How To Edit Member Dashboard Forms & Add Custom Fields
Link: https://support.brilliantdirectories.com/support/solutions/articles/12000021796
This article explains how to identify and edit the form fields members fill out inside their member dashboard. These forms can be customized by adding, removing, or editing form fields.
If enabled via the membership level settings, the member dashboard includes three main forms where members can enter information about their listings.
Identify the Form Being Used
The first step is identifying which form is being used for a specific membership plan.
Navigate to the following location:
- Go to the Finance section
- Click on Membership Plans
- Select a membership plan to edit
Open the Member Dashboard tab for the membership plan.
Under this tab, you will see the forms currently enabled for that membership plan.
Click the Edit Form button to modify a specific form.
From here, you can add, remove, or edit form fields.
Existing form fields can be edited or deleted, and new custom fields can be added for the Contact Details and Listing Details forms.
While it is technically possible to add new fields to the About form, any saved information will not display on the member profile.
How to Edit an Existing Form Field
In this example, an existing form field will be edited in the Listing – Contact Details – Member Form.
Navigate to:
- Go to Toolbox
- Click on Form Manager
- Click Customize for the form, or Edit if it has already been customized
Under the Customize view, locate the form field you want to edit, make the necessary changes, and click Save Changes.
In this example, the Company Name field was updated to Business Name.
Once saved in the member dashboard, the updated field will display on the member profile.
How to Delete an Existing Form Field
In this example, an existing form field is deleted from the same form used above.
To delete a form field, click Delete Field from the Actions dropdown.
Important: If a member has already saved information in a deleted field, that data will still appear on the member profile because it remains stored in the database. This is why it’s best to finalize form fields before launching your website.
How to Add a New Form Field
In this example, a new form field is added to the Listing – Additional Details – Member Form.
Navigate to Toolbox >> Form Manager, then click Customize (or Edit if already customized).
Click the Add Field button.
Enter the required details such as Field Label and Database Variable, select the field type, and enable Display View so the field appears on the member profile.
Once saved, the new field will display on the member dashboard.
After the member saves their information, the new field will also display on the member profile.
