How to Access the Default Contact Profile Form and How to Edit Contact Form Fields?

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 below screen shot of examples. Do Not delete the standard X-CD fields. You may set the field to hidden if you do not wish to use the field. Fields that you create on your default contact profile form will begin with CustomField. The fields on the default contact profile form are shared across all modules. Within each module, using the Contact Profile screen, you may customize the display of each of these fields and set them as required. The settings in the module contact profile form will override the attributes set on the default contact profile form when the user accesses the module using the front-end landing page url.
Examples of standard x-cd fields:
Example of a client defined field:

Accessing the Default Contact Profile Form

  1. Click Dashboard
  2. Click Contacts Module
  3. Click Contacts Form button
  4. You will see a list of all fields that appear on the Contact Profile form.

NOTE: Each module will also have a contact profile menu option in the Settings screen, where you can set the attributes of the contact profile form fields for the specific module. To access the module contact profile settings, click the module > click Settings button > click Contact Profile in the horizontal menu

Editing Contact Profile Form Fields 

  1. Click Dashboard
  2. Click Contacts Module
  3. Click Contacts Form button
  4. IMPORTANT: In the Change Contact Profile Form area, select the module contact form you want to edit.
    • If there is no dropdown list, proceed to step #6.
  5. Once you've selected the contact form, a list of the current fields will display.
  6. Select the field you want to edit.
  7. If the field you are editing is an option field (radio, drop down, check box) you will see the options, and the ability to add or edit these options, once you select to edit the field
    • To make a field mandatory set 'Required' to YES
    • To make a field hidden set 'Display Field' to 'NO'
    • To set a field as an administrative field (will not display to the end user), set 'Admin Only' to 'YES'
  8. Click the Yes check box for Do you want to update other similar fields belonging to custom contact forms? (Note: This field is shared across all modules.)
  9. After updating the field options or settings, click Update Field Information button to apply your changes.


    • Related Articles

    • About the Contact Form

      There is one default Contact Form defined in your X-CD site. This Contact Form contains all of the fields you want to be associated with a contact profile and the fields are shared across all modules. Within each module, you will be able to control ...

    • 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 edit Contact Profile field attributes for the Registration Form?

      Click Dashboard Click Attendee Module Click Settings button Click Contact Profile in the horizontal menu Click the Display / Required Settings to desired requirements for each field Click Save Changes Repeat steps 5 to 6 for each field. NOTE: ...

    • How to Preview my Contact Form?

      This will allow you to preview the form to review the aesthetics of the current version of the form. The required functionality will not work as desired in this screen and should not be used to test the functionality of the form and field settings. ...

    • How to set which Contact Fields display for Submitter/Primary Contact and Co-Authors on Submissions?

      Click Dashboard Click Speakers Module Click Settings button Click Contact Profile in the horizontal menu Click the Display / Required Settings to desired requirements for each field The first column relates to the submitter, and the second column ...