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Client Management

Management Fields

Management fields allow you to create, update and delete columns for the client management database as well as choose what fields you would like to use when managing profiles. The fields you enable here only apply to management fields. If you wish to choose what fields to use for other accessories such as Update Details forms, Subscription forms, Product Management forms, Event Registration forms, etc you will need to use the appropriate component for those accessories.

Management fields are not section specific so can be changed from within any section opposed to other accessories where fields are enabled or disabled on a section by section basis.

From this screen the administrator can:

  • Add additional database fields
  • Change the field descriptions. The description is the visible label for the field.
    • This is section specific, so that the same database field can be renamed if required, in different sections
  • Delete created fields. However default fields or fields that are being used by the system, cannot be deleted
  • Change the order the fields display. The arrows will move items up or down the order

To add new fields

Note: A Field type cannot be changed. So if you have entered an incorrect field type, you will need to delete it and start again.

  1. Click the "Create" button
  2. Scroll to the bottom of the list and select the new column
  3. Type in a name for the column - the column name will be used only for your identification
  4. Description - The description is what will display when this field is visible from the website
  5. Values - Applies if responses are required for item. For example yes/no on a radio button. You can also add default text in an input field if required
  6. Type - This refers to the type of form item

    Example Name Description

    Heading

    Content

    Heading Displays a static heading and optional label below.  Typically used for grouping collections of fields together.

    Content

    Label Displays a static label used for describing a field in more detail or providing supplementary information. 

    Application A fields used for placing a bespoke application.
    Checkbox A single checkbox that has a Boolean value, either true or false.  A default value is required for this field type.  Supported values are Yes or No.

    Checkbox List A list of checkbox items allowing for a single item, multiple items ort no items to be ticked. 
    Date A date picker field allowing a date to be selected from a calendar, or a manually entered.  Required format is d MMM yyyy.
    Email An email address field.  Only valid email addresses are supported or no email address at all.  When readonly displays an email link.
    File File upload field for uploading a single file such as a PDF, Word document, Excel spreadhseet, etc. when readonly displays a link to download the file.
    Image File upload field for uploading a single image. When readonly displays the image within the browser.
    Number A numeric field with spin buttons.

    Radio Button List A list of items allowing only a single item to be selected.  Typically used for a small collection of items.
    Dropdown List A list of items allowing only a sengle item to be selected.  Typically used for a large collection of items.
    Text A generic text field for collecting a single line content.
    Text Area A generic text field fir collecting multiple rows of text such as notes or comments.
    Website A website address field.  Only valid urls are supported or no url at all.  When readonly displays an link to the website.

  7. Usage
    • Read - Will disable the field. The field will be greyed out and read only once form has been submitted. This item will then not be editable in the client's profile.
    • Write - Will make it an editable form item once form has been submitted. This item will then be editable in the client's profile.
  8. Dimensions - Measured in pixels. This determines the width and height on screen of the form item. Used for text and text areas only
  9. Length - Maximum length of characters the field will accept.
  10. Width - This setting defines the maximum amount of characters the field holds. This is measured in pixels.
  11. Height - This defines the amount of lines a text area form field will accept.
  12. Required - This will put a star on the field to indicate it is compulsory. The system will not submit the form unless this field has an entry.
  13. Apply - This will permanently apply edits or changes.

Comments

MoST Content Management V3.0.8634