Store Fields

overview the store fields feature enables administrators to create custom profile fields for collecting additional information from store customers these fields can be configured at the store or department level and are commonly used for customer profile management and print personalization the information collected through store fields is stored in the customer's profile and can be reused for pdf block and template personalization, eliminating the need for customers to enter the same information repeatedly purpose store fields help administrators standardize the collection of customer specific information that is frequently used in personalized print products they also provide flexibility to organize fields into logical groups, import customer data in bulk, and define common personalization values that can be reused across templates typical use cases include collecting information such as employee id, department, date of joining, blood group, designation, qualification, or office location this information can then be automatically mapped to pdf block templates during personalization configuration add store field(s) the store field includes all the form fields created for personalization, along with details like field title, field type (user wise personalization or template personalization), default value, and block/field name, which is applicable for personalization field type specifies how the store field will be used for personalization choose the appropriate field type based on whether the information is unique to each customer or shared across all customers user wise personalization fields creates a field that stores information unique to each customer the value can be entered or updated by the site admin, store admin, or the store customer, depending on the configured permissions these fields are commonly used for customer specific information such as employee id, date of joining, blood group, or contact number template personalization (dropdown) creates a field with predefined values that are common for all customers these values are configured by the administrator and are available as a drop down list while personalizing pdf block templates this is useful for fields such as office location, company address, branch name, or standard department names that remain the same across multiple customers understand a use case scenario of store fields from here https //docs onprintshop com/user manual/store fields use cases title specifies the display name of the store field as it appears to customers in the my account section choose a clear and meaningful title, such as blood group , employee id , or qualification description provides additional information about the store field to help customers understand what information is expected the description is displayed along with the field wherever applicable block/field name associates the store field with a pdf block used for template personalization the system suggests predefined block or field names while entering this value, helping you map the field to the appropriate personalization block stores determines the scope of the store field you can make the field available to all stores or restrict it to one or more specific stores, depending on your business requirements available to allows you to further restrict the store field to selected departments within the chosen stores only users belonging to the selected departments will be able to view and use the field this option is available only when specific stores is selected under user type note the 'available to' field will only appear if the user type selected is specific stores field group assigns the store field to a field group, allowing related fields to be organized under a common section in the customer profile grouping similar fields improves the overall user experience and makes profile forms easier to navigate type defines the input control used to capture the field value available options include text box , text area , drop down , radio button , date picker , and file upload select the input type that best matches the information you want to collect for example, the above example shows that 'blood group' store field has a textbox as its input type and 'date of birth' has a date picker as its input type validation applies validation rules to ensure customers enter information in the required format validation helps maintain consistent and accurate data by restricting invalid entries where applicable field group field group will help you group similar store fields grouping of store fields will help you to make the user interface more systematic and meaningful to create a field group, go to admin >> store management >> store field >> field group button group name enter the group name that is relevant and easy to understand for the store customers all the fields assigned to a group will appear under this name description this is the description of the group this description aims 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 on the field type, size, and the website design import user field data for all the store fields created with the field type as user wise personalized fields, admin can import data into the system to import user field data, go to the admin > store management > choose any store > actions menu > store fields > import field user data (top right corner) note for every store, import user field data individually step 1 select if you have data from specific departments step 2 fill in the data using the help provided in the admin panel step 3 upload the file filled with user data step 4 the system will map the uploaded data with the store customers and list down the wrong entries step 5 the system will show you the imported data summary template personalization template personalization fields store common values managed by administrators unlike user wise personalization fields, these values cannot be edited by store customers to add template personalization fields, navigate to admin > store management > choose any store > actions menu > store fields > template personalization (top right corner) admin can associate the personalized fields with pdf block templates blocks, which will be used in template personalization by the store customer if admin adds an address with 'sync with template personalization,' then that address will be reflected in the template personalization section with the office name as field title using the add button, add a personalized field with a field title, stores, and then fill in all the details