The “Custom Fields” section under “Settings” allows a user to create fields that will appear on the Provider’s profile. The section will allow the user to create fields and customize the layout of the fields created.
To create a Custom Field:
Click the blue “Add Field” button
Enter the field name
Select the “Field Type” from the dropdown menu
Choose if you’d like to make the field be required for completion
**NOTE** The dropdown and date options will give you options to select the formatting.
The “Fields” section will display an overview of the custom fields that have been created.
The overview will display the:
**NOTE** Opening and viewing the custom field will allow you to edit and delete the field.
To mark a field as a “Draft” or to “Archive” the field:
Hover your cursor over the right corner of the field to trigger the dropdown (gear icon)
Click the gear icon
Select if you’d like to mark the field as a draft or archived
**NOTE** Archiving a field will set it as inactive and no longer be live. It will then fall under the “Archived” tab.
Marking a field as a “Draft” will keep the field in draft mode and will not be live on a provider’s profile.
The “Layouts” tab in the Custom Fields section will allow you to edit the layout of the fields as they display on a provider’s profile.
To edit the layout:
Hover your cursor over the dotted area beside the field
The cursor will then become a hand icon
Click and drag the field to the left or right column
Click the green “Save” button to update the changes
The “Archived” tab will display any custom fields that have been archived.
Under this tab, a field can be marked as a “Draft” or can be marked as “Active”. Activated fields will be set live and will then move to the “Fields” tab.
To unarchive a custom field:
Hover your cursor over the right hand corner of the field
Click the gear icon to trigger the dropdown menu
Select if you’d like to mark the field as a draft or active
If you have any questions please contact our support team at firstname.lastname@example.org.