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Editing a Table in the Custom Field

Summary

Plumm allows you to edit tables in the Personal, Work, and Money tabs under the Custom Field section in the Settings. After editing a table and adding columns, you can publish the changes, and they will reflect on the Profile page.

Before you begin

To edit a table in the Custom Field settings, you must first log in with a valid Plumm account. Ensure you have the necessary permissions to access the Settings tab and the Custom Field section.

Steps to Add a Table in Custom Field:

  1. Login:
    • Ensure you are logged into your Plumm account.
  2. Navigate to Settings:
    • From your dashboard, go to the Settings tab.
  3. Open General Settings:
    • Click on the General Settings tab.
  4. 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 edit a table, and the changes will be reflected on the Profile page after publishing.
 

Edit a Table in a Section:

  1. Click on any section in the Personal tab (or any other tab).
  2. Go to the Section Table and click on the three dots next to the added table.
  3. Select the Edit option.
  4. A side panel will appear with the following fields:
    • Name
    • Description
  5. Update the necessary fields and click Save.
  6. The table will now appear in the Section Table with Draft status.


    Editing Columns in the Table:

    1. To make the Publish button active, you must add or edit a column in the table.
    2. Click on the table name.
    3. Click on the Add Column button.
    4. A side popup will appear asking for:
      • Column Name
      • Column Type (e.g., Text, Date, Number, List, etc.)
      • Description
      • Checkbox for Mandatory Column
    5. Column Type Options:
      • By default, the column type is selected as Text.
      • You can change it based on the column name. For example, if the column name is Birth Date, you can select Date. This will display a date picker on the Profile page.
      • Available column types include:
        • Text
        • Text Area
        • Date
        • Number
        • List
        • Multi-select List
    6. After editing the column, click Save.

    Publishing the Table:

    1. Once you add or edit a column, the Publish option becomes active.
    2. Click the Publish button to make the table visible on the Profile page.

    After Publishing:

    • The table will be displayed in the Section Table with the added or edited columns on the Profile page.

    Frequently Asked Questions (FAQ)

    1. What is a Table in Custom Fields?

    A table allows you to organize and display structured data in a section, with columns for different types of information.

    2 . Do I need to add or edit columns before publishing the table?

    Yes, you need to add or edit at least one column before the Publish button becomes active.

    3. Can I add multiple columns to the table?

    Yes, you can add multiple columns by clicking the Add Column button. Each column can have its own field type and description.
     
     

    4. What happens after I publish the table?

    The table, along with the added or edited columns, will be visible on the Profile page.
     
     

    5. Can I delete a table once it’s created?

    Yes, you can delete a table by clicking on the three dots next to the table name and selecting Delete.
     


    6.What if I don’t see the Edit option for a table?

    Ensure you have the correct permissions. If you still don’t see it, check if you are viewing the correct section and table.

     

    7. What if I don’t see the Custom Field feature?

    If you cannot access the Custom Field section, contact your system administrator or HR team for access permissions.