How to Add a New Custom Field in a Contact Form

To add a new contact custom field, follow the given steps:

1. Go to the Contact Fields module.
2. Click the Add Contact Field button on the right.

Field configurations when creating a new custom field

Consider the following field configurations when creating a new custom field:

• Field Type – You can create a custom contact field using the following custom field types:

• Label for Agent Portal – Displays the field name that appears in the contact form in the agent portal.
• API Name – You can specify an API name for the custom field by providing the API name for a specific field, which will allow you to retrieve or modify the corresponding data.
• Note Message – Specifies an information text for the field.
• Note Message Display – Displays the note message below the field or as an info icon near the field.
• Below field – Displays the note message below the created field.
• As an Info near the field – The info icon is added near the field. When you hover over the icon, the note message appears as a tooltip.

Field display condition

By using the field display condition, you can show a field only when the specified conditions are met. To learn how to configure field display conditions, refer to this article.

Field configuration – agent portal

Field configuration specifies the field visibility and mandatory status for the custom field.

• By checking or unchecking the Agent can edit option, you can control the field’s visibility. If it’s unchecked, the custom field will only appear as a read-only field on the edit contact form.
• You can make a field mandatory when submitting the form.

Note: If the Agent can edit box is unchecked, you cannot make a custom field mandatory.

Field configuration – customer portal

Field configuration specifies the field visibility and mandatory status for the custom field.

• By checking or unchecking the Visible to user, you can control the field’s visibility. If it’s unchecked, the custom field will not appear on the profile page.
• By checking or unchecking the User can edit, you can control whether the field can be edited by contact. If it’s unchecked, the custom field will only appear as a read-only field on the profile page.
• By checking or unchecking the Visible in Sign Up form, you can control the field visibility on the sign-up page. If it’s unchecked, the custom field will not appear on the sign-up form.
• You can make a field mandatory when submitting the form.

Note: If the User can edit is unchecked, you cannot make a custom field mandatory.

Dropdown option values

The option values for the dropdown custom field can be added as strings. If there are multiple values, use a comma to separate them. You can perform the following actions on option values:

• Option values can be renamed or deleted. After an option value is deleted, it cannot be restored.
• Option values can be dragged and dropped for sorting. You can also sort them in alphabetical order.
• A default value for the dropdown option can be set such that it fills automatically when a form is loaded in the agent/customer portal.

Note: You also configure field dependency for the dropdown or multi-select fields. Read this article to learn how to set up field dependency.

Permission for adding a new custom field

To add a new custom field, you should enable the Manage fields and forms permission.