Creating a custom field

  • To create a custom field you must select: Admin -> Custom Fields in the Leadshook menu. You will be presented with three different categories of fields on the top left hand side corner.

System fields

  • These are predefined custom fields. Mostly they are common variables that users need all the time. For example: full_name, email, etc.
  • One thing to note is that system fields cannot be modified. So for example if one of them is a required field, you cannot change this behaviour.
  • Also, you cannot create new system fields either.

Form fields

  • These are variables for you to use when creating forms. They are separated from other field types for your conveninece, making them easier to find, modify, and reuse.

Answer fields

  • Here you create your own custom fields. And you can assign them to question nodes as you like. They are variables or ‘containers’ used to store values entered by your users.

Assigning custom fields

  • To assign a custom field to a node you hit the “Add Custom Field” button. Then search and assign your custom field.
  • Note that, it’s possible to assign custom fields to form elements in the text editor too (in the case where you need to capture multiple fields in one node). In this case, to assign a custom field to a form element you must first add the element in the text editor. The buttons are in the text editor toolbar. For example the: input box button, checkbox button, etc. Then you right click on the form element and its properties will appear. Simply type the custom field name (without braces) and the element, will hold the value entered by the user.

Displaying custom fields

  • This is the variable name surrounded by brackets. So if you wanted to use the first_name system field you would type {first_name}.

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