the excel sheet is, “Applications”, here I am using the “Text” as field type to create the field.

1. Fill in the Field Name as “Applications”.
2. Select the Type from the drop-down as text.
    a. The text option is used here as the input values loaded to the project will be in string format.
    b. Here I am setting the minimum characters as 10 and maximum characters as 100.
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.) It is an optional field.
     a. Here we are choosing the option as “Yes” to make it mandatory option.
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.
     a. Here I am choosing the option as “NO” to disable the encryption for the “HDD” field.
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page.
6. Now, the fields for the project have been configured, once you click on the “Save” option, it will be added to the project.

Field 6 – IP Address

Next, in the excel sheet is, “IP Address”, here I am using the “Text” as field type to create the field.

1. Fill in the Field Name as “IP Address”.
2. Select the Type from the drop-down as text.
    a. The text option is used here as the input values loaded to the project will be in string format.
    b. Here I am setting the minimum characters as 10 and maximum characters as 100.
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.) It is an optional field.
    a. Here we are choosing the option as “Yes” to make it mandatory option.
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.
    a. Here I am choosing the option as “NO” to disable the encryption for the “HDD” field.
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page.
6. Now, the fields for the project have been configured, once you click on the “Save” option, it will be added to the project.

Field 7 – Username

Next, in the excel sheet is, “Username”, here I am using the “Text” as field type to create the field.

1. Fill in the Field Name as “Username”.
2. Select the Type from the drop-down as text.
    a. The text option is used here as the input values loaded to the project will be in string format.
    b. Here I am setting the minimum characters as 4 and maximum characters as 10
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.) It is an optional field.
    a. Here we are choosing the option as “Yes” to make it mandatory option.
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.
    a. Here I am choosing the option as “NO” to disable the encryption for the “HDD” field.
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page.
6. Now, the fields for the project have been configured, once you click on the “Save” option, it will be added to the project.

Field 8 – Password

Next, in the excel sheet is, “Password”, here I am using the “Password” as field type to create the field.

1. Fill in the Field Name as “Password”.
2. Select the Type from the drop-down as text.
     a. The text option is used here as the input values loaded to the project will be in string format.
     b. Here I am setting the minimum characters as 4 and maximum characters as 10.
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.) It is an optional field.
     a. Here we are choosing the option as “Yes” to make it mandatory option.
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.  
     a. Here I am choosing the option as “NO” to disable the encryption for the “HDD” field. 
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page.
6. Now, the fields for the project have been configured, once you click on the “Save” option, it will be added to the project.

Field 9 – Proof

Next, in the excel sheet is, “Proof”, here I am using the “FileUpload” as field type to create the field.

1. Fill in the Field Name as “Password”.
2. Select the Type from the drop-down as “FileUpload.”
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.) It is an optional field.
    a. Here we are choosing the option as “No” to make it mandatory option.
4. Next, moving to the “Viewer” option, it enables the user to view the file uploaded against the field.
     a. Here I am choosing the option as “Yes” to enable the file to view.
5. Next, moving to the “Download” option, it enables the user to download the file uploaded against the field.
    a. Here I am choosing the option as “Yes”.
6. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page.
7. Now, the fields for the project have been configured, once you click on the “Save” option, it will be added to the project.

Click here to know about the field types and their technical references.