Dynamic Field Configuration - Key Aspects and Types
In this article, we are going to see how to properly configure the dynamic fields in our system, covering essential aspects for their activation and efficient use. We will also see the different types of dynamic fields that exist and how they are created.
We will see what the text & text area, select, checkbox, file, number and date fields are.
Previous concepts
Where can I find this option? Left side menu → Settings → Dynamic fields → + Dynamic fields
Remember that in order to save and delete dynamic fields you need to have save and delete permissions activated for each corresponding type
To create a dynamic field, we access “Settings” in the left sidebar and, once there, in “Dynamic Fields”, we choose in which section of the platform we want to create the dynamic field and click on the button above to the right “+ Dynamic field”.
Once inside, it gives us the option to select different types of dynamic fields and configure them
Key configuration aspects:
The following aspects are common elements to configure for the different types of dynamic fields:
place holder
In the "placeholder" box we have to enter the text that will be seen in the form. That is, it is the name that will be seen before completing the field
Default value
In the “default value” option you can define what the default value will be for the field that we are configuring. This option is useful if we want to provide the person who is going to fill it out with the usual or recommended value of the field.
field group
The “field_group” field will allow us to select which group of dynamic fields the created dynamic field will belong to.
Dependent of
In the "Dependent on" field, we can indicate that this dynamic field depends on another "checkbox" type dynamic field from the same part of the platform.
Client types
This refers to the type of client we have that we are going to request this information from. The possible options are aimed at segregation in future exports. We see for example that in this case we have two types of client, residential and commercial.
Dynamic field enablement
To activate a dynamic field, you need to check the "Enabled" option. If this option is not selected (not in blue), the dynamic field will be created, but
cannot be used. This means that the information corresponding to that field cannot be completed.
Required field
If we want a dynamic field to be mandatory, we must mark the "Required" option (turning it blue). This implies that you will not be able to advance in the data completion or registration process if this field does not contain information. The exception to this rule are opportunity type fields, where the sales process will be allowed to continue, although the system will warn about substates with required fields not completed.
Basic information
The "Basic Info" checkbox will be available only for the dynamic opportunity fields section. If activated (in blue), the dynamic field will be considered basic and will appear in the "Summary" tab within the Opportunities section.
Show in App
By checking the "Show in app" option, the dynamic field will be available to be viewed in the installers application.
Dynamic field types
Below we will see the different types of dynamic fields available.
Text Type:
This type of dynamic field is ideal for collecting alphanumeric information of moderate length. It is commonly used for data such as names, email addresses, phone numbers, or any other short and concise information.
Text Area Type:
Similar to the text field, but with a larger character capacity, the text area is suitable for collecting longer information. It is useful when detailed comments, extensive observations, or expanded descriptions of products or services are needed.
Select Type:
The dynamic selection field is valuable when we want to offer users predefined options to choose from. Allows you to create drop-down lists or menus of options where users can select a single answer. This is useful for collecting preferences or allowing users to choose between different alternatives.
If you want to remove one of the configured options within the select dynamic field, you will have to edit the dynamic field and deactivate the desired option by clicking on the "Enable option" button.
Checkbox type:
Checkbox fields are ideal when we need users to confirm or activate certain information. They allow users to select options using check boxes. For example, you could create a dynamic checkbox- type field called “Financing” and that is activated (blue) to determine whether you will need it or not (gray) if you will not need financing.
File Type:
We will use this type of fields when we want to give the client the option of attaching a document to us, through the client portal.
These documents can be: .peg, jpg, jpe, png, txt, docx, pdf, xls, xlsx, dot, eml, wav, mp3, mp4, dwg, .zip, .rar. (Images, videos, pdfs/word/excel, compressed files, etc. Type Number
This type of field is specifically designed to collect numerical data, this dynamic field is essential for requesting measurements, quantities, times, distances, powers and other quantifiable values
Type Date
We will use this type of field to collect or indicate specific dates, both from the platform and from the commercial simulator, installer app, or request it from the client from the client portal.
To create this field you must choose its type as "Date":
When you click to fill out the field, a calendar appears to select the date on the calendar. This date is displayed with the following structure (DD/MM/YYYY). In our API, SQS and Data Lake services, however, it will be displayed in the format YYYY/MM/DD
Related Posts
Related Articles
Dynamic Fields Configuration - Groups
In this article, we'll explore what dynamic field groups are and walk you through the process of creating a group step by step. Previous concepts: What are dynamic fields and what are they for? Where can I find this option? → Left side menu → ...Trading Simulator - Dynamic Fields
In this article we will explain how to configure the dynamic fields for the commercial simulator and, once configured, as can be seen on the platform and more specifically within the opportunity, the data that we have filled in said fields. Through ...What are dynamic fields and what are they used for?
In this article we will see an introduction to dynamic fields and we will discover their usefulness in the platform and their importance when managing customer information. Where can I find this option? → Left side menu → Settings → Dynamic fields ...Opportunities - Fields to fill
In this article we will explain the functionalities of the "Fields to fill" tab that we find in the opportunities view. In this tab we will find all those fields for which we need information from the client. This information is crucial, as it ...Flow Configuration - Visibility in Customer Portal
In this article we will see how to configure the elements that will be visible in the Customer Portal in each substate of our sales flows. Where can I find this option? → Settings → Opportunity types and processes Remember that this option will only ...