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Publishing a Table in the Custom Field

Summary

Plumm allows you to publish tables in the Personal, Work, and Money tabs under the Custom Field section in the Settings. After publishing, the table and its columns will be visible on the Profile page.

Before you begin

To publish 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 Publish 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 publish a table, and it will be reflected on the Profile page after publishing.
 

Publish a Table:

  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 Publish option.
  4. A confirmation popup will appear:
  5. "Are you sure you want to publish this table?"
    • Click Confirm to publish the table.
    • Click Cancel to keep it in Draft status.


    After Publishing:

    • The table will now be displayed in the Section Table with its columns on the Profile page.
    • The table status will change from Draft to Published.

    Frequently Asked Questions (FAQ)

    1. What happens when I publish a table?

    Once you confirm the publish action, the table and its columns will be displayed on the Profile page.

    2 . Can I publish multiple tables at once?

    No, you need to publish each table individually by selecting the Publish option next to each table.

    3. What if I accidentally click Publish?

    You can always click Cancel in the confirmation popup to prevent the table from being published.
     
     

    4. Can I edit the table after publishing it?

    Yes, you can edit the table even after it has been published. After making changes, you will need to republish it to reflect the updates on the Profile page.
     
     

    5.What if I don’t see the Publish option?

    Ensure that the table has at least one column. The Publish button will only become active after you add a column to the table.
     


    6.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.