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Documentation and Tutorials for your BestWebSoft products

User Guide Profile Extra Fields Plugin

 

 

 

Profile Extra Fields

User Guide

WordPress

5.8 *

Profile Extra Fields

1.2.3 *

WooCommerce

5.6.0 *

Car Rental V2

1.0.4 *

Gravity Forms

Subscriber

2.4.20 *

1.4.8 *

*When using other versions some differences are possible to occur

** Screenshots were taken from a PC

Table of Contents

1. Introduction

2. Add New

2.1. Name

2.2. Type

2.3. Max Length

2.4. Available Values

2.5. Date Format

2.6. Time Format

2.7. Pattern

2.8. Available Extensions

2.9. Field Width in Characters

2.10. The Height of the Field in the Text Lines

2.11. Description

2.12. Field Properties

2.13. Required

2.14. Required Symbol

2.15. Show by Default in User Data

2.16. Always Show in User Data

2.17. Always Show in User Registration Form

2.18. WooCommerce

2.19. Subscriber

2.20. Car Rental

2.21. Field order

3. All fields

3.1. Screen Options

3.2. Extra Fields

3.2.1. Edit Field

3.2.2. Delete Field

3.3. WooCommerce

3.3.1. WooCommerce Option

3.3.2. WooCommerce Сheckout Form

3.3.3. WooCommerce Registration Form

3.4. Subscriber

3.5. Booking

3.5.1. Car Rental V2

3.5.2. Checkout page

3.6. User Data

3.7. Shortcode Settings

3.7.1. Shortcode Inserting

3.7.2. Message for Empty Field

3.7.3. Message for the Field Unavailable for the User

3.7.4. Sort by User Name

3.7.5. Display Name

3.7.6. Show Empty Fields

3.7.7. Show User ID

3.7.8. Data Rotation

3.7.9. Debug Mode

3.7.10. Shortcode Tab Table

3.8. Profile Extra Fields Display

4. Settings

5. Miscellaneous Settings

5.1. Track Usage

5.2. Default Settings

6. Custom Code

7. License Key

7.1. Pro License

7.2. Check License Key

7.3.  Manage License Settings

8. Gravity Forms

You can download Profile Extra Fields Plugin here:

https://bestwebsoft.com/products/wordpress/plugins/profile-extra-fields

1. Introduction

Note: Сlick the “Save Changes” button in order to apply any changes.

1.1. Open your WordPress Admin Dashboard and find the menu on the left.

1.2. Open the Profile Extra Fields” > All Fields page on the dashboard.

2. Add New

Use the “Add New” page to add various types of profile extra fields.

2.1. Name

Use the “Name” option to enter the name of the field.

2.2. Type

Use the “Type” option to select the necessary type of the field.

2.2.1. Select the necessary type in the dropdown.

2.3. Max Length

Use the “Max Length” option to specify field max length. This option is available for “Text field”, “Text area”, “Number” and “URL link” field types.

2.4. Available Values

Use the “Available Values” option to add necessary values for the “Checkbox”, “Radio button” and “Drop down list” field types.

2.4.1. To add the value enter the name of a value in the field and click the “Add” button.

2.4.2. To remove the value click on the “Trash” icon.

2.4.3. To import a file, choose “Import values” and click the “Choose File” button.

Note: Upload XLSX file that includes the values to overwrite the standard values. Example: location1,location2,location3.

2.5. Date Format

Use the “Date Format” to choose the format of the date for “Date” and “Datetime” field types.

2.5.1. Choose the necessary format or set the custom one.

2.5.2. To learn more about date and time formatting follow the “Documentation on date and time formatting” link.

2.6. Time Format

Use the “Time Format” to choose the format of the time for “Time” and “Datetime” field types

2.6.1. Choose the necessary format or set the custom one.

2.7. Pattern

Use the “Pattern” option to specify a mask that will be used for the phone validation. This option is available for the “Phone Number” field type.

Note: Use only the following symbols * - ( ) +

2.8. Available Extensions

Use the "Available extensions" option to select the available extensions for attachments. This option is available for the "Attachment" field type.

2.9. Field Width in Characters

Use the “Field width in characters” option to set the necessary width for the “Textarea” field type.

2.10. The Height of the Field in the Text Lines

Use the “The height of the field in the text lines” option to set the necessary height for the “Textarea” field type.

2.11. Description

Use the “Description” to enter the description of the field.

2.12. Field Properties

Use the “Field Properties” option to enable appropriate user roles for which the field is available, editable, visible.

2.13. Required

Enable the “Required” option to make the field required.

2.14. Required Symbol

Use the “Required Symbol” option to enter the symbol that will be displayed near the required field name.

2.15. Show by Default in User Data

Enable the “Show by Default in User Data”         option to show this field by default in User Data. It can be changed using the “Screen Options” tab at the top of the page.

2.16. Always Show in User Data

Enable the “Always Show in User Data” option to show this field in User Data on any display. It can be changed using the “Screen Options” tab at the top of the page.

2.17. Always Show in User Registration Form

Enable the “Always Show in User Registration Form” option to show this field in the user registration form.

2.18. WooCommerce

Enable the “WooCommerce” option to display this field for WooCommerce.

Note: Download and activate the “WooCommerce” plugin to enable this option

Note: If this option is enabled field will be moved to the “WooCommerce” tab

 

2.19. Subscriber

Enable the “Subscriber” option to display this field for the Subscriber plugin.

To download the “Subscriber” plugin follow the link: https://bestwebsoft.com/products/wordpress/plugins/subscriber/

2.20. Car Rental

Enable the “Car Rental” option to display this field for the Car Rental plugin.

Note:  Install and activate the “Car Rental V2” plugin and “Renty V2” theme to enable and use this option.

Note: If this option is enabled field will be moved to the “Booking” tab

To download the “Car Rental V2” plugin follow the link: https://bestwebsoft.com/products/wordpress/plugins/car-rental-v2/

To download the “Renty V2” theme follow the link:

https://bestwebsoft.com/products/wordpress/themes/renty-v2-car-rental-booking-wordpress-theme/

2.21. Field order

Use the “Field order” to choose the necessary position for the field in the list.

3. All fields

Use the “All fields” page to manage created profile extra fields.

3.1. Screen Options

Use the “Screen Options” tab to enable necessary columns and set the pagination that will be visible at the “Settings” page. Make the settings and click the “Apply” button.

3.2. Extra Fields

Use the “Extra Fields” tab to edit and delete added extra fields.

3.2.1. Edit Field

To edit the field hover the cursor on the necessary field name and click the “Edit Field” button.

3.2.2. Delete Field

To delete the field hover the cursor on the necessary field name and click the “Delete Permanently” button.

3.2.2.1. To delete several fields enable the necessary fields, select “Delete Permanently” bulk action and click the “Apply” button.

3.3. WooCommerce

Use the “WooCommerce” tab to edit and delete the WooCommerce extra fields.

3.3.1. WooCommerce Option

Enable the “WooCommerce” option while adding the field on the “Add New” page to display this field for the WooCommerce.

Note: Download and activate the “WooCommerce” plugin to enable this option

3.3.2. WooCommerce Сheckout Form

Enable the “WooCommerce Сheckout Form” option while adding the field on the “Add New” page to display this field for the WooCommerce Сheckout Form.

3.3.2.1. The extra field at the checkout form will look as follows.

3.3.3. WooCommerce Registration Form

Enable the “WooCommerce Registration Form” option while adding the field on the “Add New” page to display this field for the WooCommerce Registration Form.

3.3.3.1. The extra field at the registration form will look as follows.

3.4. Subscriber

Use the “Subscriber” tab to edit and delete the “Subscriber” fields.

3.4.1. Enable the “Subscriber” while adding the field on the “Add New” page to display this field for the Subscriber Form.

3.4.2 The extra field at the Subscribers will look as follows.

3.5. Booking

Use the “Booking” tab to edit and delete the “Car Rental” fields.

3.5.1. Car Rental V2

Enable the “Car Rental V2” while adding the field on the “Add New” page to display this field for the Car Rental V2 plugin.

3.5.2. Checkout page

Enable the “Checkout page” to display this field for the car rental checkout page.

3.5.2.1. The extra field at the checkout page will look as follows.

3.6. User Data

Use the “User Data” tab to view, search, and export all the user data extra fields information.

3.6.1. To export user data to the computer select the necessary “Data layout” in the dropdown and click the “Export” button.

3.6.2. The exported file will have a .csv format and look as follows.

3.6.3. To search the user data enter the request in the search field and click the “Search button.

3.7. Shortcode Settings

Use the “Shortcode Settings” tab to make settings for user data information inserted via shortcode on posts and pages.

3.7.1. Shortcode Inserting

Add user data to your page or post by clicking on the  button in the content edit block using the “Visual” mode.

Note: If the button isn't displayed, use the shortcode [prflxtrflds_user_data] or [prflxtrflds_user_data display=* user_role=* user_id=*], where you can specify the data position (columns or rows), user role and user ID.

3.7.2. Message for Empty Field

Use the “Message for Empty Field” option to enter the text of the message when the field is empty.

3.7.3. Message for the Field Unavailable for the User        

Use the “Message for the Field Unavailable for the User” option to enter the text of the message when the user doesn’t have permission to see the field.

3.7.4. Sort by User Name

Use the “Sort by User Name” option to sort records by user name in ascending order or in descending order.

3.7.4.1. Select “ASC” to sort records by user name in ascending order.

3.7.4.2. Select “DESC” to sort records by user name in descending order.

3.7.5. Display Name

Use the “Display Name” option to choose the name format which will be displayed in the table on posts or pages. Choose between the “Username” and “Public Name”.

3.7.6. Show Empty Fields

Enable the “Show Empty Fields” option to show the field if the value is not filled by a user.

3.7.7. Show User ID

Enable the “Show User ID” option to show ID in the inserted user data table.

3.7.8. Data Rotation

Use the “Data Rotation” to select the display mode for the table.

3.7.8.1. Select “Rows” to display field names vertically.

3.7.8.2. After saving changes and inserting the table via shortcode the “Rows” rotation will look as follows.

3.7.8.3. Select “Columns” to display field names horizontally.

3.7.8.4. After saving changes and inserting the table via shortcode the “Columns” rotation will look as follows.

3.7.9. Debug Mode

Enable the “Debug Mode” option to display error messages when shortcode formation is failed (i.e. there are no users for the selected roles).

3.7.10. Shortcode Tab Table 

Use the table in the “Shortcode Settings” tab to make changes for the inserted table appearance.

3.7.10.1. Enable the necessary fields in the “Show This Field” column to show or hide fields in the inserted table.

3.7.10.2. Use the “Show Only If the Next Value is Selected” column to show the necessary fields depending on the selected value for the “Checkbox”, “Radio Button” and “Drop down” field types.

3.8. Profile Extra Fields Display

Profile Extra Fields” on the “Your Profile” page will look as follows.

4. Settings

Use the options on the “Settings” page to make the additional settings of the plugin.

5. Miscellaneous Settings

Use the options of the “Miscellaneous Settings” tab to make the settings regarding the track usage and default settings.

5.1. Track Usage

Enable the “Track Usage” option to allow tracking plugin usage anonymously.

5.2. Default Settings

Click the “Restore Settings button to reset all the settings made previously and revert them to the default ones.


6. Custom Code

Use the “Custom code” tab to insert a CSS, PHP or JavaScript code. To activate a custom code, enable the “Activate custom … code” option and save changes.

7. License Key

Use the “License Key” tab to activate or check the Pro plugin license.

7.1. Pro License

After a successful plugin purchase, you will receive an email notification with a download link and a license key. Activate Pro license by pasting a license key into the “reCaptcha Pro License” field and clicking the “Save Changes” button.


7.2. Check License Key

To check the license key, click the “Check license key” button. If the entered key is correct, the notification “The license key is valid. Your license will expire on XXXX-XX-XX” will be displayed in the upper left corner of the page.

7.3.  Manage License Settings

Use the “Manage License Settings” option to change your license settings. Click the “Login to Client Area” button to open your personal Client Area dashboard located on the https://bestwebsoft.com/ website. Browse and download purchased products, change the license domain and copy the license keys.

8. Gravity Forms

Profile Extra Fields by BestWebSoft is compatible with the “Gravity Forms” plugin.

After a successful download and activation of the “Gravity Forms” plugin you can add profile extra fields to the form you want.

8.1. Open the “Gravity Forms” > “New Form” page.

8.2. The “Add New Form” page will open.

8.3. Drag and drop the necessary Profile Extra Fields field from the given list.

8.4. After saving changes “Gravity Forms” form with Profile Extra Fields will look as follows.

Thank you!

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