User Information Fields
Last updated: May 11, 2020 by JTG
Last updated
Last updated: May 11, 2020 by JTG
Last updated
Purpose: To manage information that should appear on a user. For now, these fields will only appear for Students.
Prerequisite/Dependencies: None
Output: Updated user information fields that appear on user's profile
Go to Users > User setup > User Information Fields
1) Click New Group.
2) Input Label for the group.
3) Once done, don't forget to click Add field group.
The arrangement of the groups is how it will appear in the user's profile.
1) Place the mouse pointer in the group to arrange; the hand pointer should appear.
2) Drag-and-drop the group on the desired position.
1) Click + Add New field.
2) Fill out the necessary details:
Label - what to call the field
Field Type - choose among:
Text Field - free-form
Number Field - only numbers are allowed
Dropdown - create a selector in which user can select one
Dropdown Multiple - create a selector in which user can select more than one
File - for attachments
Email - for email address
Date - for date-related input (e.g. birth date)
Bind to - can be blank; if a field is bound to any of the following, its value is what will reflect in the SF1 report:
Address Line 1
Address Line 2
Barangay
City
Zip Code
Require (tickbox) - when ticked, user is required to input information for this field
3) Once done, don't forget to click Add field.
The arrangement of the fields is how it will appear in the user's profile.
1) Place the mouse pointer in the field to arrange; the hand pointer should appear.
2) Drag-and-drop the field on the desired position.
