Custom contact fields: Difference between revisions

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You can create custom fields in [[Contact templates | contact template]] editing mode:
https://pic.planfix.ru/pf/Oy/y2RC9l.png
https://pic.planfix.ru/pf/qI/MQByhz.png
In the form that opens for adding a new custom field, select the field type, enter a name, and configure additional parameters depending on the field type:
https://pic.planfix.ru/pf/Of/0QRBR2.png
You can also set access to this field for employees or clients:
https://pic.planfix.ru/pf/p3/O2OCOx.png
The field you create will appear in the '''Main field set''' section that can be found at the bottom of the list of panels and fields. You can add it to one of the panels in the contact form by clicking its name in the list:
https://pic.planfix.ru/pf/YX/jelbvY.png
Or by dragging and dropping:
https://pic.planfix.ru/pf/Vg/fDFk1b.gif
===Please note:===
If the field was created at an earlier point, it will be in the list of fields that can be found on the left-hand side of the form. You don't need to create the field again: you can create a field once and use it multiple times, in any contact template where it's relevant.
== Go To ==
== Go To ==
*[[Custom fields]]
*[[Custom fields]]

Latest revision as of 00:46, 22 May 2020

You can create custom fields in contact template editing mode:


y2RC9l.png


MQByhz.png


In the form that opens for adding a new custom field, select the field type, enter a name, and configure additional parameters depending on the field type:


0QRBR2.png


You can also set access to this field for employees or clients:


O2OCOx.png


The field you create will appear in the Main field set section that can be found at the bottom of the list of panels and fields. You can add it to one of the panels in the contact form by clicking its name in the list:


jelbvY.png


Or by dragging and dropping:


fDFk1b.gif


Please note:

If the field was created at an earlier point, it will be in the list of fields that can be found on the left-hand side of the form. You don't need to create the field again: you can create a field once and use it multiple times, in any contact template where it's relevant.


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