What is the Inquiry Phone Number component?

Inquiry Phone Number is an Inquiry screen component that adds a form component designed for users to enter a valid phone number.

The Inquiry Phone Number input component is useful for collecting phone number’s from a user.

How do you add an Inquiry Phone Number component?

1. Navigate to the Dashboard, and click on Inquiries > Templates.
2. Find and click on the Inquiry template you want to edit, or Create a new template.
3. Hover over a Screen and click the Edit button to view the Component Library.

4. In the left toolbar, click Component Library and search for ‘Phone Number’.
5. Drag and drop the Phone Number component into your screen, and reposition it by dragging it around.
6. Click on the Phone Number component, and go to Properties in the right toolbar.
   1. (Optional) Under Settings, you can customize Validations. Default validations include country code selection and input format validation. You can learn more about adding additional Validations below.
   2. (Optional) Add a customized label, placeholder and translations:
      1. Edit the text in the Label box. The Label is a text element displayed above the Phone Number component to describe its purpose, such as “Enter your Phone Number,” helping users understand what information to provide.
      2. Edit the text in the Placeholder box. The Placeholder displays temporary text inside the Phone Number input component, such as “(555) 555-5555” offering an example or guidance on the expected format until the user enters their own input.
      3. Add translations for the text by clicking Edit translations. You can Translate All or Translate individual languages, manually or automatically. If you don’t set translations, you’ll be prompted to do so upon Publishing the template.
7. In the Fields toolbar tab, you can set up and customize the behavior of the Phone Number component.
   1. Required: Choose whether the field is mandatory (Yes), optional (No), or based on conditions (Conditional). If you choose Conditional you will need to set a Logic rule, you can read more about Logic below.
   2. Field: Choose the field to save the Phone Number to. For example, select a phone number field if the user is expected to input an phone number.
   3. (Optional) Max length (char): This sets the maximum length of characters accepted for this input field. The default value is 1024 characters.
8. (Optional) In the Logic toolbar tab, you can add rules that govern when the component appears, and when it does not. You can read more about Logic below.
9. Close the step. You’ll have to Save and Publish the template to begin using it.

Validations

Validation rules can be set on a Phone Number field to ensure that the entered data is a properly formatted and is a valid phone number. This can prevent errors such as an incomplete phone number, and can ensure only usable and accurate phone numbers are submitted.

The Error message can be edited to provide the user with more information on why the Phone Number is not valid. Translations for the error message can be added by clicking Edit translations. You can Translate All or Translate individual languages, manually or automatically. If you don’t set translations, you’ll be prompted to do so upon Publishing the template.

Validation Rules

Validation rules consist of three main components:

1. Field: The object that will have a condition linked to it.
2. Condition: How the field is compared to the value (e.g., equals, does not equal).
3. Value: The value to test against.

Creating Validation Rules

• AND Statements: Combine multiple conditions that must all be true for the rule to pass. Add these using the "Add" button.
• OR Groups: Combine conditions where only one needs to be true for the rule to pass. Create these by clicking "Add OR Group".

How to Use Validation Rules

1. Click on the Phone Number component, and go to Logic in the right toolbar.
   1. Create a validation rule by filling in the three boxes following When, which correspond to an object, its condition, and its value being assessed, respectively. When that validation rule passes, the component update is applied.
   2. (Optional) Add additional validation rules by clicking either + Add (if you want to add 'AND' rules, where all must be passed to continue) or + Or (if you want to add 'OR' rules, where one must be passed to continue). You can also nest a group of OR statements within an AND statement by clicking + Add Group.
   3. (Optional) To edit the validation directly, you can open the code editor.

Translations

Persona can automatically translate new text into other languages in the component’s Properties tab. You can also customize the translation for any particular language.

Logic

Persona provides you with the ability to add logic to a Phone Number component. For example, a component may only become visible to a user if certain conditions are met. On the Logic tool bar tab, there are two options for logic rules:

• On screen load: Logic rules are evaluated only when the screen loads. They can reference any field configured on the template.
• On screen update: Logic rules are evaluated in real time. They can only reference inputs on the current screen.

For form components a field can be labeled as required under specific conditions.

• Require field: Logic rules are evaluated in real time referencing inputs on the current screen. They can only reference inputs on the current screen.

Logic Rules

Logic rules consist of three main components:

1. Field: The object that will have a condition linked to it.
2. Condition: How the field is compared to the value (e.g., equals, does not equal).
3. Value: The value to test against.

Creating Logic Rules

• AND Statements: Combine multiple conditions that must all be true for the rule to pass. Add these using the "Add" button.
• OR Groups: Combine conditions where only one needs to be true for the rule to pass. Create these by clicking "Add OR Group".

How to Use Logic Rules

1. Click on the Phone Number component, and go to Logic in the right toolbar.
   1. Choose either “On screen load” or “On screen update” and click Add.
   2. Choose what Component Update to apply. This determines what happens to the component when the logical rules are met.
   3. Create a logical rule by filling in the three boxes following When, which correspond to an object, its condition, and its value being assessed, respectively. When that logical rule passes, the component update is applied.
   4. (Optional) Add additional logical rules by clicking either + Add (if you want to add 'AND' rules, where all must be passed to continue) or + Or (if you want to add 'OR' rules, where one must be passed to continue). You can also nest a group of OR statements within an AND statement by clicking + Add Group.
   5. (Optional) To edit the logic directly, you can open the code editor.

Plans Explained

Phone Number component by plan

	Startup Program	Essential Plan	Growth Plan	Enterprise Plan
Phone Number component	Limited	Available	Available	Available
Validations for Phone Number component	Limited	Available	Available	Available
Translations for Phone Number component	Limited	Limited	Available	Available
Logic for Phone Number component	Limited	Limited	Limited	Available

Learn more about pricing and plans.

Learn more

Learn more about Inquiries.