How to Manage the Options or Choices Under a Field?

How to Manage the Options or Choices Under a Field?

In the individual field option value screen, you may change the field option label, and choose whether the value should display. There are 2 more advanced features used with field values in our system. You may choose groups to add the user to if they select this particular value, and you may also select other fields that will now be required if the user selects this value.

  1. Click Dashboard
  2. Click Contacts Module
  3. Click Contact Forms button
  4. Click the Edit button beside the field you want to edit e.g. Prefix
  5. Scroll down and click on
    1. 'Add New Options To This Field' button to add a new option
      1. Enter an Option Label
      2. Enter a Database Label NOTE: Usually you will want the Option Label and Database Label to be the same.
      3. Scroll down, click Add Option button to save

    2. Click Edit button beside the Option to make an update or change an existing option
  6. Scroll down and click the Update button to save your changes.

    • Related Articles

    • 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 ...
    • 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 Information?

      Quick Batch Updates: Click Dashboard Click Contacts Module in left-side menu Click Display Columns button to select fields to appear in the grid. For each field, click inside the cell to open an editable text box, then click your Return/Enter button ...
    • How to Add a New Field to the Contact Form?

      Click Dashboard Click Contacts Module in the left side menu Click Contact Forms button Click + Add New Field button near the top of the screen Select the Field Type In the Existing Field, from the dropdown, select New Custom In field label, enter a ...
    • How to Add a New Field to an Exhibitor Form?

      Click Dashboard Click Exhibitor Module Click and expand Exhibitor Settings in the left-side menu Click Registration Setup Select Registration Fields Click + Add New Field button Select the Screen for the field to appear on Select if the item being ...