Advanced Scripting — Tools & Settings

This article covers four tools available in the Script Editor: Advanced Validation, Script & Page Settings, Tab Ordering, and Field Finder.

Advanced Validation

Some input fields support advanced validation, which prevents agents from navigating away from the page unless the value entered matches a specified format. This is configured in the Advanced Validation tab when editing a field.

Select a preset from the dropdown or enter a custom regex expression. The preset options are described below.

Option	Description
UK Phone Number	Numeric, 11 digits.
UK Postcode	Validated using regex rules for UK postcode format.
SA Postcode	Validated using regex rules for South African postcode format.
Credit Card	Validated using regex rules for credit card number format.
Email	Requires an @ symbol with at least one full stop.
Current Pattern	Retains the existing validation pattern rather than replacing it.
Custom regex	Enter your own regex expression to validate against any custom format. Regex expressions for common formats are widely available online.

Note. Advanced Validation is also available directly within the field configuration tabs for Input Field, Multi-line Input, and Date Picker. The same preset options apply. See Drag and Drop Fields — Input for more detail.

Script & Page Settings

Script Settings and Page Settings are two separate configuration panels accessible from the toolbar at the top of the Script Editor.

Script Settings

Select the Script Settings button in the toolbar to open the script-level configuration panel.

Setting	Description
Script name	The name of the script. Can be changed here.
Inbound page	The first page shown to agents when an inbound call is presented.
Outbound page	The first page shown to agents when an outbound call is presented.
Default background colour	The background colour applied to all script pages by default. Individual pages can override this using their own Page Background Colour setting.

Select Save Script to apply any changes.

Page Settings

Select the Page Settings button (cog icon) in the toolbar to open the settings panel for the page currently displayed in the editor.

Setting	Description
Page name	The name of the page. Can be changed here.
Don't record calls on this page	When enabled, call recording is automatically stopped when an agent navigates to this page. Useful for pages where sensitive information is captured, such as payment details.
Page background colour	Sets a background colour for this page only. When set, this overrides the default background colour defined in Script Settings.
Delete page	Removes the page from the script. Before deletion, the system checks whether any other pages or fields in the script depend on this page. If dependencies are found, a Fix button is presented to let you reassign those references before confirming. Select Done to complete the deletion.

Tab Ordering

Tab Ordering controls the sequence in which agents move through fields on a script page when pressing the Tab key. This is useful for speeding up data entry on pages with multiple input fields.

Select the Tab Ordering button in the toolbar to open the tab ordering screen. Fields with no order assigned will show blank squares next to them.

Option	Description
Manual ordering	Select fields in the order you want agents to tab through them. A number appears next to each field as you select it, showing its position in the sequence.
Auto index	Automatically assigns a tab order based on the most logical field sequence, determined by the position of fields on the page.
Reset current	Clears the current ordering so you can reassign the sequence from scratch.

Select Done once you are happy with the order.

Field Finder

Field Finder lets you search and filter all fields across a script page, giving you a structured summary of their configuration. It is particularly useful on complex scripts with a large number of fields, or when you need to find every field mapped to a specific database column or involved in a rule.

Select the Field Finder button in the toolbar to open the panel.

Search filters

Filter	Description
Reference name	Search by the system reference name assigned to the field. This is not the same as the label visible to agents.
Default value	Filter by a specific default value configured on the field.
Customer table	Filter to show only fields mapped to a specific database table.
Customer field	Available once a customer table is selected. Filter to show only fields mapped to a specific column within that table.
Field type	Filter by field type — for example, Input Field, Dropdown, or Navigation Button.
Has rules	When enabled, filters to show only fields that are involved in at least one rule.

Results columns

Column	Description
Name	The reference name of the field. This is not the agent-facing label.
Page	The script page the field is on.
Type	The field type.
Has rules	Indicates whether the field is involved in any rules.
Default value	The default value set on the field, if any.
DB mapped	Indicates whether the field is mapped to a database column.

Select any field in the results to view its full details in the right-hand panel. From there you can open the field editor or the rule editor directly. Once you have made your changes, you are returned to the Field Finder results.