By clicking on Field Management, you can manage and configure the fields of the selected Object.
Here you will get three sub-menus under “Field Management Settings”: (Screenshot-1)
> General Management > Conditional Management > Picklist Management
> General Management
Under the “General Management”, you can manage the Fields related to all the general details and text captions that will be displayed in the customer portal. (Screenshot-2)
– Field Name: You will get the list of the fields as per the selection of the Object under the Portal Layout Settings.
– Field Label: Insert the desired ‘label’ of the field so portal users can easily recognize the fields.
– Help Tip: Insert a short/instructive message regarding the Field.
– Validation message: Insert custom validation messages for the Field to give the mandatory instruction.
– Placeholder: You can insert a custom Placeholder for any field to display what to insert in the specific field. This placeholder will be applicable only for text fields.
– Required: If any Field is mandatory from the portal side, tick the ‘Required’ option. The portal users will get it as a mandatory field.
– Read Only: If you want to provide a field that should not be editable for the portal user but just want to display there, tick the ‘Read Only’ option.
– Searchable: Portal users can filter the records as per the search option. If you want to add the field in the search option in the portal, select that field as ‘Searchable’.
> Conditional Management
Under the “Conditional Management” for the fields, you can set the condition to make the visibility of the field on the customer portal side. You can configure the Field Visibility and Conditional Field by defining the hide/show for other fields. (Screenshot-3)
Ex. If Field B depends upon Field A and you want to display the “Field B” based on the selection of the ”Field A”, you can define this conditional visibility for the fields under Advance Field Management.
Under the Conditional Management, by clicking on the + (Add New Statement), you can configure the Field Visibility by setting the conditional field’s value. Conditional Field Management will work as follows:
Select Field for visibility:
You must select the field for visibility to perform and manage the other conditional field. You will get the fields in the visibility list as per the selection of the Object. (Screenshot-4)
1. The Field for that you want to set the visibility in the customer portal. Either ‘Visible’ or ‘Hide’. (Screenshot-5)
2.Select Default Visibility: (Screenshot-5)
You need to select the ‘default visibility’ for that field. Define what activity (visible/hide) you want to perform when the customer selects the visibility field.
i.e., If you select the visible here, the selected field is visible to the customer in the customer portal. But, If you have selected hidden here, by default the selected field will be hidden.
3.Condition match: (Screenshot-5)
You can define the hide/show for the selected field as per the ‘conditional field’. Based on the Conditional Field, the default field visibility will change.
Conditional Field: Select the Field on which you want to perform the field visibility (hide/show). (Screenshot-6)
Case-1 When the “Default Field Visibility” is selected as Visible, if the “Conditional Field” is matched, the default field visibility will be changed to “hidden” and the selected Field will be hidden in the portal. In this case, if the portal user selects the Field which is the “Conditional Field”, the selected field for visibility will be hidden from the portal page. (Screenshot-7)
Case-2 But when the “Default Field Visibility” is selected as Hidden, if the “Conditional Field” is matched, the default field visibility will be changed to “visible”, and the selected Field will be displayed in the portal. In this case, if the portal user selects the Field that is the “Conditional Field”, the selected Field for visibility will be displayed from the portal page. (Screenshot-8)
Multi-Select Matching Category: You can select the condition to match from here. (Screenshot-9)
If you want to set the condition to match any of the values, select the “Any” option. e., OR condition.
If you want to match multiple exact options, select the “ALL” option. i.e., AND condition.
Conditional Field Option: Select the values on which the conditions should match.
After configuring the Conditional Management, click on the Save button to apply the changes.
You can add more field visibility conditions by clicking on the + (Add New Statement) button to provide the conditional field visibility for other Fields.
If any Field visibility management is no longer in use, you can remove it by clicking on the ‘delete’ icon. (Screenshot-10)
> Picklist Management
Under the “Picklist Management”, you can manage and configure the Portal Visible Picklist, Default Picklist and Multi-picklist selection for the Fields to provide the picklist options on the portal side.
The Picklist Management is a dynamic picklist selection configuration for the Fields of the selected Object. You can enable the specific Field’s options to allow the customers to select from the customer portal.
Portal Visible Picklist
You will get the picklist options (values) of the Field under the ‘Portal Visible Picklist’ column. You can display the picklist options on the customer portal side by selecting the required options of the Field.
By clicking on clear all options, the selection will be removed. If you have not selected any option from the picklist, all the options will be displayed in the customer portal to the portal users.
You can select a single picklist option from the dropdown to display by default pre-selected in the customer portal for that Field. You will select only the single picklist option of the Field. (Screenshot-11)
You can also enable only the specific picklist options in the “Portal Visible Picklist”. If you have selected the specific picklist options, you will get only those options in the Default Picklist dropdown list. (Screenshot-12)
If you have not selected any Default Picklist or selected as — None —, the customers will not get any value by default pre-selected on the customer portal side. They need to select the required picklist option of that Field manually. (Screenshot-13)
After configuring the Picklist options, click on the Save button to apply the changes.
Some of the CRM Fields have Multi Picklist options that provide multi-selection options to the portal users.
You can also select the picklist options in the Portal Visible Picklist and “Default Picklist”. (Screenshot-14)
By using ‘Multi Picklist’ selection, you can define the limits of the selection from the Picklist option to allow the customers to select the multiple Fields options for the customer portal. (Screenshot-15)
i.e., If there are 3 options in the picklist but you want to allow a maximum of 2 options out of 3 options, the portal users can select up to 2 options in the portal. The customers cannot select more than 2 picklist options.
You can customize and provide the Multi-Picklist options of the Field as you have configured here. After configuring the Picklist options, click on the Save button to apply the changes. (Screenshot-16)