Manage Custom Fields

Step 1: Access Custom Fields #

1. Go to your WordPress Dashboard.
2. Navigate to Support Genix > Settings > Custom Fields.
   • Here, you will see the list of existing custom fields.

Step 2: Add a New Custom Field #

1. Click on the “Add New” button.
2. Fill in the following details:
   • Field Type: Choose from 8 different field types:
     • Textbox: Allows users to input freeform text (e.g., short answers or details).
     • Numeric: Accepts only numeric values (e.g., phone numbers, quantities).
     • Date: Enables users to select a date using a calendar picker.
     • Switch: Provides a toggle option for simple Yes/No or On/Off choices.
     • Radio: Displays multiple options where only one option can be selected.
     • Dropdown: Offers a list of predefined options in a drop-down menu.
     • Instruction Text: Displays informational text without any input field.
     • URL Input: Allows users to input a valid website URL or link.
   • Field Label: Add a name for the custom field.
   • Field Slug: Automatically generated, but you can edit it (ensure it’s unique).
   • Placeholder: Optional placeholder text for guidance.
   • Form Options:
     • Required Field: Make the field mandatory.
     • Half Field: Display it in half-width.
   • Create Where:
     • Ticket Form or Registration Form.
   • Create For:
     • Admin Only or Both (Clients & Admin).
   • Choose Category:
     • Select one or multiple categories where this field will appear (e.g., Billing, Marketing Team).
3. Once all details are filled, click “Create” to save the custom field.

Step 3: Edit or Delete a Custom Field #

• To edit a custom field, click the Edit Icon.
• To delete a custom field, click the Delete Icon.

Step 4: Bulk Select and Action #

If you need to manage multiple fields simultaneously:

1. Select multiple fields using the checkboxes.
2. Use the Bulk Actions dropdown to:
   • Activate
   • Deactivate
   • Delete fields.
3. Click “Apply”.