User Information Fields

Last updated: May 11, 2020 by JTG

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

Creating a New Information Group

1) Click New Group.

2) Input Label for the group.

3) Once done, don't forget to click Add field group.

Renaming an Information Group

Arranging Information Groups

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.

Deleting an Information Group

Adding New Fields inside an Information Group

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.

Editing a Field inside an Information Group

Arranging the fields inside an Information Group

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.

Deleting a Field inside an Information Group

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