Updated Custom Fields - HL Vanilla Community
<main> <article class="userContent"> <h2 data-id="release-schedule">Release Schedule</h2><p>Our Updated Custom Field Management features will be released:</p><ul><li>To staging sites, Wednesday, November 30th</li><li>To production sites, Thursday, December 15th</li><li>To Enterprise sites, TBA</li></ul><h2 data-id="overview%3A">Overview:</h2><p>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:</p><ul><li>New Admin UI to manage Custom Fields</li><li>Improved settings and options for custom fields</li><li>Improved Profile Page layout </li><li>Updated Profile editing workflows</li><li>New API endpoints and parameters to manage profile-fields and users</li><li>Improvements to Salesforce Admin UI</li></ul><h2 data-id="new-admin-ui-for-managing-custom-fields">New Admin UI for Managing Custom Fields</h2><p>Custom fields can now be configured and managed on the <strong>User Profile</strong> settings page in your Dashboard. </p><ul><li>If you were previously using our Profile Extender add-on and had custom fields configured, you will find them here. </li><li>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. </li></ul><p>Here you can:</p><ul><li>Add new custom fields</li><li>Edit existing fields</li><li>Disable fields if/when you need, or Delete them altogether</li><li>Reorder profile fields to control how they will appear on the registration form and profile page.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/G0KYRDKLLJRM/screen-shot-2022-11-29-at-13-02-07.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/G0KYRDKLLJRM/screen-shot-2022-11-29-at-13-02-07.png" alt="User Profile Settings Page in Dashboard" height="1000" width="1921" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><strong>Includes:</strong></p><ul><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2466" rel="nofollow noreferrer ugc">VNLA-2466</a> New profile fields admin page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2687" rel="nofollow noreferrer ugc">VNLA-2687</a> Detailed table of configured profile fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2505" rel="nofollow noreferrer ugc">VNLA-2505</a> Ability to reorder profile fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-1979" rel="nofollow noreferrer ugc">VNLA-1979</a> Add and Edit Custom Profile Fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2458" rel="nofollow noreferrer ugc">VNLA-2458</a> Enable/Disable Profile Fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-1981" rel="nofollow noreferrer ugc">VNLA-1981</a> Deleting a profile field</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-1987" rel="nofollow noreferrer ugc">VNLA-1987</a> Migration for existing profile extender fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2080" rel="nofollow noreferrer ugc">VNLA-2080</a> Migration for legacy `Title` and `Location` fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2872" rel="nofollow noreferrer ugc">VNLA-2872</a> Migration for Gender fields</li></ul><h2 data-id="improved-settings-options-for-custom-fields">Improved Settings & Options for Custom Fields</h2><p>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:</p><ul><li><strong>New field types</strong> to better collect and display user information on profiles, such as <ul><li>multiline textboxes for biographies and other paragraphs of text</li><li>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</li></ul></li><li><strong>Configurable Visibility settings</strong> 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.</li><li><strong>Configurable Registration settings </strong> so you can configure which fields should be included in the registration form, and if they are optional or required for registration.</li><li><strong>Configurable Editing options </strong>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.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/DJSYFQVFTYOX/screen-shot-2022-11-23-at-09-49-16.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/DJSYFQVFTYOX/screen-shot-2022-11-23-at-09-49-16.png" alt="Add and Edit Custom Field Modal in Dashboard Settings" height="1640" width="2880" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><strong>Includes:</strong></p><ul><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2494" rel="nofollow noreferrer ugc">VNLA-2494</a> Profile-Field API and Schema to control configurable settings for Custom Fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-1979" rel="nofollow noreferrer ugc">VNLA-1979</a> Add and Edit Modal for Custom Fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2518" rel="nofollow noreferrer ugc">VNLA-2518</a> Add option to show or hide Custom Fields on registration/connect page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2236" rel="nofollow noreferrer ugc">VNLA-2236</a> Update Registration Page to include Custom Fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2495" rel="nofollow noreferrer ugc">VNLA-2495</a> Add Dropdown field support to add/edit profile form</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2862" rel="nofollow noreferrer ugc">VNLA-2862</a> Allow configuring profile fields to display on the discussion thread page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2759" rel="nofollow noreferrer ugc">VNLA-2759</a> Support multi-select dropdown fields on registration page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2709" rel="nofollow noreferrer ugc">VNLA-2709</a> Update Connect Page to include custom fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2644" rel="nofollow noreferrer ugc">VNLA-2644</a> Permissions and options to configure fields for Internal use</li></ul><h2 data-id="improved-profile-page-layout">Improved Profile Page Layout </h2><p>With this update our Profile Pages will be updated to better organize and display user information. Here you will now see:</p><ul><li>An<strong> Overview</strong> section providing community managers and Admins with a view of the users email, and roles</li><li>An <strong>About Me</strong> section providing a view of configured custom fields</li><li>An <strong>Analytics</strong> section providing a summary of important info and metrics such as # of posts, # of visits, # of Points, Registration and Last Active Dates''</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/E3DR6I4DNGXU/screen-shot-2022-11-29-at-14-39-00.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/E3DR6I4DNGXU/screen-shot-2022-11-29-at-14-39-00.png" alt="Screen Shot 2022-11-29 at 14.39.00.png" height="927" width="1927" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><strong>Includes:</strong></p><ul><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2694" rel="nofollow noreferrer ugc">VNLA-2694</a> Add Overview and About Me sections to the user profile page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2693" rel="nofollow noreferrer ugc">VNLA-2693</a> Add User Analytics widget to Profile Page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2235" rel="nofollow noreferrer ugc">VNLA-2235</a> Add Custom Fields to About Me section</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2643" rel="nofollow noreferrer ugc">VNLA-2643</a> About Me Widget for User Profiles</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2692" rel="nofollow noreferrer ugc">VNLA-2692</a> User Profile Analytics widget</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-3028" rel="nofollow noreferrer ugc">VNLA-3028</a> Provide tooltip for Internal and Private fields in Profile view</li></ul><h2 data-id="updated-profile-editing-workflows">Updated Profile Editing Workflows</h2><p>With this release we have improved workflows for editing profiles information. This includes</p><ul><li>New <strong>Account & Privacy Settings </strong>Page where users can edit their username, email, password and other privacy settings.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/3A7K16Y451EK/screen-shot-2022-11-29-at-14-48-47.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/3A7K16Y451EK/screen-shot-2022-11-29-at-14-48-47.png" alt="Screen Shot 2022-11-29 at 14.48.47.png" height="1000" width="1925" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <ul><li>Improved <strong>Edit Profile </strong>Form to configure the About Me section of your profile. </li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/DMZXBW849SQA/screen-shot-2022-11-29-at-14-50-01.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/DMZXBW849SQA/screen-shot-2022-11-29-at-14-50-01.png" alt="Screen Shot 2022-11-29 at 14.50.01.png" height="999" width="1921" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><strong>Includes:</strong></p><ul><li><a href="https://higherlogic.atlassian.net/browse/VNLA-1982" rel="nofollow noreferrer ugc">VNLA-1982</a> Add new Edit Profile Form for user profiles</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2913" rel="nofollow noreferrer ugc">VNLA-2913</a> Create new Account and Privacy edit profile page </li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2956" rel="nofollow noreferrer ugc">VNLA-2956</a> Add edit username workflow to edit profile page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2957" rel="nofollow noreferrer ugc">VNLA-2957</a> Add edit email workflow to edit profile page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2958" rel="nofollow noreferrer ugc">VNLA-2958</a> Add edit password workflow to edit profile page</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2960" rel="nofollow noreferrer ugc">VNLA-2960</a> Handing password confirmations in user edit forms</li></ul><h2 data-id="managing-custom-fields-users-via-api">Managing Custom Fields & Users via API</h2><p>This release includes new API endpoints and parameters to allow you to manage custom fields and user info via API. This includes:</p><ul><li><strong>New </strong><strong><code class="code codeInline" spellcheck="false" tabindex="0">/profile-fields </code></strong><strong>endpoints </strong>to view, add, edit, and delete custom fields</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/4OZVNGY2ATZG/screen-shot-2022-11-29-at-14-55-17.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/4OZVNGY2ATZG/screen-shot-2022-11-29-at-14-55-17.png" alt="Screen Shot 2022-11-29 at 14.55.17.png" height="413" width="900" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <ul><li><strong>Updates to POST and PATCH endpoints for api/v2/users</strong> to allow for<ul><li>getting, setting and editing user profile fields</li><li>modifying user rank. ban status and privacy settings</li></ul></li><li><strong>Updates to GET endpoint for api/v2/users</strong> to allow you to filter your member list by custom fields</li></ul><p><strong>Includes:</strong></p><ul><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2494" rel="nofollow noreferrer ugc">VNLA-2494</a> Profile-Field API and Schema to control configurable settings for Custom Fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2964" rel="nofollow noreferrer ugc">VNLA-2964</a> Update POST and PATCH /api/v2/users to allow setting profile fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2294" rel="nofollow noreferrer ugc">VNLA-2294</a> Add API endpoints for a user to edit or view their custom profile data</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2961" rel="nofollow noreferrer ugc">VNLA-2961</a> Allow users to update their own profile with PATCH /api/v2/users/:userID</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2642" rel="nofollow noreferrer ugc">VNLA-2642</a> Allowing filtering multi-value profile fields on the users API</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2609" rel="nofollow noreferrer ugc">VNLA-2609</a> Filter users by profile field via the API for New Profile Fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-3038" rel="nofollow noreferrer ugc">VNLA-3038</a> Add API support for managing assignable roles for a user</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-3031" rel="nofollow noreferrer ugc">VNLA-3031</a> Allow modifying user rank and ban statuses with `PATCH /api/v2/users` endpoint</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-3070" rel="nofollow noreferrer ugc">VNLA-3070</a> Allow adding user rank status, showEmail, and Private with `POST /api/v2/users` endpoint</li></ul><h2 data-id="improvements-to-salesforce-admin-ui">Improvements to Salesforce Admin UI</h2><p>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.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/WQFGKKTGC3LY/screen-shot-2022-11-29-at-13-30-04.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/WQFGKKTGC3LY/screen-shot-2022-11-29-at-13-30-04.png" alt="Screen Shot 2022-11-29 at 13.30.04.png" height="1000" width="1919" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p>We have also added API endpoints to configure Salesforce fields </p><p><strong>Includes:</strong></p><ul><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2076" rel="nofollow noreferrer ugc">VNLA-2076</a> Create salesforce API endpoint for configuring Custom Profile Fields</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2561" rel="nofollow noreferrer ugc">VNLA-2561</a> Profile Fields: Salesforce Mapping</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-1978" rel="nofollow noreferrer ugc">VNLA-1978</a> Add profile field configuration to Salesforce integration settings</li><li><a href="https://higherlogic.atlassian.net/browse/VNLA-2078" rel="nofollow noreferrer ugc">VNLA-2078</a> Update salesforce addon to send custom fields with salesforceIDs</li></ul><h2 data-id="learn-more">Learn More</h2><p>You can learn more by reading our documentation here - </p><div class="js-embed embedResponsive" data-embedjson="{"body":"🛑 IMPORTANT: The Profile Extender addon and previous method of managing custom fields has been deprecated and replaced with the process discussed in this article. Any existing profile fields will be retained and migrated to the new system. Higher Logic Vanilla (Vanilla) user profiles feature a default set of profile fields…","photoUrl":"https:\/\/us.v-cdn.net\/6030677\/uploads\/GXW21TRYG1JP\/share-imagevanilla-community.jpg","url":"https:\/\/success.vanillaforums.com\/kb\/articles\/597-custom-profile-fields","embedType":"link","name":"Custom Profile Fields - HL Vanilla Community"}"> <a href="https://success.vanillaforums.com/kb/articles/597-custom-profile-fields" rel="nofollow noreferrer ugc"> https://success.vanillaforums.com/kb/articles/597-custom-profile-fields </a> </div><p></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><h3></h3><h3 data-id="-1"></h3><p><br></p> </article> </main>