Managing Custom Fields in the Settings Section
Summary
Plumm allows users to manage custom fields in the Settings section. You can add, edit, and publish custom fields in the Personal, Work, and Money tabs of the General Settings. This allows you to tailor profile information based on your organization’s needs. The process includes adding sections, fields, and tables, and publishing them to make them visible on user profiles. Additionally, a search bar helps you find specific sections quickly.
Before you begin
To access and manage custom fields in the Settings section, ensure you are logged in with a valid Plumm account. Additionally, you should have the necessary permissions to access the Settings and Custom Fields section.
Steps to Manage Custom Fields:
- 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 reflect on the Profile page after publishing.
Add a Section:
- Click on the Add Section button in the Personal tab (or any tab you choose).
- A side panel will appear with the following fields:
- Name (mandatory)
- Description
- Locations
- Once you fill in the necessary fields, click Save.
- The new section will appear under Personal with Draft status.
Publish or Edit a Section:
- Click on the three dots next to the section name.
- You will see the options:
- Edit
- Publish (disabled until at least one field is added)
- Delete
- Hovering over the Publish button will show a tooltip: "No sections can be published without adding at least one field."
Adding Fields to a Section:
- Click on the section name.
- Click on the Add Field button.
- A side popup will appear asking you to fill in:
- Field Name
- Type
- Description
- Checkbox for mandatory field
- After filling out the necessary fields, click Save.
Adding a Table:
- To add a table, click on the Add Table button.
- A popup will appear asking you to fill in:
- Field Name
- Type
- Description
- Checkbox for mandatory field
- After updating the information, click Save. The table will then display in the Personal tab.
Publishing the Section:
To display the section, field, and table on the Profile page, you need to publish the section:
- Click on the three dots next to the section name.
- The Publish button will become active.
- Click Publish to display the section on the Profile page.
Search for Sections:
You can also use the Search Bar on the Custom Field page to search for a section by name. The result will be displayed on the same 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.
