Description: This tool allows you to extend the functionality of existing modules (such as Products, Customers, or Billing) by adding custom data fields that can be managed and displayed in various areas of the system.
What is it for? (Practical examples)
Use it to record and display information that is not provided by default in standard modules.
- Product Management: Add a "Expiration Date" or "ISO Certification" field to each product sheet, displaying it in the cart or in specific reports.
- Customer Records: Enter detailed customer information (e.g., "Industry Sector," "Secondary Contact") and use it to segment mailing lists.
- Dynamic Content: Create a "Photo Gallery" type field in a projects module, then dynamically show the images on a webpage created with the Visual Builder.
Main Features
The custom fields manager offers a wide range of options for data collection and display:
- Flexible Field Types: Allows creating fields for various needs, including:
- Text (short or long, formatted or unformatted).
- Numbers.
- Dates and Date/Time.
- Single images and Photo Galleries.
- Downloadable files.
- Videos (YouTube/Vimeo).
- Checkboxes.
- Single or multiple selection fields (dropdowns).
- Visual Builder-based fields (to insert complex layouts).
- Grouping into Tabs: Additional fields can be organized into custom tabs within the record editing screen (e.g., a separate "Technical Details" tab). If not specified, fields are placed in the default "Additional Fields" tab.
- Translation Support: Text, number, and date fields can be configured to support translation into multiple languages.
- Value Definition: For selectable fields, accepted values can be predefined.
How to configure
Configuration occurs in two phases: field creation and visibility definition.
1. Access management: Go to the plugin configuration panel (usually Settings => Custom Fields).
2. Module Selection: In the side menu, select the module you want to extend (e.g., Products, Customers, Sales Billing).
3. Field Creation: Use the builder to add a new field and fill in the following parameters:
| Option | Description |
|---|---|
| Field Name | The label that will appear to the user (e.g., "Internal Code"). |
| Field Type | Choose the input format (Short Text, Date, Gallery, etc.). |
| Tab Name | The title of the tab where the field will appear in the management module (leave empty for the default "Additional Fields" tab). |
| Accepted Values | (Only for Selectable fields) Enter possible values separated by semicolons (;). |
| Translations | Select "Translatable" if the field content needs to be managed in multiple languages. |
Display Options (Visibility)
Depending on the selected module, additional options will be available to define where the field should be shown outside of the main edit tab:
| Module | Option | Purpose |
|---|---|---|
| Products and E-commerce | Cart Visibility | Shows the field value in product details inside the cart. |
| Customers | Billing Data | Shows the field value in the customer's "Billing Data" section. |
| All Modules | Table Columns | Adds the field as a filterable and searchable column in the module's main management table (e.g., customer list). |
| Sales Billing | Reports | Includes the field value in sales reports generated by the system. |
Automatic Integrations
Custom fields automatically integrate into various parts of the system to maximize their usefulness.
1. Display with Visual Builder
You can insert a custom field’s content directly into any page, landing page, or email created with Visual Builder using the Additional Field block.
- Block Configuration:
1. Select the Source Module (e.g., Products).
2. Select the Field to show (the name of your created custom field).
3. Specify the Main Record ID: you need to indicate the ID of the specific record from which to extract data (e.g., product or customer ID). This is often done using shortcodes (e.g., {product-id} on a product page).
2. Filters and Automations
Custom field values can be used as advanced criteria for marketing automations or recipient segmentation.
- Customer Filters: You can create conditions based on a customer field’s value (e.g., "If 'Sector' equals 'Retail'").
- Sales Filters: You can filter recipients based on a custom field value present in their last order (e.g., "If customer's last order has 'Shipping Type' set to 'Express'").
3. Data Management
Fields are automatically added to data management modules for easier input:
- Record Forms: Custom fields are included under "Custom Fields" or within your defined tab when editing a record (customer, product, etc.).
- Management Tables: If configured, fields appear as columns in main module tables allowing quick filtering. For Checkbox-type fields, quick actions are available to enable or disable values directly from tables.
4. API Integration
Custom field data is also accessible via external integrations (API), allowing external systems to read and write field values for specific records.
