Manage User Custom Fields

1. Feature Overview

When you create users, there are a number of system fields available (such as first name, last name, etc.) to store their information. You can also create custom user fields (like their birthdays, work anniversaries, marital status, etc. ). You can choose the data types you want the fields to accept and customize them according to your preferences.

You can also setup automations on the basis of some of these fields. To know more, see How to Create a User Automation.

 

2. Prerequisites

You must be an Admin user to create and edit user fields. If you require more than the available number of custom fields, please write to support@leadsquared.com.

 

3. Create Custom Fields

To create a custom user field –

  1. Navigate to Settings>Users and Permissions>User Fields.
  2. Click Create.
  3. On the Create User Field (Custom) form, enter relevant details in the following properties –
PropertyDescription
Enter the display name (eg, “Birthday”, “Work Anniversary”, etc.) of the field that’s being created.
Enter the schema name of the field. Only alphanumeric characters and underscores are allowed.
DataTypeThe data type of the field. The following are the data types available, along with their limits –

  • Text – You can add up to 20 fields, with a limit of 250 characters per field.
  • Number – You can add up to 40 number fields.
  • DateTime – You can add up to 10 DateTime fields.
  • Dropdown – You can add up to 20 dropdown fields.
  • Long Text – You can add up to 10 long text fields, with a limit of 1024 characters per field.
Is MandatoryTo make this field mandatory for your users to fill in, enable the checkbox.
Is EditableTo allow your users to edit this field on the My Profile page, after they’ve submitted the details, enable the checkbox.
Is Hidden for the UserTo hide this field for the user on the My Profile page, enable this checkbox.

4. Once you’re done, click Save. You can now enter the details of each custom field while creating or editing a user from the Manage Users page. For more information, see Manage Users.

LeadSquared Custom User Fields

Note: Once published, you cannot change the DataType of a custom user field.

 

3. Edit Custom User Fields

To edit a custom user field –

  1. Navigate to Settings>Users and Permissions>User Fields.
  2. Against the field you want to edit, hover your cursor over the icon, and click Edit.
  3. On the Edit User Field (Custom) form, you can edit the following fields –
PropertyDescription
Edit the display name (eg, “Birthday”, “Work Anniversary”, etc.) of the field that’s being created.
Edit the schema name of the field. Only alphanumeric characters and underscores are allowed.
Show AsThis option will show up only for a DateType field. You can choose how the field is displayed, either as a ‘Date’ field or a ‘DateType’ field.
Is MandatoryTo make this field mandatory for your users to fill in, enable the checkbox.
Is EditableTo allow your users to edit this field on the My Profile page, after they’ve submitted the details, enable the checkbox.
Is Hidden for the UserTo hide this field for the user on the My Profile page, enable this checkbox.

4. Once you’re done, click Save.

LeadSquared Custom User Fields

 

Any Questions?

Have any questions you’d like to voice? Or any experiences with this feature you’d like to share? Please feel free to start a discussion in the comments section.

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