Adding Section in the Custom Field
Summary
To customize profile fields in Plumm, you can add sections and fields in the Personal, Work, and Money tabs under the Custom Field section in the Settings. After creating these fields, they can be published and displayed on user profiles.
Before you begin
To add a section in the Custom Field settings, you must first log in with a valid Plumm account. You should also have the appropriate permissions to access the Settings tab and the Custom Field section.
Steps to Add a Section in Custom Field:
- Login:
- Ensure you are logged into your Plumm account.
- Navigate to Settings:
- From your dashboard, go to the Settings tab.
- Open General Settings:
- Click on the General Settings tab.
- Select Custom Field:
- In the General Settings, click on Custom Field.
Custom Field Section:
In the Custom Field section, you will find three tabs:
- Personal
- Work
- Money
You can select any of these tabs to add a section, and it will be reflected on the Profile page after publishing.
Add a Section:
- Click on the Add Section button in the Personal tab (or any other tab you choose).
- A side panel will appear with three fields:
- Name (mandatory)
- Description
- Locations
- Fill in the necessary fields and click Save.
- The new section will appear under Personal with Draft status.
Adding Fields to the Section:
- To publish the section, you first need to add fields.
- Click on the section name.
- Click on the Add Field button.
- A side popup will appear asking for:
- Field Name
- Field Type (e.g., Text, Date, Number, List, etc.)
- Description
- Checkbox for Mandatory Field
- Field Type Options:
- By default, the field type is selected as Text.
- You can change it depending on the field name. For example, if the field name is Birth Date, you can select Date. This will display a date picker on the Profile page.
- Available field types include:
- Text
- Text Area
- Date
- Number
- List
- Multi-select List
- After filling out the necessary fields, click Save.
Publishing the Section:
- Once you add fields, the Publish option becomes active.
- You can now click the Publish button to make the section visible on the Profile page.
Frequently Asked Questions (FAQ)
1. What is a Custom Field?
Custom fields allow you to add specific information sections to profiles in the system, such as personal information, work details, or financial data.2 . Can I add custom fields to all tabs (Personal, Work, Money)?
Yes, you can add custom fields to any of the three tabs: Personal, Work, or Money.
3. How do I add a section to a custom field?
To add a section, navigate to the desired tab (Personal, Work, or Money) and click the Add Section button. You will need to fill in the Name, Description, and Location fields before saving.
4. Is it mandatory to publish the section to see it on the Profile page?
Yes, you need to publish the section after adding fields or tables for it to appear on the Profile page.
5. What happens if I don’t add a field to a section?
The Publish button will remain disabled until at least one field is added to the section.
6. Can I search for specific sections?
Yes, there is a search bar available in the Custom Field page. You can type the section name, and the results will be displayed on the same page.
7. Can I delete a section once it’s created?
Yes, you can delete a section by clicking the three dots next to the section name and selecting Delete.
