Custom fields

TABLE OF CONTENTS

• Location of Custom fields settings
• Configure Custom fields
• Where will the custom field be placed? 
• Visibility of contact custom fields

Location of Custom fields settings

As an admin you can configure the settings in Eduframe. Click on your name and on settings to get to the settings overview. You will see an overview of settings you can configure within Eduframe. Click on Custom fields. 

Configure Custom fields

On this page you can manage all your custom fields related to a contact, organisation, order, teacher, product template and edition. 

Where will the custom field be placed? 

• If you link it to a contact: 
  the custom fields will be visible on the contact form beneath the default fields such as First name, Middle name, Surname, and Email. These default fields cannot be changed or deleted.  
  
• If you link it to an organisation: 
  the custom field will be visible on the organisation form. 
• If you link it to an order: 
  The custom field linked to reference will be visible on the order form. 
• If you link it to a teacher: 
  the custom fields will be visible on the teacher contact form beneath the default fields such as First name, Middle name, Surname, and Email. These default fields cannot be changed or deleted.  
• If you link it to a product template: 
  the custom fields will be visible on a Course/Program template as part of the features section.
• If you link it to a product edition: 
  the custom fields will be visible on a Course edition/Program edition.

How to add a custom field?

• Choose whether you want to link the custom field to a contact, organisation, order, teacher, product template or edition.

  The contact custom fields can be used in the contact registration forms and defined for order contact details (step 2 in signup) and participant details (step 3 in signup). See the following article for more information: Request different contact information for different products.
  

  
  
  
• Click on Add field
• Name field: Choose a name for the custom field
  

  The name is also used to automatically create a unique slug. The slug cannot be modified after the field is added, and can be used to identify the custom field in the API.

  
  
• Only for organisations' invoice addresses
  • Required on signup: Choose whether you want to make the custom field mandatory on signup (it will not be mandatory when creating an organisation in Eduframe). 
  • Show on signup when it is a personal order: Choose whether you want to make the field visible on signup for a personal order.
  • Show on signup when it is an organisation order: Choose whether you want to make the field visible on signup for an organisation order.
    
    

    If contact custom fields need to be required and/or shown at the signup form, this can be setup in the Form settings. Read more in this article.
    

    
    
• System field: You can submit your custom field as one of the optional system fields. When one of these options is chosen, the field will also be returned to the API as a normal property. When left blank, it will be returned as a custom field.

  A field can only be linked to a system field once. If it is not clickable in the select, it is already used. System field links are available on contact, organisation, product template and order custom fields. 
  When adding a custom field linked to 'Order' the only field configuration allowed is a field linked to system field 'Reference' and field type 'Text box'.
  

  
  
• Field type: Select which field type your custom field should be. You can choose out of: 
  • Checkbox 
  • Date 
  • Number
  • Phone number
  • Selection list 
  • Selection list wilt multiple answer
  • Text box
  • Text field with multiple lines 
  • VAT number
• Selection list options: If you selected a selection list as field type, fill in the selection list options.

Visibility of contact custom fields

Contact custom fields are always visible for the admin. They need to be added to forms first to be visible for participants. See also Ask different contact information for different products on the signup.

Note: when a custom contact field is not part of a form the field is only hidden from the participants.

More information

Click here for other Articles around the Settings page in Eduframe

Click here if you have any questions for support