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REWORKED IN 2.22

The profile editor is the central hub for profile field creation.

Create profile fields and profile sections

Profile sections

Profile sections are groups of profile fields. Every section has a title which is displayed inside the profile (for example Contact, Expertise, Personal information). inside the profile. Use sections to group similar profile fields.



To create a new profile section, click the + New profile section button at the bottom of the profile editor.

A creation sidebar will open. Enter the name of the section.

In the Group restrictions field, you can restrict this profile section to certain users only. Enter a group name to limit the access to this category. Leave this field empty, so that all users can have and edit profile fields in this section.


Every user can see information inside restricted sections. But only users of the groups which the section was restricted to have the ability to include restricted fields in their profile.

For a more detailed explanation, navigate to our documentation on exclusive group sections.


Click on the Save button to save your changes.





Profile fields

Navigate to the profile section of your choice. Then, click on the + New profile field button.

An editor sidebar will open. 




Field label

Enter the name of the profile field here.

This is the name your users see in their profiles.


Field type

Select the correct field type. Many field types exist. They range from default text areas to date selects or imported LDAP data.

Depending on the field type, users will be able to enter different information into the profile field. In some cases, like with the field type "dependent field", the field value is fix and can not be changed by users.


For a complete list of field types, please follow this link.

Please note that the configuration screen can include more options than described here. Some field types carry additional configuration. More information under the link above.


Required

Activate the Required checkbox to make a profile field mandatory. This can be useful when the personalization depends on this field or the field is important in some other way.


Required profile fields will be shown inside the Profile Completion Assistant (2.21 and older), if you choose to activate it.


Help text

If you enter any text here, it will appear as a help icon for all users who edit their profiles. Use this field to guide your users.

Only plain text is allowed here (no HTML etc.).


Source

Select the data source for the profile field. User input lets users enter the information themselves, sources like XML and LDAP can come pre-configured.


Hidden in profile

Activate the slider button (it should become green) to display the profile field in the user's profile. 

Deactivate the slider button (it should become grey) to hide the profile field in the user's profile.




Organize profile fields

Organize profile fields inside profile sections

To organize the profile fields, use drag & drop.

Click and hold the six dots button next to the field you wish to move. Then drag it to the correct position.



You can move profile fields between profile sections, too.

Also, you can re-arrange profile sections, too! To do so, click and hold the title of the profile section and drag it to a new spot.