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 then edit forms fields that the members fill out inside their member dashboard by adding, removing, or editing form fields.

If enabled via the membership level settings, the member dashboards will consist of three main forms where members can add various information about their listings:

Identify Form Being Used

The first step in this process if to identify the form being used for a specific membership plan.

1. Go to Finance Section

2. Click on the "Membership Plans" link

3. Find a Membership Plan to Edit

4. Go to "Member Dashboard" tab

And under its Member Dashboard tab, the forms being used can be found.

5. identify Forms Being Used

Here we can see the forms enabled and being used for this membership plan.

6. Click on the "Edit Form" button

Click on the link to edit this specific form. From there you can make changes to the form by adding, removing, or editing form fields.

It is possible to edit and delete existing form fields and add new custom form fields for the Contact Details and the Listing Details Form.

While adding a new form field for the About form is technically possible, the saved information will not be displayed in the member profile.

How To Edit an Existing Form Field

For this example, we will be editing an existing form field in the Listing - Contact Details - Member Form.

To accomplish this, navigate to:

Go to "Toolbox" section in the admin
Click on Form Manager
Then click on Customizefor the form specified
- Or click Edit if the form is already customized):

Under the Customize view, identify the form field to edit, make the necessary changes and click on Save Changes:

For this example, we went ahead and edited the Company Name field to be Business Name:

When the information is saved on the member dashboard, this edited form field will display in the member profile:

How To Delete an Existing Form Field

For this example, we will be deleting an existing form field from the same form we used above (Listing - Contact Details - Member Form).

An existing form field can be deleted by simply clicking on Delete Field under the Actions dropdown:

Important Information: If a member already utilized a deleted form field by saving their information, this information will still display on the member profile as the information is being saved in the database. This is why it is important to identify the unnecessary form fields before the launch of the website.

How To Add a New Form Field

For this example, we will be adding a new form field to the Listing - Additional Details - Member form. To accomplish this, navigate to Toolbox >> Form Manager and click on Customize for the form specified (or click Edit if the form is already customized):

To add a new form field, click on Add Field button:

Fill the necessary information like Field Label and Database Variable, identify the Type of Field and for this field to display on member profile, make sure to enable Display View setting: