How to add custom user list parameters?
Last updated
Last updated
The default parameters used to define a user are:
Name
Phone number
Designation
Auto-expiry date
We can modify, delete or add more user parameters specific to the business need. Just follow these simple steps to edit any user list.
Click on Manage users under the Studio tab to access the user management feature.
2. Under Manage users, click on the 3 dots next to the user list that is to be edited and select the option Edit user list from the menu.
3. Clicking on the Edit List Name option will enable the user to change the list name. The user can give the new list name and save it.
3. Clicking on Edit user list option will open the user list in the Builder wherein the user list can be edited by clicking on the Edit button at the bottom right corner of the screen.
4. Click on the Next button to continue to the Build tab or simply click on the Build tab.
5. In the Build tab, the user can see the general fields already created in the right pane and the option of creating the new user list fields in the left pane.
6. The user can add in new fields by clicking on the desired type of fields in the left pane or simply drag the field from left pane and drop in the right pane. The new fields added will be shown in the right pane below already added fields.
7. The addition/deletion/field settings/configuration under Settings tab will be same as explained in the Form Builder.
8. The default fields (Name, Email, Phone number, Designation, Auto-expiry date) in the user list cannot be deleted or updated.
9. Once all the desired fields are added, the user can save the changes by clicking on Update User List button as shown in the bottom right corner of the above screen.
10. Once saved, the default fields of the user list will be grouped under the Label General Details and the newly added fields will be displayed under the Label Additional Details.
