Creating and Managing Web User Custom Fields

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This article provides a step-by-step guide on how to create and manage custom fields for Web Users in BigChange. Custom fields are a useful feature that allows you to store specific information about your Web Users, such as their number plates or date of birth.

 

Navigating to the Web User Custom Fields Section

To access the Web User Custom Fields section, follow these steps:

  • Select the Profile icon in the top menu.
  • Select Admin Settings.
  • In the side menu, navigate to Web Users.
  • Click on Web User Custom Fields.

Web-Cust-1.png

 

Adding a New Custom Field

To add a new custom field:

  • Click on the 'add' button in the Web User Custom Fields section.
  • A new popup will open for you to complete.

Web-Cust-2.png

 

Configuring the Custom Field Settings

When creating a new custom field, it's important to configure the settings correctly:

  • Select the correct answer type for the custom field you are creating, e.g., Date for DOB.
  • Add the default value if there is one.
  • Decide whether it is a mandatory question.
  • Click 'OK' to save your new custom field.

Should you copy the custom fields from one group to another, any pre-existing custom fields in the group you are copy the fields to, will be deleted and replaced. 

Before you complete the copying of custom fields, you will receive an on-screen warning reminding you of this.

Editing an Existing Custom Field

If you wish to edit an existing custom field, simply click on it from your list in the Web User Custom Fields section and make the necessary changes.

Web-Cust-3.png

Deleteing a custom field

Deleting a custom field in BigChange is a permanent action and cannot be undone. All the data associated with that field will be lost. Therefore, it's crucial to double-check and confirm that the data in the field is no longer required before proceeding with deletion. 

The system will provide an on-screen warning asking are 'Are you sure you want to delete this custom field?' before the deletion process is completed to remind you of this.

 

Conclusion

Creating and managing custom fields for Web Users in BigChange is a straightforward process that allows you to store specific information about your users. By following the steps outlined in this article, you can effectively utilise this feature to enhance your user management capabilities.