Last Edited: Oct 25, 2019
Custom Field Sets are a great time-saving feature, as they allow you to create a reusable group of fields that can be added to any:
In order to use Custom Field Sets, first you define the fields you would like to include in the set and second, you attach the Custom Field Set to a Siteglide Feature.
Custom Field Sets will automatically include a hidden field Parent ID, which links them to the feature.
Custom Field Sets can be managed in the Admin under SITE MANAGER / Custom Field Sets in the left-hand side menu.
Press the blue "Add new Custom Field Set" button to add a new Custom Field Set.
To edit a Custom Field Set, find it in the list, and select the pencil icon on the right to edit it.
In either view, click the "Add new Field" button to add a new field.
Fields are built the same way as adding WebApp fields. The following options are available to you:
You can click the red "Delete" button to delete a Custom Field Set.
Click the "Remove" button to remove a field.
There are two main use cases for Custom Field Sets.
Once you have set up a form and created a Custom Field Set, it can be added to the Form in the Custom Field Sets tab on the Edit Form page.
When the User fills out the Form on the Site, Custom Field Set Fields will appear next to the standard Form Fields.
We use the User’s unique ID to associate Cases and Custom Field Set data with the User. This way, both are available to view in the CRM against the User.
When adding and editing Products, Custom Field Sets can be added and data filled in under the Custom Field Sets tab.