Create and Edit Switchboards

Use this page when creating a new switchboard or editing an existing switchboard from Configuration > Switchboards.
The form screenshots below are separated by block where the application exposes separate sections. Complete the required values, review routing or destination references, and save the record.
Add and edit form
Switchboards add/edit form.
Main fields
Field
Description
Name:
Display name used in lists and references.
default
Object setting shown by the form.
Saving and deleting
Task
How to do it
Create
Select the new action from the Switchboards list, fill the required fields, and select Save.
Edit
Open the existing switchboard, update the needed fields, and select Save.
Delete
Before deleting a switchboard, check call-flow, destination, schedule, report, provisioning, or integration references. Use the row delete action or the form delete action when available, then confirm.