User Information Fields

This feature allows you to set which information fields will appear for a user profile.

Access and Navigation

To access this module, go to Users > User Setup > User Information Fields

Create a New Information Group

• To create new field groups, click on the New Group button on the upper-right side of the page

• Fill up the details as necessary:

  • Label - Name of the field group

  • Field Access - set who can access the group/fields

    • Use PER FIELD Access - Each field in this group has its access (editable by/viewable by)

    • Use GROUP FIELD Access - All fields in this group follow the access of the group

  • Editable By - Set who can edit the fields

  • Viewable By - Set who can see the fields. These users can see but cannot edit the fields

• Click Add field group once done

Edit an Information Group

• To edit a field group, click the Pencil button on the field group

• Edit the details as necessary:

  • Label - Name of the field group

  • Field Access - set who can access the group/fields

    • Use PER FIELD Access - Each field in this group has its access (editable by/viewable by)

    • Use GROUP FIELD Access - All fields in this group follow the access of the group

  • Editable By - Set who can edit the fields

  • Viewable By - Set who can see the fields. These users can see but cannot edit the fields

• Click Save Changes once done

Arrange Information Groups

The arrangement of the fields is how they will appear in the user's profile.

• To re-arrange the groups, hover your cursor over the group you’d like to arrange. The hand pointer should appear

• Drag-and-drop the group to the desired position

Delete an Information Group

• To delete a field group, click the Trash bin icon on the field group

• Confirm your selection

Create New Fields inside an Information Group

• To add fields to a group, click + Add New Field on the group

• A new pop-up appears. Fill up the details as needed:

  • Label - Name of the field

  • Field Type - Set what data is expected to be entered. Possible options include:

    • Text Field

    • Number Field

    • Dropdown

    • Date

    • File

    • Email

    • Text Area

    • Checkbox

  • Binds To - Set whether to link this field to data that will be reflected in SF1 reports

  • Editable By - Set who can edit the fields

  • Viewable By - Set who can see the fields. These users can see but cannot edit the fields

  • Required - Set if this field is required. Users will not be able to proceed if the required fields are empty

  • Include in reports - Choose whether to include this field in the generated reports template

• Click the Add field button once done

Edit a Field inside an Information Group

• To edit a field, click the Pencil icon on the field

• A new pop-up appears. Modify the details as needed:

  • Label - Name of the field

  • Field Type - Set what data is expected to be entered. Possible options include:

    • Text Field

    • Number Field

    • Dropdown

    • Date

    • File

    • Email

    • Text Area

    • Checkbox

  • Binds To - Set whether to link this field to data that will be reflected in SF1 reports

  • Editable By - Set who can edit the fields

  • Viewable By - Set who can see the fields. These users can see but cannot edit the fields

  • Required - Set if this field is required. Users will not be able to proceed if the required fields are empty

  • Include in reports - Choose whether to include this field in the generated reports template

• Click Save Changes once done

Arrange the fields inside an Information Group

• To re-arrange the fields, hover your cursor over the field you’d like to arrange. The hand pointer should appear

• Drag and drop the field to the desired position

Delete a Field inside an Information Group

• To delete a field, click the Trash bin icon on the field group

• Confirm your selection