This article will take you through:
- What is a custom field?
- Adding a custom field to your website
- Next steps and additional support
Tailor the shopping experience and management of your business using Custom Fields.
What is a custom field?
Sometimes you need to store and retrieve more information about your products, pages, customers and orders than any platform provides "out of the box".
Custom fields are a type "meta data" that you can define to your own needs.
Adding a custom field to your website
To add a custom field to your site, you first need to install the Custom Fields plugin. To do this head to Plugins, then click Install on the Custom Fields plugin:
After installing, you will be able to start setting up your first custom field:
Give your custom field a reference name, and a Label that will be visible to your customers.
Custom field types
After assigning a name and a label, select the type of field you wish to appear:
Text (single line): A single line text field will appear for your customer to fill out.
Text (multiple lines): A multi line text field will appear for your customer to fill out.
Date: A date selector will appear.
Displaying a custom field on checkout
Currently the primary place to display a custom field is on the checkout page. To activate this, ensure the Show On Checkout option is set to Yes:
Any custom field that is set to show at checkout, like this example for a "PO Number", will now do so:
We are adding more uses for custom fields all the time, so be sure to check back here regularly for updates on where you can add and use them in the system.
Adding custom field content to invoices
To add any information collected in a custom field to your invoice layout - a Purchase Order number for example, head to BlockLab:
Then scroll down and open up your invoice layout in BlockLab:
Click Block > New and add a Custom Field block to your layout:
Before the block appears on your layout you will be prompted to select which field you want to add to your invoice:
Click Save and the field will be added to your invoice layout:
Use the arrow keys to position the field on your invoice, and then click Publish to push your changes live:
Now any information entered in the "PO Number" custom field at checkout will automatically appear on the customers invoice when they complete their order.
Next steps and additional support
We are continually adding more uses for custom fields, such is their flexibility. Please check back regularly for more insights and information on how to make the most of this feature.
For additional support, please contact us via firstname.lastname@example.org, and we will be happy to assist you.