Configuring Input Fields
Nathan Veal
12 steps
56 seconds
Imagine-Ai
1
Click "Settings"
2
Click "Input Fields Configuration"
3
To rename a field, click the pencil icon
4
In the label field, type in the desired name
5
You can also mark a field as mandatory here
6
Click "Save Changes"
7
Note, that some fields may exist across different entities. For example, Zip Code appears in Person Details, Company Details and Placement Details. You would need to change it in each area
8
To adjust the options that are available in a dropdown field, click "Dropdown Values"
9
Find the desired field and then click the pencil icon. Yo can use the filters to quickly locate a field
10
Click "Add Option"
11
Type in your new option and confirm. Repeat for as many new options as you wish to add
12
Click "Save Changes"
Some dropdown options may be greyed out and unavailable for editing or deletion. This is expected behaviour. Some are system values that cannot be changed and others may be as a result of the data migration
Configuring Input Fields
Nathan Veal
12 steps
56 seconds
Imagine-Ai
1
Click "Settings"
2
Click "Input Fields Configuration"
3
To rename a field, click the pencil icon
4
In the label field, type in the desired name
5
You can also mark a field as mandatory here
6
Click "Save Changes"
7
Note, that some fields may exist across different entities. For example, Zip Code appears in Person Details, Company Details and Placement Details. You would need to change it in each area
8
To adjust the options that are available in a dropdown field, click "Dropdown Values"
9
Find the desired field and then click the pencil icon. Yo can use the filters to quickly locate a field
10
Click "Add Option"
11
Type in your new option and confirm. Repeat for as many new options as you wish to add
12
Click "Save Changes"
Some dropdown options may be greyed out and unavailable for editing or deletion. This is expected behaviour. Some are system values that cannot be changed and others may be as a result of the data migration
