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General

Getting started Creating content Installing plugins Customizing upper bar Customizing bottom bar Changing template Try the app Changing Rules Changing Logo Accessing Web App
Changing the design Customizing Design Typography Button Colors Hiding an element Resizing, Rotating & Cropping Images Marketplace App Designs
Add a sidebar menu Creating a sidebar Customizing the sidebar Restoring default sidebar
Create intro slides Setting up intro slides Duplicating a slide
Workstations Understanding Workstations Mail Groups & Accounts
Publishing your app App Store Submission App Icon App Store Description Keywords Screenshots Startscreen Google Feature Graphic Apple Guidelines All Set, Submit
Custom web-app domain Setting Up Custom Domain Domain Redirects
Account & Help Troubleshooting Granting Support Access Manage Subscriptions Changing Account Info Restart from scratch
Pages & Categories Creating pages Creating categories Creating sub-categories Linking categories Creating user-targeted content Limiting to Registered Users Only Upperbar & Bottombar Categories Horizontal Scrolling Pages Google Maps Marker

Videos

Mastering the content editor Pixel perfect design Setup your E-Commerce Store Configure your booking engine Event-System / Drop-In

Popular

App Store Submission Creating Push Notifications Typography Changing template Changing Rules

Business Modules

E-Commerce / Shop Setting Defaults Creating Articles How to Design Product Pages? Making Orders Receiving Orders - Workstations Receiving Orders - Admin Viewing Results & Stats Restrict Countries Enabling Loyalty Points Adding Variations and Modifiers Using Ingredients Enabling Tips Enabling Customer Ratings Setting up Upsell & Cross-sell Setting up Packages Enabling Value Added Taxes Enabling Shipment Costs More Customer Data
Event-System / Drop-In Creating Event Categories Creating Events Adding to Content Making Event Bookings Event Bookings on Workstations Event Overview in Admin
Real-time Chat Setting Up Live Chat
Reservation & Booking System Setting Defaults Creating a Predefined Booking Creating a Flexible Booking Restaurant Booking Apps Hourly Bookings Daily Bookings Making Bookings Receiving Bookings - Workstations Receiving Bookings - Admin Viewing Results & Stats

New

Custom Developer Accounts Introduction / FAQ
Creating an Apple Developer Account Create an Apple-ID Enrollment / Account creation Individual / Sole Proprietor Company / Organization Inviting Zappter to your Apple Developer Account Creating your first app and app identifier Create an Apple Distribution Certificate Creating your provisioning profile Creating an Apple Push Certificate Creating App Store Connect Key
Creating a Google Developer Account Create a Google Account Creating a Google Developer Account Google ID Verification Inviting Zappter to your Google Developer Account Granting API-Access to your Google Developer Account
App Submission Renewing Push-Certificate
Forum Setup your EULA Forum settings Create forum categories Adding a forum widget
CSS Editor Creating CSS Testing the CSS
Loading Indicators Enabling a loading indicator
In-App Purchases Guidelines
Requirements Connect your developer accounts Obtain Google Billing Key Generate & Upload APK / AAB File Accept Apple Paid Apps Agreement
Types of In-App Purchases
Using In-App Purchases Creating In-App Purchases
Using Subscriptions Setup Webhooks Create subscriptions in the Apple App Store Create subscriptions in the Google Play Store
Using In-App Entitlements Locking / Unlocking Content Troubleshoot
QR-Code Rating System Creating a campaign Configure settings
Verified Profile Enable profile verification Custom fields Accepting verification requests
Epson Print Plugin Printer setup Creating a printer Printing / Testing SSL Quirks & Help Troubleshoot / Help
Buy & Consume Create a system to buy and consume Allow users to purchase credit Allowing users to consume Viewing transactions Manually adjust the account balance Enabling "My Balance" page Automatically grant consumables

More Tutorials

Accordion Adding Accordion to Content
Add a sidebar menu Creating a sidebar Customizing the sidebar Restoring default sidebar
Age Clearance Setting Up Age Clearance
App-Banner Setting Up Using App Banner
Apple SignIn Integrating Apple
Article Groups Article Groups Managing Article Groups Using Article Groups Ordering - Mobile
Audio Player Adding to Content Sample on the Mobile Device
Audio Stream Adding Audio Steam to Content
Bexio Integration Obtaining an API-Key
Bottom & Upper Bar Customize bottom bar Customize upper bar
Buy & Consume Create a system to buy and consume Allow users to purchase credit Allowing users to consume Viewing transactions Manually adjust the account balance Enabling "My Balance" page Automatically grant consumables
CRM - Custom Fields Extension Creating Custom Fields Custom Field Example Configuring Custom Fields Using Custom Fields Custom Fields on Sign-up Page
CRM - Email Extension Sending Emails from Profiles
CRM - File Extension Profile Attachments Adding Quick-access in Bottom Bar
CRM - Notes Extension Adding Notes to a Profile
CRM - Tags Extension Tagging Profiles User targeted content
CRM User Groups Creating user groups Creating registration pages
CSS Editor Creating CSS Testing the CSS
Checkable Content Adding checks
Color-Picker Using Color Picker
Colors Setting Color Schemes
Contact Form Customizing Contact Forms Adding Contact Form on Content
Content Groups Creating Content Groups QR Code, Link & Iframe
Cookie Policy Generator Generating Cookie Policy Adding to Sidebar
Countdown Timer Add a countdown
Covid Tracing Plugin Setting Up COVID Tracing
Create intro slides Setting up intro slides Duplicating a slide
Custom Developer Accounts Introduction / FAQ
Creating an Apple Developer Account Create an Apple-ID Enrollment / Account creation Individual / Sole Proprietor Company / Organization Inviting Zappter to your Apple Developer Account Creating your first app and app identifier Create an Apple Distribution Certificate Creating your provisioning profile Creating an Apple Push Certificate Creating App Store Connect Key
Creating a Google Developer Account Create a Google Account Creating a Google Developer Account Google ID Verification Inviting Zappter to your Google Developer Account Granting API-Access to your Google Developer Account
App Submission Renewing Push-Certificate
Custom Form Rule Creating Form Rules Using Form Rules
Custom Payment Rules Creating Payment Rules Using Payment Rules
Custom web-app domain Setting Up Custom Domain Domain Redirects
Datatrans Integrating Datatrans Adding Datatrans Rule
Date Slider Creating Date Slider Adding Date Slider
DeepL Setting Up DeepL
Delivery System Basic configuration Costs on order types
Disable upper distance Setting Up
Document Uploader & Embedder Setting Up Doc. Uploader
E-Commerce / Shop Setting Defaults Creating Articles How to Design Product Pages? Making Orders Receiving Orders - Workstations Receiving Orders - Admin Viewing Results & Stats Restrict Countries Enabling Loyalty Points Adding Variations and Modifiers Using Ingredients Enabling Tips Enabling Customer Ratings Setting up Upsell & Cross-sell Setting up Packages Enabling Value Added Taxes Enabling Shipment Costs More Customer Data
EULA Generator Creating an EULA Display EULA in the app
Embed Video Adding Video to Content
Epic Games OAuth Integrating Epic
Epson Print Plugin Printer setup Creating a printer Printing / Testing SSL Quirks & Help Troubleshoot / Help
Event-System / Drop-In Creating Event Categories Creating Events Adding to Content Making Event Bookings Event Bookings on Workstations Event Overview in Admin
Facebook OAuth Integrating Facebook
Favorites Setting Up Favorites Turning off Favorites
Form Generator: Points Calculator Configuration of the points calculator Adding a form element
Formgenerator Setting Forms Defaults Creating Forms Assigning Forms Inline Forms - App Content Form Buttons - App Content Forms in Mobile
Forum Setup your EULA Forum settings Create forum categories Adding a forum widget
Gallery Album Extension Creating an album Creating a gallery element
Gallery Using Gallery
Gastronomy Toolkit Showing the list
Github OAuth Integrating GitHub
Google Analytics Setting Up Google Analytics
Google Maps Adding Google Maps Using Markers with Categories Maps on Mobiles
Google OAuth Integrating Google
Google Tag Manager Integrating Google Tag Manager
Google Translate - By Zappter Enabling Non-API Translation
Horizontal Scrolling Adding Horizontal Scrolling
Hotjar Integrating Hotjar
Howler Audio Player Adding Howler Audio Player
Hubspot Chat Integrating HubSpot Chat Customizing Chat Widget
IP-Address Limitation Setting Default Messages Adding IP-Limit Rule
Iframe Element Creating Iframe
Image Zoom Enabling Image Zooming
In-App Purchases Guidelines
Requirements Connect your developer accounts Obtain Google Billing Key Generate & Upload APK / AAB File Accept Apple Paid Apps Agreement
Types of In-App Purchases
Using In-App Purchases Creating In-App Purchases
Using Subscriptions Setup Webhooks Create subscriptions in the Apple App Store Create subscriptions in the Google Play Store
Using In-App Entitlements Locking / Unlocking Content Troubleshoot
Ingenious QR-Codes Creating QR-Codes Managing QR-Codes Using Your QR-Code / Link
Ingredient System Creating Ingredients Creating Ingredient Groups Assigning Ingredients Ordering with Ingredients Viewing Results in Stats
Instagram Integrating Instagram Adding Instagram Feed
Legal Disclosure Generator Generating Legal Disclosure Adding to Sidebar
Levitating Shopping Cart Setting Up Levitating Shopping Cart
Link Adding URL Links
Loading Indicators Enabling a loading indicator
Lottie JS Adding Lottie Animation
Loyalty Points Loyalty Points Defaults Overriding Loyalty Earnings Adding Loyalty Rule Tracking Points in Admin Buying with Points Viewing Available Points
Mailchimp Integrating MailChimp Managing Subscriptions Exporting to Mailchimp
Mailerlite Integrating MailerLite
Microsoft Azure OAuth Integrating MS Azure
Mini Golf Game Setting Up Mini Golf Game Adding to Content
Minimum Order Value Enabling Min. Order Value
Modifiers Creating Modifiers Creating Modifier Groups Assigning Modifiers Ordering with Modifiers Viewing Results in Stats
Multilingual App Adding Languages Managing Languages
Multiple Admin Users Creating Admin Users
Non-Tax Attachments Creating Non-tax Attachment Assigning Non-Tax Attachments
Opening Hours Setting Up Opening Hours
Order Export / Fulfillment Tool Creating Order Exports Managing exports
PDF Widget Displaying PDFs on Content
Pages & Categories Creating pages Creating categories Creating sub-categories Linking categories Creating user-targeted content Limiting to Registered Users Only Upperbar & Bottombar Categories Horizontal Scrolling Pages Google Maps Marker
PayPal Integrating PayPal Adding PayPal Rule
Paymob Integrating Paymob Adding Paymob Rule
Payrexx Integrating Payrexx Adding Payrexx Rule
Permission Groups Permission Groups Creating Admin-Users Linking Permission Groups to Users
Picture Marker Using Picture Marker
Picture collection game Setting Up Adding to Content
Picture Adding Images Working with Image Gallery Enhance, Resize, Crop Images
Places Setting Defaults Creating Places Managing QR Codes Creating Events Adding Places Rule Troubleshooting Maximize Your Benefits
Privacy Policy Generator Generating Policy Text Adding to Sidebar
Promotions & Discounts Creating Promotions Promotion on Devices
Publishing your app App Store Submission App Icon App Store Description Keywords Screenshots Startscreen Google Feature Graphic Apple Guidelines All Set, Submit
Push-Notifications Setting Defaults Creating Push Notifications Enabling Push in Content Enabling Push in Slides Enable Push at App Start Checking Push Status
QR-Code Rating System Creating a campaign Configure settings
QR-Code Scanner Setting Up QR Code Scanner
RSS Feed Setting Up RSS Feeds RSS from WordPress Sites
Rating System Setting Up Rating
Real-time Chat Setting Up Live Chat
Receipts Customizing Receipts
Recommendations Setting Up Recommendations Recommendation on Mobile
Request System Creating Requests Making Requests Receiving Requests - Workstations Receiving Requests - Admin Viewing Results & Statistics
Reservation & Booking System Setting Defaults Creating a Predefined Booking Creating a Flexible Booking Restaurant Booking Apps Hourly Bookings Daily Bookings Making Bookings Receiving Bookings - Workstations Receiving Bookings - Admin Viewing Results & Stats
Rounded Buttons Using Rounded Buttons
SMS-Authentication Setting Up SMS Authentication
SMTP Mailer Setting Up SMTP Mailer
Scavenger Hunt Setting Up Adding to Content
Search Bar Adding Search Bar
Sendgrid Integrating SendGrid
Service Stations Setting Up Service Stations Creating Service Stations
Shipment costs Basic configuration Shipping rules Setting item weights Shipment tracking
Shopify Connector Using Shopify Connector
Shortcuts Creating, Editing Shortcuts
Sidebar Elements Adding Sidebar Elements
Simple Inventory Setting Up Simple Inventory Tracking Inventory
Slider Setting Up Sliders
Spotify Widget Adding Spotify Widget
Stamp-System Setting Up Stamp Defaults Adding Stamp Rule Allow 'Full Price' with Stamps Adding Stamps - Workstations
Stores Creating New Stores Creating Store Content Multistore Advanced Tasks
Stripe Integrating Stripe Adding Stripe Rule
Surcharges Setting up Surcharges
Tags & Filters Creating tags Assign tags to elements Add filters & dropdowns
Tawk Chat Integrating Twak Chat
Terms & Conditions Creating Terms & Conditions Adding to Sidebar
Text in Picture Adding Text in Picture
Text Adding Text to Content
Tip & Gratuity Setting Up Tips
Title Adding Title to Content
Transfer Orders Day-end Transfers to POS
Twilio SMS Gateway Integrating Twilio SMS
Twint by Payrexx Integrating TWINT Adding TWINT Rule
Twitch OAuth Integrating Twitch
Twitch Widget Adding Twitch Widget
VIP Payment Rule Setting Up VIP Pay Rule Adding VIP Pay Rule
VK OAuth Integrating VK
Value added taxes Defining Taxes Adding Taxes VAT Reporting
Variations Variations Default Creating Variations Assigning Variations
Vbout Integrating Vbout Using Vbout
Verified Profile Enable profile verification Custom fields Accepting verification requests
Video Bulk Uploader Uploading videos
Video Adding a Video
Voucher System Voucher Defaults Creating Vouchers Distributing & Managing Vouchers Using Vouchers
Wallee Integrating Wallee Adding Wallee Rule
Whitelabel E-Mail Setting Up Whitelabel Email
WooCommerce Connector Using WooCommerce Connector
Workstations Understanding Workstations Mail Groups & Accounts
YesStreaming Player Adding YesStreaming to Content
Youtube Channel Adding YT Channel to Content
Youtube Playlist Add YT Playlist to Content
ZIP-Code Limitation Setting Up Zip Code Limitations Adding Zip Code Rule
Zappter CRM - My Customers Managing CRM Profiles Other CRM Plugins
ePUB: E-Book Reader Setting Up ePub: E-Book Reader
Documentation

Configuring Custom Fields

Documentation CRM - Custom Fields Extension Configuring Custom Fields

Configuring custom fields

As soon as you have created a Custom Field, your next task is to configure its characteristics such as it's length, data validation, value dependency, default values, associated icon, and other constraints as you're going to read below.

This document explains:

  1. Each attribute you can set on a field
  2. What field type the attribute applies
  3. Description of attribute
When you create a Custom Field by going to Admin > CRM Customers > Own Fields > [select to add a field], the below field configuration screen comes:
Depending on the field you select to add, there can be different tabs you get to configure. This document explains each tab's functionalities and for which field type the tab applies to.
General tab:
image.png 133.84 KB
Options on the tab:

  • Name: the name of the custom field
  • Unique ID: System assigned ID. Leave as default
  • Internal Note: Internal note for other admin users to know why the field is created or similar reasons
  • Required: Make the entry mandatory in this field
  • Hide: Hide the field
  • Show on sign up page: When you enable this tick, the field is shown on the user registration page. Also, read the section, Custom Fields and Sign-up Page for example configuration on it
Applies to these field types:

  • Data Elements > Text Field
  • Data Elements > Multi-Line
  • Number Fields > Number Field
  • Number Fields > Payment
  • Dropdown's & Lists > Dropdown
  • Dropdown's & Lists > List
  • Dropdown's & Lists > Grid
  • Checkbox & Toggle > Checkbox
  • Date & Time > Date
  • Date & Time > Time
  • Date & Time > Date & Time 
  • Date & Time > Birthday
  • Values & Rows > Rows
  • Values & Rows > Json
  • Upload > Custom
  • Upload > Documents
  • Upload > Images
  • Upload > Crop 
  • Upload > Videos
  • Upload > Archives
  • Content > Text
  • Content > Picture
  • Others > Password Field
  • Others > Color Picker
  • Others > Signature
  • Others > Hidden Field
Placeholder tab:
image.png 390.97 KB
Options on the tab:

  • Placeholder: This is the default or placeholder text displayed to user by default on this field
Applies to these field types:
 
  • Data Elements > Text Field
  • Data Elements > Multi-Line
  • Number Fields > Number Field
  • Number Fields > Payment
Default Value tab:
image.png 389.72 KB
 
Options on the tab:

  • Placeholder: This is the default or placeholder text displayed to user by default on this field 
Applies to these field types:
 
  • Data Elements > Text Field
  • Data Elements > Multi-Line
  • Number Fields > Number Field
  • Number Fields > Payment
  • Checkbox & Toggle > Checkbox
 
Max. length tab:
image.png 400.87 KB
Options on the tab:

  • Unlimited Length: Make the entry length unlimited
  • Max. Length: Limit the user data entry to certain number of chars
Applies to these field types:
 
  • Data Elements > Text Field
  • Data Elements > Multi-Line
  • Number Fields >  Number Field
  • Number Fields > Payment
Multi-language tab:
image.png 392.82 KB
 Options on the tab:

  • Multi-language: If the field is available for different languages that your app uses, so the users can enter in other supported languages
Applies to these field types:
 
  • Data Elements > Text Field
  • Data Elements > Multi-Line
Tutorial tab:
image.png 405.71 KB
Options on the tab:

  • Tutorial: Little more info about the field is displayed when the user hovers over the field
  • Show tutorial: Whether to show the above text or not
 Applies to these field types:
 
  • Data Elements > Text Field
  • Data Elements > Multi-Line
  • Number Fields >  Number Field
  • Number Fields > Payment
  • Dropdown's & Lists > Dropdown
  • Dropdown's & Lists > List
  • Dropdown's & Lists > Grid
  • Checkbox & Toggle > Checkbox
  • Date & Time > Date
  • Date & Time > Time
  • Date & Time > Date & Time
  • Date & Time > Birthday
  • Values & Rows > Rows
  • Values & Rows > Json
  • Upload > Custom
  • Upload > Documents
  • Upload > Images
  • Upload > Crop
  • Upload > Videos
  • Upload > Archives
  • Content > Text
  • Content > Picture
Validate tab:
image.png 391.68 KB
Options on the tab:

  • Validate: Select a validation rule from the drop-down list and enter the preferred value in the resulting text entry below
Applies to these field types:
 
  • Data Elements > Text Field
  • Data Elements > Multi-Line
 
Permission tab:
image.png 399.62 KB
Options on the tab:

  • New: If allowed to enter new data
  • Edit: If allowed to edit the existing entry
Applies to these field types:
 
  • Data Elements > Text Field
  • Data Elements > Multi-Line
Expertmode tab:
image.png 452.28 KB


image.png 429.27 KB
Options on the tab: (This allows you to directly map the field configuration with the MySQL database table fields - Advanced users)

  • MySQL Column Type: For advanced users, who can select MySQL database column types to associate with this field
  • MySQL Default Value: Default values possible by the MySQL database 
  • Not Null: If null values allowed as per MySQL database
Applies to these field types:
 
  • Data Elements > Text Field
  • Data Elements > Multi-Line
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CRM - Custom Fields Extension