Create & edit custom customer fields

Create custom fields

To create a custom field, navigate to the Custom Fields section under Customers / Contacts. Choose your custom field type from the drop-down box and click the Add Field button.

Custom field types

Liftoff provides several different types of custom fields for enhanced flexibility. The setup, purpose, and features of each are described below.

Text field

This field type is used for any field that will only contain text.

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Default Value

Optional

Any text here will be pre-filled. For example, if your text requires a yes/no response and most of the time the response will be "yes", you can enter it here to make it easier.

Character Limit

Optional

If you would like to limit this field to a certain number of characters, define that number here.

Variable Options

Optional

You can elect to make this a multi-line entry or to make this field required by checking either and/or both boxes.

Help Text

Optional

This will provide instructions for users to know what information you'd like to be in this field.

Checkbox field

This field type is used when you would like to have a checkbox option representing an optional choice (on or off)

Field option

Is required?

Description

Name (Label)

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Default to Checked

Optional

If you would like this checkbox to be checked by default, you can enable that here.

Help Text

Optional

This will provide instructions for users to know how to use this checkbox.

Display this field with orders

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

Example of Checkbox settingsExample of Checkbox settings

Example of Checkbox settings

Date/Time field

This field type is used when you would like to make a date/time option (e.g. date of acquisition).

Field pption

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Require this Field

Optional

If you want to make the date selection a requirement, enable that here.

Help Text

Optional

This will provide instructions about your request.

Display this field with orders.

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

File field

This field type is used when you would like to attach a file.

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Directory Path

Required

This is where you define the path of where your files will be stored. Note: You need only enter in the specific path. The https://sitename.liftoff.shop/images/ part is pre-defined. Once you have set this path, it cannot be changed. ** **

Require this Field

Optional

If you would like to make this attachment a requirement, define that here.

Help Text

Optional

This will provide any instructions about your request.

Display this field with orders

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

HTML field

This field type is used when you need to enter in any HTML for enhanced formatting purposes.

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Require this Field

Optional

If you would like to make this field a requirement, define that here.

Help Text

Optional

This will provide any instructions about your request.

Display this field with orders

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

Image field

This field type is used for when an image attachment is needed.

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Directory Path

Required

This is where you define the path of where your images will be stored. Note: You need only enter in the specific path. The https://sitename.liftoff.shop/images/ part is pre-defined. Once you have set this path, it cannot be changed. ** **

Options

Optional

You can elect to have your images renamed with a unique filename and/or require this field by selecting the box(es).

Help Text

Optional

This will provide any instructions about your request (i.e. image size requirements/limitations).

Display this field with orders

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

Example of image field type settingsExample of image field type settings

Example of image field type settings

Linked record field

This field type is used for any field that will need to pull data from an existing record.

Example of linked record selection on the Edit Customer settingsExample of linked record selection on the Edit Customer settings

Example of linked record selection on the Edit Customer settings

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Record Type

Required

Select your record type from the drop-down box.

Key Field

Required

Select your record-field-type from the drop-down box.

Selections Allowed

Required

Define how many options are available for selection from the record field types.

Require this Field

Optional

If you would like this to be a requirement, select this box.

Help Text

Optional

This will provide any instructions about your request.

Display this field with orders

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

Linked Record type settingsLinked Record type settings

Linked Record type settings

Number field

This field type is used for any field that will only contain numbers.

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Default Value

Optional

Any number here will be pre-filled. For example, if your field requires a 1/2 response and most of the time the response will be "1", you can enter it here to make it easier.

Maximum Digits

Optional

If you would like to set a limit on how many digits this field can contain, set it here.

Require this Field

Optional

If you'd like to make this field a requirement, set it here.

Help Text

Optional

This will provide any instructions about your request.

Display this field with orders

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

Select field

This field type is used when you need to generate a drop-down box of options to select from.

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Options

Required

This is where you will list all your options. Enter each option on a new line.

Default Value

Optional

If one of your options will be selected by default, enter it here.

Selections Allowed

Optional

If you would like to select more than one option, you can define how many options you can select here.

Require this Field

Optional

If this is a requirement, set it here.

Help Text

Optional

This will provide any instructions about your request.

Display this field with orders

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

Example of the select field typeExample of the select field type

Example of the select field type

URL field

This field type is used when you'd like to attach a URL.

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Require this Field

Optional

If this is a requirement, set it here.

Help Text

Optional

This will provide any instructions about your request.

Display this field with orders

Optional

Selecting this option will store the value of this field at the time of order submission. This value will then be displayed in order emails and on order screens.

Edit custom user field values

You can edit or delete these fields at any time by either directly typing your changes and clicking the Save button or the Delete button. There is no limit to the number of custom fields you can have.