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Customize Database Fields Tour: Screenshot Tour

Customize Database Fields Tour: Screenshot Tour

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This tutorial will demonstrate how to create a new profile database field, and how to update it and finally how to make it live on your site using Profile Manager Basic.

1. Main Page
To customize your profile database fields, first log into your Admin panel. Click on "Setup" main tab. The default page for this tab is "Customize Database Fields". This page allows you to do your customizations in two steps. The first step is a tool that let's you Add/Update/Delete profile fields with ease. On the next step, you get HTML code for your user registration, modification forms and profile template.

2. Adding a Field
You can add a new profile field easily using the drop down on this page. First select the type of field you would like to add. You can add a Text field, Text Area, Pulldown Menu, Radio Button, Checkbox, Uploadable field, Password field or Hidden field.

3. Add Field Page
Depending on the type of field you are adding, you will get a page with questions. We are not adding a Pulldown Menu database field, so we are asked Field Name, Field Label and List of Choices. Enter an internal name for the Field Name question. Enter the question your users will see for the Field Label question. Then enter your options one at a line in the List of Choices textarea. You can also use the buttons at the right side to populate some data in your List of Choices box. You can populate countries, states or range or numbers. Once ready, click on Add Field button at the bottom of the page.

4. Add Field Confirmation
Field is now added to the configuration. If you are planning on adding more fields or doing more configuration changes, click on Continue button. Otherwise to enable this new field now, click on Launch button.

5. Modifying a Field
We can now see our new "gender" field added to the profile fields. To modify it, you can click on the field name.

6. Modify Field Page
It is possible to update any profile database field from the modification page. Just make your changes and click on Modify button at the bottom.

7. Updating Forms
When you are done with updating your profile fields, you can update registration and update-info forms by copying the HTML source code for these forms. Under "Step 2" section on this page you will find related links. Click on "Create sample form for Registration" link to continue.

8. Update Registration Form Page
You can now preview your registration form and copy it to another page in your site. If you have added new fields, they will also show up on this registration form. If you don't want a field to be on your registration form, as long as it is not a required field, you can remove it from the registration form. You can also add password questions in your registration form. To do that, first go to Admin -> Preferences -> Email and disable "Email random password on registration" option. Then add "password1" and "password2" text fields to your registration forms. You need it twice to get your users to confirm their password. Once you are done with copying your registration form, paste it into a page in your website.

9. Testing Registration with New Field
We have now updated our existing registration form with a new gender field. I can now fill out the form and enter a gender field.


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