Auto-Suggestion Fields

Auto-Suggestion Fields

Auto-Suggestion Fields: Keeping Your Data Clean and Consistent

Overview

Auto-Suggestion Fields in X-CD are designed to help administrators maintain clean, standardized data across all modules. Instead of allowing users to input multiple variations of the same value (e.g., “UC Berkeley,” “University of California Berkeley,” “Cal Berkeley”), Auto-Suggestion Fields ensure that everyone selects from a consistent, pre-approved list of values.

This tool is especially valuable in areas such as:

  • Institution / Organization names

  • Companies (for disclosures or affiliations)

  • Countries

  • Other form-based data fields prone to duplication or typos

By implementing Auto-Suggestion Fields, you eliminate messy, inconsistent, or misspelled entries and keep your database standardized, searchable, and reliable over time.


Accessing Auto-Suggestion Settings

You can manage Auto-Suggestion categories directly from your admin dashboard:
Dashboard → Other Tools → Auto-Suggestion Settings

From here, you can add new categories, update existing ones, and import or export lists of values.


Adding a New Auto-Suggestion Category

When creating a new category, you’ll be prompted to configure several settings to control how users interact with your list.

SettingDescription
Category TitleThe name of your Auto-Suggestion category (e.g., “Institutions,” “Companies,” “Countries”).
User Able To Add Own ValuesChoose Yes if you want end users to add new values that aren’t currently in your list. Choose No to restrict entries to your pre-approved dataset.
User Able To Select Multiple ValuesAllows users to select more than one value (useful for fields like “Affiliated Organizations”).
New Values Are Auto-ApprovedWhen set to Yes, any user-submitted values will automatically be added to your master list. When set to No, admin approval is required before new entries are added.
Email Admin On New ValueAutomatically notify an administrator when a new value is submitted.
Email ListSpecify which email(s) should receive notifications for new submissions.

Importing a Clean Dataset

To start off on the right foot, we recommend importing a cleaned, standardized list of values from your existing database before enabling the field for end users.
For example, if you’re creating an “Institution” Auto-Suggestion category:

  1. Export recent institutional data from your contact records.

  2. Clean and standardize the values (e.g., fix typos, merge duplicates).

  3. Import this list into your new Auto-Suggestion category.

This ensures that your users start with a high-quality dataset, maintaining integrity from day one.


Example in Action

Let’s say your preferred database value is “University of California, Berkeley.”

When a user begins typing “Berkeley”, the Auto-Suggestion Field will display your standardized entry:

University of California, Berkeley

This prevents users from entering variations such as:

  • UC Berkeley

  • Berkeley University

  • Cal Berkeley

  • UCB

Instead, your data remains perfectly consistent—making reporting, analytics, and integrations far more accurate and efficient.


Best Practices

  • Start clean: Always begin with a deduplicated, verified list.

  • Review new entries periodically: If allowing user-submitted values, audit them occasionally to prevent drift.

  • Use across forms: Apply Auto-Suggestion Fields wherever free-text data can become inconsistent (institutions, sponsors, countries, etc.).

  • Keep notifications on: If quality control is important, enable admin email alerts for new submissions.


Summary

Auto-Suggestion Fields are one of the simplest yet most effective tools for maintaining data integrity within your X-CD system. By controlling the inputs that flow into your forms and databases, you prevent years of accumulated inconsistencies—saving time and ensuring cleaner reporting, smoother integrations, and better user experiences.



    • Related Articles

    • Managing Auto-Suggest Lists

      An auto-suggest list is used in order to standardize information entered by users. An example of when an auto-suggest list is used is for an Academic Institution listing on the contact profile form. The academic institution list is a compilation of ...
    • Hiding Flags within Contact Form Fields

      How to hide country flags for fields in the Contact Form Within the contact form in the contacts module, when users select their country and phone numbers, by default, the country flags will appear on the front end. To remove the flags from ...
    • Setting Contact Fields to display for Submitter/Primary Contact and Co-Authors on Submissions

      NOTE: Modifying the contact profile fields for the Submission Form will not impact other modules.
    • Company Profile Fields

      The companies module has a distinct company profile with company profile fields. There is a set of standard X-CD defined company profile fields. These fields cannot be removed, but can be re-labelled. You may defined your own set of fields which will ...
    • How to Access the Default Contact Profile Form and How to Edit Contact Form Fields?

      About the Default Contact Profile Form The default contact profile form will contain the standard X-CD fields. You will be able to identify these types of fields as there will be a specific label underneath the field in the field grid view. Refer to ...