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Custom User Fields

Akhil S
  • Updated

This tutorial will go over how to set up custom user fields in your store. This feature allows you to create custom fields like “Department” or “Employee ID” and have the user enter that information when they’re registering or have it as fields available in the store admin area. The core functionality allows you to add a new field with a custom label to serve the purpose of storing user/shopper account relevant information. Created custom user fields only will show up on the custom report builder to use with reporting.

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Activate the Custom User Fields Feature

You may need to first activate this feature by going into Features on your store.

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  1. Access the Features section of your store and ensure you're on the Features section of options.
  2. For the Custom User Fields option, toggle the "Active" button to on.
  3. In the new window that pop-ups up, click "Close" or "Set Up Now" to continue.

Add a New Custom User Field

Follow these steps to add a new Custom User field.

 

  1. Navigate to the Users & Groups page.
  2. Click into the Custom User Fields page.
  3. Click the "New Data Field" button.
  4. Enter new name into the Field Name* area.
  5. Click "Save" to add the new field.

Configure the New Field

After you have saved your changes you can turn on/off the sliders for this new user field. Below is a breakdown of what each slider does. 

 

  1. Show on Registration:  Enabling this will make the field visible on the user registration pages (see example below).
  2. Show on Account: Enabling this will make the fields visible for the user when they go to their account settings on the storefront (see example below). 
  3. Required: Makes the field required to be filled out.
  4. Active: Activates or deactivates the field itself (includes admin level).
  5. Actions: Click the trash can icon to delete this field and then in the confirmation window hit "Delete" to confirm your change.

Show on Registration  (example)

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Show on Account (example)

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Admin Dashboard User Account Example

Now when creating a new user (or updating an existing user's account) on the admin side, these fields will be included for you to fill out for that user under the "User Info" page of the shopper's account.

 

Custom User Fields on the User Upload Template

When using the user upload template to upload new users accounts, these fields will also be available for you to enter in on the .csv file as long as the fields are marked active. Fields marked as required must be filled out in order for the upload to process successfully.

 

Custom User Fields on the Custom Report Builder

These fields can also be added to the Custom Report (available under Reports). These fields appear under the Order Fields section. If the fields don't appear, please ensure they are active, and orders have been placed by users that have those custom user fields filled out.

 

FAQs

Q: Is it possible to use custom user fields to create a drop down listing for the user self-registration page? 

A: Yes - this is doable using custom design. You'll need to work with the Company Stores storeart team to have a list of options made available for users to select from when self-registering for a user account. 

Q: Can we require users to enter a certain format for custom user fields?

A: Yes - this is doable using custom design. You'll need to work with the Company Stores storeart team to have a the required formatting rules applied for a custom user field (e.g. Users need to provide a number which is separated by a dash: NNN-NNNN)

Q: What is the maximum allowed characters for custom user fields?

A: 255 Characters at most can be input for values contained in custom user fields.

Q: Why won't it show changes to a user's account have been successfully made?

A: Check and make sure that if there's any enabled, and required custom user fields, those must have a value.

Q: Why is my user upload file failing?

A: Check and make sure that you have the most recent user upload template. If any new custom user fields have been added, these will appear as new columns in the template.

 

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