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User Profile Fields

The fields displayed as part of the User Profile page, and the order in which those fields are displayed can be customised.

When you choose the User Profile Fields option in the Configurator, a screen as shown in this example, will be displayed. Please note: the example screen will open a new window; when you have finished and wish to return to this page, use the cross in the top right corner to close the window.

Fields shown in the 'Destination' list are the ones already included in the User Profile page. Fields shown in the 'Source' list are available to add. 

To add a field to the User Profile:

  • Highlight the field in the Source list
     
  • Click the Add > button
     
  • Click the Save button
     

You will see that the field moves to the Destination list, it will now be included in the user profile.
 

To remove a field from the User Profile:

  • Highlight the field in the Destination list
     
  • Click the < Remove button
     
  • Click the Save button
     

You will see that the field moves to the Source list, it will no longer be included in the user profile.
 

To change the order of fields in the User Profile:

  • Highlight a field in the Destination list
     
  • Click on the ^ Move Up or V Move Down button. You will notice the field has changed position
     
  • Repeat with this field and with other fields until the desired order is achieved
     
  • Click the Save button
     

It is possible to define attributes for the fields you have chosen to display in the user profile. The following paragraphs describe the options which are located underneath the destination and source lists, with some guidance for input.

Please note: You will need to click on a field (in the Destination list) to highlight it before changing or viewing its attributes.

Mandatory

Whether or not the field is mandatory. Users cannot move on from the profile page unless all mandatory fields are completed. The email field defaults to being mandatory (it is used for offline ordering or to send a password reminder for Calm-based ordering).

Line Count

The number of lines of text expected for this field. For example, 1 for salutation and 7 for address.


Label

You may wish to re-label a user profile field, perhaps to show a more 'user-friendly' field name to the public. The text entered here will appear next to the field in the User Profile. If you do not enter a label here, the original field name will be displayed. Field labels in CalmView can be different from those in Calm, and may contain spaces if required.

Validation Type

This setting defines how the field is validated. The options available are 'None' and 'Email'. Setting email validation here means that the format of any email address entered will be checked and rejected if invalid.