Editing a user profile template

FIND IT: Profiles & Forms » Profile Manager

Presspoint comes with stock profile templates for Organizations and Individuals with some default fields. You can add or arrange fields by going the profile, then selecting existing fields or adding new ones.

Some fields are required, though you can change the labels and hide the field from public.

The Optional Custom Fields section allows you to add as many custom fields as you want.

Layout

Presspoint supports multicolumn layouts. Name the blocks, then drag and drop the fields into your preferred location. Select 1 to 4 column blocks from “Select a new field” to make multi-column layouts. You can have as many different sections with different columns as you like.

You can also add labels and descriptions to these blocks to make the forms easier to digest.

New fields vs. existing fields

You can add an existing field from your Field library, for example, you already have created fields for common elements like name and address. See Editing a field below for adding a custom label for this instance of the field.

You can also create a new profile field here, all the standard choices are available.support-form-field-select

Editing a field

You can edit fields by clicking on the blue field name

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Settings appear in a modal window

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Field preferences These values on the left hand side of the modal apply across the system and are required. The system automatically assigns a unique database key
Field type Add as many custom fields as you wish: text, dropdown, checkbox, radio multiselect, date. Define required / view only permissions. Reuse fields across profiles, but customize labels and descriptions on a per-profile basis. Add Groups for special cases like Address fields that tend to move together in forms.
Add taxonomies from WordPress or add new taxonomies on the fly
Public/Reports/Sync Define whether this field is visible on public site profiles, whether it is searchable in Smart List queries, and if it syncs with external services.
Form preferences These settings on  the right hand side of the modal apply only to each form where the fields is placed. This allows re-use of fields to save time.
Label Define the field label for this specific form. Blank defaults to the form name.
Help Adds a descriptive paragraph above or below the field to help users understand what to enter.
Permissions Define separate permissions for Admins and Users. Again, these are form-specific settings, so you can have different permissions on different forms.
CSS Classes Override Theme settings with custom CSS if desired.
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