How to change user account form fields

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Summary:

To customize the user edit page in Tangram, follow these steps:

1. Creating and Connecting Fields:
   • In the admin account, go to the fields table.
   • Click plus new to add a field.
   • For a multi-select skills field, create a drop-down field and ensure multi-select is enabled.
   • Add drop-down values manually (comma-separated) or via CSV.
   • Drag and drop values to change the order or edit/delete them.
2. Connecting the Field to a User Role:
   • Go to the connected field groups tab.
   • Link the field to the service provider role (or any relevant role/form).
   • Set the field as required or optional.
3. Editing User Profiles:
   • After connection, the new field will appear in the user edit form.
   • Logging in as the service provider will show the field in a cleaner view.
4. Editing Labels, Placeholders & Field Order:
   • In the users table, find the user type (e.g., service provider).
   • Click manage to edit the form.
   • Drag and drop fields to reorder them.
   • Click the pencil icon to rename labels, set placeholder text, or add default values.
5. Admin-Only Fields:
   • Use the hide from non-admin users option for internal fields (e.g., featured users).
6. Field Types Supported:
   • Text fields, text areas, links, numbers, drop-downs, file uploads, dates, and payment fields.

This process ensures that any field can be created, customized, and connected to the user edit profile page.
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Transcript:
" You have a user edit page like this, created in Tangram, but you want to know how to customize this form, edit the field labels, edit placeholder text, add new fields. In this video, I'll be covering how to do that. In the admin account, you'll go to the fields table and you'll essentially create fields and then connect them to whatever user role you want to have that field on the edit profile form.

Let's make the goal to add a multi select skills field, not just categories. I will go to fields, click plus new, create a drop down field for skills because we want it to be a multi select drop down field. I'll say skills. It's already default enabled as multi select, but if you want it to be single select, you can just uncheck this and hit save.

Then you'll go to the drop down values, and I'll just say scale 1, 2, 3, separated by commas so it adds multiple at a time. Saves me some time. Or you can upload them via CSV. You can change the order at any time by dragging and dropping as well. Or click edit and edit the field value or delete them or add new ones.

Now the important part to make this field that you just created show up on that edit profile page is go to the connected field groups tab and connect it to a field group. In this case, the group of fields we want to connect this field to is the service provider role. But you would do the same thing if you wanted to add fields to listing creation forms as well or to the customer edit page.

You just make sure that it's connected to the appropriate role or listing type and you can decide if it's required or not required.

Now, if we go to the users table, and try to edit any of the service providers, because we just connected that skills field,

it'll have a skills field at the bottom here. And I'm just gonna quickly show you what it looks like as if you were logged in as that service provider, as it's a bit of a cleaner view without all the extra admin buttons. You can see the skills tab has been properly added, the skills field, and we can connect all of our skills here.

Now what about editing the labels and the placeholder text or the order of the fields in this form. That has to be done. from the management tab for a user as an admin. You'd go to the users table, you'd find the type of user form you want to edit, like a service provider, click manage. And directly from this user edit page, while logged into the admin account, you can drag and drop to change the order of any of the fields here.

Or you can click the little pencil icon to edit the field label. If I wanted instead of bio, this to say about me, I could say about me. I could also add a default title. field value or add a placeholder text like here is a bit about me it's safe There's a couple other settings under those pencil icons like if you want to have this featured checkbox that allows you to Feature users or tag them as something that only the admin should be able to edit you can check the box It says hide this field from non admin users so you can use that just for internal Management purposes.

The seller would not see this field because we have hide this field from non admin users checked. Just one little note there. But other than that, this should cover your ability to create fields of any type from the fields table and connect them to the user edit profile page in Tangram. You can create text fields which are like a sentence or two, text areas if there's larger bodies of text, links to social media like Instagram, Facebook links, etc.

Number fields, drop down fields, file uploads for photos or PDFs, date fields for things like birthdays, payment fields, and we already have the password field, but by default you don't probably need to connect any of those other types there."