Custom Field Sets
Custom Field Sets are a great time-saving feature, as they allow you to create a reusable group of fields that can be added to any:
Form (for saving against Case and User in the CRM)
In order to use Custom Field Sets, first you define the fields you would like to include in the set and second, you attach the Custom Field Set to a Siteglide Feature.
Custom Field Sets will automatically include a hidden field Parent ID, which links them to the feature.
Creating and Editing Custom Field Sets
Custom Field Sets can be managed in the Admin under SITE MANAGER / Custom Field Sets in the left-hand side menu.
Press the blue "Add new Custom Field Set" button to add a new Custom Field Set.
To edit a Custom Field Set, find it in the list, and select the pencil icon on the right to edit it.
In either view, click the "Add new Field" button to add a new field.
Fields are built the same way as adding WebApp fields. The following options are available to you:
Name - name your field
Type - controls the type of data that can be added
Options - is only necessary for certain field types- it will appear if you need to fill it out. You should add options separated by commas e.g. "Red, Orange, Yellow".
Required - controls whether the field is mandatory- if checked, the User will not be able to submit the form without completing this field
Deleting Custom Field Sets and Removing Fields
You can click the red "Delete" button to delete a Custom Field Set.
Click the "Remove" button to remove a field.
There are two main use cases for Custom Field Sets.
Forms: Site Users will fill in the fields
In all other Use Cases, the fields will be filled in by Siteglide Admin Users
Forms and the CRM
Once you have set up a form and created a Custom Field Set, it can be added to the Form in the Custom Field Sets tab on the Edit Form page.
When the User fills out the Form on the Site, Custom Field Set Fields will appear next to the standard Form Fields.
On First Form Submission
The User is created and added to the CRM
A Case is created
The Custom Field Set fields’ data is stored against:- The Case as a snapshot- The User as an up-to-date record
On Second Form Submission
We identify that the User is already in the CRM
A new Case is created
The Custom Field Set fields’ data is stored against:The Case as a snapshotThe User as an up-to-date record
We use the User’s unique ID to associate Cases and Custom Field Set data with the User. This way, both are available to view in the CRM against the User.
When adding and editing Products, Custom Field Sets can be added and data filled in under the Custom Field Sets tab.
Updated on: 18/10/2021