Vanilla Release Notes

Updated Custom Fields

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:

New field types to better collect and display user information on profiles, such as
- multiline textboxes for biographies and other paragraphs of text
- multi-select dropdowns to allow users to select one or multiple options from a configured set values e.g. Products Used, Languages Spoken, Interests, and more
Configurable Visibility settings so you can control which groups of users can view specific pieces of profile information. Make fields private to hide them from other members, or make fields Internal to share hidden info with other Staff members such as Subscription, Company Name, and more.
Configurable Registration settings so you can configure which fields should be included in the registration form, and if they are optional or required for registration.
Configurable Editing options so you can control who is able to modify the field on user profiles. Allow editing on fields users can modify on their profile page. Restrict editing on fields that will be managed by your teams or Block editing on fields that should not be editable (e.g. when fields are being managed and synced by SSO.

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

Updates to POST and PATCH endpoints for api/v2/users to allow for
- getting, setting and editing user profile fields
- modifying user rank. ban status and privacy settings
Updates to GET endpoint for api/v2/users to allow you to filter your member list by 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