HOW TO: USING THE NEW PORTAL
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Learn how to add, configure, and manage custom fields within the TekControl web application. This guide covers setting display orders, visibility options, and saving custom field configurations to enhance your workflow.
1. Navigate to the General Administration section of the web portal.
2. Click "Host Custom Fields."
3. To create a new custom field, enter the Field Name, Field Title, and Display Order.
4. For the purpose of this example, "Parking Lot" was entered as the first field. Next, select the "Field Type" dropdown menu, and choose the appropriate field type.
5. For the purpose of this example, "Parking Lot" is a text field. You can also choose from Date/Time Picker, Dropdown List, Check Box, Text Area, or Label.
6. To enable the field for admins, you must have at least the "Is Admin Visible?" box checked. If you want to make this a required field to be entered whenever a host is created, also enable "Is Admin Mandatory?"
7. If this is a field hosts should be able to view and edit, enable the "Is Host Visible?" checkbox, and if it is required for them to enter a value before saving, enable the "Is Host Mandatory?" box.
8. Once finished, click "Save"
9. Click "Cancel" to close the panel.
10. To view the custom field(s), go to Host Settings.
11. Click "Add New"
12. Scroll down to the bottom, where you can find the "Custom Fields" box and the fields that have been configured and enabled for that site.
Learn how to add, configure, and manage custom fields within the TEKControl web application. This guide covers setting display orders, visibility options, and saving custom field configurations to enhance your workflow.
1. Enter your credentials and click "Sign In".
2. Click "Administration".
3. Click "General Administration".
4. Select "Host Custom Fields" from the "Site Administration" / "Host Settings" menu.
5. To create a new custom field, enter the "Field Name", "Field Title", "Display Order", and "Field Type".
The "Field Type" can be a "Text Field", or you can also choose from "Date/Time Picker", "Dropdown List", "Check Box", "Text Area", or "Label".
6. Select your "Visibility Rules": To enable the field for admins, you must have at least the "Is Admin Visible?" box checked. If you want to make this a required field to be entered whenever a host is created, also enable "Is Admin Mandatory?"
7. If this is a field hosts should be able to view and edit, enable the "Is Host Visible?" checkbox, and if it is required for them to enter a value before saving, enable the "Is Host Mandatory?" box.
8. Once finished, click "Save".
9. Close the "Host Custom Fields" module.
10. Navigate to "Host Settings" to verify the new configuration.
11. Click "Add New" to open the host creation form.
12. Scroll to the "Custom Fields" section to verify the presence of the new field.
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