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Corporate Fields

Corporate Fields

Admin >> Corporate Management >> 'Action' Dropdown >> 'Corporate Fields' Option

Corporate Fields are form fields that Corporate Admin and Site Admin can create for their corporate customers. These fields can be based on individual Corporate or department(s) specific.

These fields will be useful in the block templates and will help you gather an individual’s personal data. Examples of such fields can be – Date of Joining, Blood Group. Information on these fields can be helpful while designing identity cards.

This form field will be available to all the Corporate Customers in their ‘My Account’ section. The data that customers enter in this form will be used for PDF Block personalization.

The Corporate Field includes all the form fields created for personalization along with details like – Fields Title, Fields Type (User-wise personalization or Template Personalization), Default Value, Block/Field name it is applicable for personalization.

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Admin can create Corporate Fields, create Field Groups, Import User File data for the fields created, keep a record of Template Personalization fields.

Add Corporate Field(s)

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Field Type - Select the type of field you wish to create

  • User wise Personalization fields - These type of fields are used to set Customer-Wise data. This data either can be filled by Corporate Admin, Site Admin, or by the Corporate Customer as per the setting.
  • Template Personalization (dropdown) - These type of Corporate fields are used to set predefined data (common for all Corporate Customers). Admin sets up this data and then it is available as a drop-down on block templates.
  • Understand a use-case scenario of Corporate Fields from here.

Title - This title will be displayed to the customer. Example of title can be Blood Group or Qualification.

Description - Enter a short description of the field. This will help Corporate Customer understand better the field and the data to be filled.

Block/Field Name - This will be the PDF Block name which will be linked with the field. There are a few pre-defined block names that Admin will get in suggestion while filling up this field.

User Type - From this option, you can assign the Corporate Field to either one or more Corporate or all Corporates.

Available to - Select the radio button to make the field available to some particular department(s).

Note - The 'Available to' field will only appear if the User Type selected is specific Corporates.

Field Group - All the fields that have been assigned the same Field Group will appear under the Field Group Name entered here. This will become useful if you want to have separate available form fields into different field blocks or groups. Such grouping will make the user interface more systematic and meaningful.

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Type - Admin can create various field types to store profile like text box, radio button, drop-down, text area, upload file, and date picker.

For example, the above example shows that 'Blood Group' Corporate Field has textbox as its input type and 'Date of Birth' has Date Picker as its input type.

Validation - This will help you check the accuracy of the Corporate Field.

Field Group

Field Group will help you group similar Corporate Fields. Grouping of Corporate Fields will help you to make the user interface more systematic and meaningful.

To create a Field Group, go to Admin >> Corporate Management >> Corporate Field >> Field Group Button

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Group Name - Enter the group name that is relevant and easy to understand for the Corporate Customers. All the fields assigned to a group will appear under this name.

Description - This is the description of the group. The aim of this description will be to define what kind of fields will appear under this Group Name.

Field Listing - this will define how the fields under a group will be listed.

It is recommended to choose the field listing option depending upon the field type size and the website design.

Import User Field Data

For all the corporate fields create with the Field type as - User wise Personalized Fields, Admin can import data into the system.

To import user field data, go to, Admin >> Corporate Management >> Choose Any Corporate >> ‘Edit’ Menu >> Corporate Field >> ‘Import Field User Data’ (top-right corner)

Note – For every corporate import user field data individually.

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Step - 1 Select if you have data from specific departments.

Step - 2 Fill up the data using the Help provided in Admin Panel.

Step - 3 Upload the file filled with user data.

Step - 4 The system will map the uploaded data with the Corporate Customers and list down the wrong entries.

Step - 5 The system will show you imported data summary.

Template Personalization

This lists down all the form fields which can be used to define a personalization field. The personalized field can only be edited by Admin.

Admin can associate the personalized fields with PDF Block Templates blocks which will be used in template personalization by the corporate customer.

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If Admin adds an address with 'Sync with Template Personalization' then that address will be reflected in Template Personalization section with the Office Name as Field Title.

Add a personalized field, with field title, user type and then fill all the details using the '+Add' Button (top-right corner).

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