Administrator

How do I create User Metadata fields?

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Ryan Richins
  • Agilix team member

Create metadata fields that allow you to record and track additional information about a user.

To do so:

  1. Open Domain Settings.
  2. Click Add on the Metadata for users card.
  3. Provide the following:
    • Name, which is not visible to the users and cannot include spaces or special characters (you can underscore or hyphenate between words).
    • Title, which is visible to user.
    • Input Type.
    • Any Placeholder text you want.
    • Default, which defines the state or content that you want present in the field when users first encounter it.
    • Indicate which options you want to apply:
      • Read-only in subdomains: Check this box if you want the metadata to appear in subdomains, but not be editable.
      • Hidden in subdomains: Check this box if you don't want the metadata to appear in subdomains.
      • Required when editing: Check this box if you want the field to be required.
      • Include metadata filter in list view: Check this box if you want this to appear as a filter various screens in the Admin app. If you select this, you can also:
        • Indicate the List-view column width (in pixels).
        • Indicate whether you want to Include metadata filter in list view and, if so, provide the Default filter value. If you do not specify a value, then the list is not filtered by that metadata field.
  4. Click Done and Save.

Which screens are impacted by advanced User metadata?

Selecting the Include metadata column in list view option makes the filter appears on the following screens:

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