How to Add a New Custom Field in a Contact Form
To add a new contact custom field, follow the given steps:
- Go to the Contact Fields module.
- Click the Add Contact Field button on the right.
Field configurations when creating a new custom field
Consider the following field configurations when creating a new custom field:
- Field Type – You can create a custom contact field using the following custom field types:
- Textbox (single line)
- Textbox (multi-line)
- Checkbox
- Yes or No
- Date
- Date Time
- Numeric
- Decimal
- Dropdown (single-select)
- Dropdown (multi-select)
- Regex
- URL
- Label for Agent Portal – Displays the field name that appears in the contact form in the agent portal.
- API Name – You can specify an API name for the custom field by providing the API name for a specific field, which will allow you to retrieve or modify the corresponding data.
- Note Message – Specifies an information text for the field.
- Note Message Display – Displays the note message below the field or as an info icon near the field.
- Below field – Displays the note message below the created field.
- As an Info near the field – The info icon is added near the field. When you hover over the icon, the note message appears as a tooltip.
Field display condition
By using the field display condition, you can show a field only when the specified conditions are met. To learn how to configure field display conditions, refer to this article.
Field configuration – agent portal
Field configuration specifies the field visibility and mandatory status for the custom field.
- By checking or unchecking the Agent can edit option, you can control the field’s visibility. If it’s unchecked, the custom field will only appear as a read-only field on the edit contact form.
- You can make a field mandatory when submitting the form.
Note: If the Agent can edit box is unchecked, you cannot make a custom field mandatory.
Field configuration – customer portal
Field configuration specifies the field visibility and mandatory status for the custom field.
- By checking or unchecking the Visible to user, you can control the field’s visibility. If it’s unchecked, the custom field will not appear on the profile page.
- By checking or unchecking the User can edit, you can control whether the field can be edited by contact. If it’s unchecked, the custom field will only appear as a read-only field on the profile page.
- By checking or unchecking the Visible in Sign Up form, you can control the field visibility on the sign-up page. If it’s unchecked, the custom field will not appear on the sign-up form.
- You can make a field mandatory when submitting the form.
Note: If the User can edit is unchecked, you cannot make a custom field mandatory.
Dropdown option values
The option values for the dropdown custom field can be added as strings. If there are multiple values, use a comma to separate them. You can perform the following actions on option values:
- Option values can be renamed or deleted. After an option value is deleted, it cannot be restored.
- Option values can be dragged and dropped for sorting. You can also sort them in alphabetical order.
- A default value for the dropdown option can be set such that it fills automatically when a form is loaded in the agent/customer portal.
Note: You also configure field dependency for the dropdown or multi-select fields. Read this article to learn how to set up field dependency.
Permission for adding a new custom field
To add a new custom field, you should enable the Manage fields and forms permission.