Overview:
We are releasing a new set of features that will allow you to more easily manage custom fields for registration and user profiles. This includes:
- New Admin UI to manage Custom Fields
- Improved settings and options for custom fields
- Improved Profile Page layout
- Updated Profile editing workflows
- New API endpoints and parameters to manage profile-fields and users
- Improvements to Salesforce Admin UI
New Admin UI for Managing Custom Fields
Custom fields can now be configured and managed on the User Profile settings page in your Dashboard.
- If you were previously using our Profile Extender add-on and had custom fields configured, you will find them here.
- If you have never configured custom fields before, we'll get you started with a set of initial fields that you can customize, and enable if/when the time is right.
Here you can:
- Add new custom fields
- Edit existing fields
- Disable fields if/when you need, or Delete them altogether
- Reorder profile fields to control how they will appear on the registration form and profile page.
Includes:
- VNLA-2466 New profile fields admin page
- VNLA-2687 Detailed table of configured profile fields
- VNLA-2505 Ability to reorder profile fields
- VNLA-1979 Add and Edit Custom Profile Fields
- VNLA-2458 Enable/Disable Profile Fields
- VNLA-1981 Deleting a profile field
- VNLA-1987 Migration for existing profile extender fields
- VNLA-2080 Migration for legacy `Title` and `Location` fields
- VNLA-2872 Migration for Gender fields
Improved Settings & Options for Custom Fields
With these updates we have added new settings and options to custom fields to help you better curate and manage UX for registration workflows and user profiles. This set of improvements includes:
Includes:
- VNLA-2494 Profile-Field API and Schema to control configurable settings for Custom Fields
- VNLA-1979 Add and Edit Modal for Custom Fields
- VNLA-2518 Add option to show or hide Custom Fields on registration/connect page
- VNLA-2236 Update Registration Page to include Custom Fields
- VNLA-2495 Add Dropdown field support to add/edit profile form
- VNLA-2862 Allow configuring profile fields to display on the discussion thread page
- VNLA-2759 Support multi-select dropdown fields on registration page
- VNLA-2709 Update Connect Page to include custom fields
- VNLA-2644 Permissions and options to configure fields for Internal use
Improved Profile Page Layout
With this update our Profile Pages will be updated to better organize and display user information. Here you will now see:
- An Overview section providing community managers and Admins with a view of the users email, and roles
- An About Me section providing a view of configured custom fields
- An Analytics section providing a summary of important info and metrics such as # of posts, # of visits, # of Points, Registration and Last Active Dates''
Includes:
- VNLA-2694 Add Overview and About Me sections to the user profile page
- VNLA-2693 Add User Analytics widget to Profile Page
- VNLA-2235 Add Custom Fields to About Me section
- VNLA-2643 About Me Widget for User Profiles
- VNLA-2692 User Profile Analytics widget
- VNLA-3028 Provide tooltip for Internal and Private fields in Profile view
Updated Profile Editing Workflows
With this release we have improved workflows for editing profiles information. This includes
- New Account & Privacy Settings Page where users can edit their username, email, password and other privacy settings.
- Improved Edit Profile Form to configure the About Me section of your profile.
Includes:
- VNLA-1982 Add new Edit Profile Form for user profiles
- VNLA-2913 Create new Account and Privacy edit profile page
- VNLA-2956 Add edit username workflow to edit profile page
- VNLA-2957 Add edit email workflow to edit profile page
- VNLA-2958 Add edit password workflow to edit profile page
- VNLA-2960 Handing password confirmations in user edit forms
Managing Custom Fields & Users via API
This release includes new API endpoints and parameters to allow you to manage custom fields and user info via API. This includes:
- New
/profile-fields endpoints to view, add, edit, and delete custom fields
Includes:
- VNLA-2494 Profile-Field API and Schema to control configurable settings for Custom Fields
- VNLA-2964 Update POST and PATCH /api/v2/users to allow setting profile fields
- VNLA-2294 Add API endpoints for a user to edit or view their custom profile data
- VNLA-2961 Allow users to update their own profile with PATCH /api/v2/users/:userID
- VNLA-2642 Allowing filtering multi-value profile fields on the users API
- VNLA-2609 Filter users by profile field via the API for New Profile Fields
- VNLA-3038 Add API support for managing assignable roles for a user
- VNLA-3031 Allow modifying user rank and ban statuses with `PATCH /api/v2/users` endpoint
- VNLA-3070 Allow adding user rank status, showEmail, and Private with `POST /api/v2/users` endpoint
Improvements to Salesforce Admin UI
With this update we have also improved the Admin UI for configuring our tools for syncing Contacts to Salesforce. You can now configure your Salesforce settings and custom field mapping on the Salesforce Add-on settings page.
We have also added API endpoints to configure Salesforce fields
Includes:
- VNLA-2076 Create salesforce API endpoint for configuring Custom Profile Fields
- VNLA-2561 Profile Fields: Salesforce Mapping
- VNLA-1978 Add profile field configuration to Salesforce integration settings
- VNLA-2078 Update salesforce addon to send custom fields with salesforceIDs
Learn More
You can learn more by reading our documentation here -
https://success.vanillaforums.com/kb/articles/597-custom-profile-fields