Documentation: Custom Fields

Selecting Customers on the Projects menu and then selecting Custom Fields displays the Custom Fields screen, illustrated below. Custom Fields that you create are displayed on a Custom Fields list, with the Name, Type, Required and Value information shown for each line on the list.

Use the Custom Fields option to add your own Subscription Form fields which users can then be required to complete when subscribing to your products. Input types can be by Selection (drop-down) or Data Entry. Follow the steps below to work with the Custom Fields screen.

 

  1. Click  to add a new Custom Field to the system. Please refer to the Adding a Custom Field section of the document for details on adding Custom Fields to Azimio.
  2. Click the Name link for a line on the Custom Fields list or click  to make modifications to an existing Custom Field. Please refer to the Editing a Custom Field section of the document for details on modifying existing Custom fields.

 

Adding a Custom Field

Clicking  on the Custom Fields screen allows you to add Custom Fields to the system using the New Field screen, shown in the following illustration. Use the steps below to add a Custom Field to Azimio.

 

  1. Enter a Name for the new Custom Field in the Name text field. This is a required entry.
  2. Select the Type that the new Custom Field will be by making a selection from the Type list. Available options are Input and Select. This is a required selection.
  3. Enter a value for the new Custom Field in the Value text field.
  4. Indicate whether or not the Custom Field will be a Required field by selecting the Yes or No radio button.
  5. Click  to save the Custom Field to the system.

 

Editing a Custom Field

As previously noted, clicking the Name link for a line on the Custom Fields list or clicking  allows you to make modifications to an existing Custom Field using the Edit Field screen, illustrated below. Make any modifications necessary on this screen and then click  to save your changes to the system.

 

Deleting a Custom Field

Clicking  on the Edit Custom Field screen allows you to remove a Custom Field from the system. However, before performing the deletion a Confirmation window, illustrated below, is displayed to ensure that is your intention. Click OK to proceed with the deletion or click Cancel to close this window without deleting the Custom Field.

 

 

 

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