Custom Fields - Revision history

PeterM: /* Show on Order Form */

2023-12-19T15:11:27Z

‎Show on Order Form

SarahK at 17:11, 28 December 2022

2022-12-28T17:11:20Z

PeterM: /* Client Custom Fields */

2022-11-01T15:40:53Z

‎Client Custom Fields

SarahK at 21:20, 20 April 2022

2022-04-20T21:20:51Z

SarahK at 18:10, 11 March 2022

2022-03-11T18:10:04Z

SarahK at 21:03, 3 February 2022

2022-02-03T21:03:42Z

SarahK at 20:58, 3 February 2022

2022-02-03T20:58:42Z

Show changes

Lawrence: /* Regular Expression Validation */

2021-04-28T19:17:03Z

‎Regular Expression Validation

Lawrence: /* Regular Expression Validation */

2021-04-28T19:15:23Z

‎Regular Expression Validation

Lawrence: /* Regular Expression Validation */

2021-04-28T19:14:49Z

‎Regular Expression Validation

@@ Line 91: / Line 91: @@
 === Show on Order Form ===
-Check '''Show on Order Form''' if you want to display this field on the order form in the Client Area.
+Check '''Show on Order Form''' if you want to display this field on the order form in the Client Area when a client is registering.
 === Show on Invoice ===

@@ Line 7: / Line 7: @@
 Custom fields for clients display in the client's profile for admins, clients, or both and can optionally display on the order form. Set these to '''Show on Order Form''' if you want the client to enter them. You can also leave them as only visible in the admin area, for private entries. The client can view and edit the field values from the client area unless you set them to admin only.
-You can configure custom client fields at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Custom Client Fields|Custom Fields]]''' or, prior to WHMCS 8.0, '''Setup > Custom Client Fields'''.
+To add a custom field to your clients' profiles:
 <div class="docs-alert-success">

@@ Line 7: / Line 7: @@
 Custom fields for clients display in the client's profile for admins, clients, or both and can optionally display on the order form. Set these to '''Show on Order Form''' if you want the client to enter them. You can also leave them as only visible in the admin area, for private entries. The client can view and edit the field values from the client area unless you set them to admin only.
-You can configure custom client fields at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Custom Client Fields]]''' or, prior to WHMCS 8.0, '''Setup > Custom Client Fields'''.
+You can configure custom client fields at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Custom Client Fields|Custom Fields]]''' or, prior to WHMCS 8.0, '''Setup > Custom Client Fields'''.
 <div class="docs-alert-success">

@@ Line 7: / Line 7: @@
 Custom fields for clients display in the client's profile for admins, clients, or both and can optionally display on the order form. Set these to '''Show on Order Form''' if you want the client to enter them. You can also leave them as only visible in the admin area, for private entries. The client can view and edit the field values from the client area unless you set them to admin only.
-You can configure custom client fields at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Custom Client Fields]]'''.
+You can configure custom client fields at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Custom Client Fields]]''' or, prior to WHMCS 8.0, '''Setup > Custom Client Fields'''.
 <div class="docs-alert-success">
@@ Line 21: / Line 21: @@
 Some modules require specific fields, which you can find in the documentation for that module.
-You can configure custom product fields in the '''Custom Fields''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]'''.
+You can configure custom product fields in the '''Custom Fields''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''.
 <div class="docs-alert-success">
@@ Line 33: / Line 33: @@
 Custom fields for support departments display during ticket submission, or you can optionally choose to only display them in the Admin Area. They allow you to ask users for additional information when opening tickets. The system can use this for things like current usernames and passwords.
-You can configure custom support department fields in the '''Custom Fields''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]'''.
+You can configure custom support department fields in the '''Custom Fields''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]''' or, prior to WHMCS 8.0, '''Setup > Support > Support Departments'''.
 == Field Types ==
@@ Line 96: / Line 96: @@
 * Product custom fields display as part of the line item descriptions for those products.
-If you enable '''Store Client Data Snapshot''' in the '''[[Invoice Tab|Invoices]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' and then create or edit a custom field after invoice creation, the invoice won't reflect those changed values and new fields. However, future invoices will show them.
+If you enable '''Store Client Data Snapshot''' in the '''[[Invoice Tab|Invoices]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. Then, create or edit a custom field after invoice creation, the invoice won't reflect those changed values and new fields. However, future invoices will show them.
 ==Displaying Custom Fields in Emails==

@@ Line 96: / Line 96: @@
 * Product custom fields display as part of the line item descriptions for those products.
-If you enable '''Store Client Data Snapshot''' in the '''[[Invoices Tab|Invoices]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' and then create or edit a custom field after invoice creation, the invoice won't reflect those changed values and new fields. However, future invoices will show them.
+If you enable '''Store Client Data Snapshot''' in the '''[[Invoice Tab|Invoices]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' and then create or edit a custom field after invoice creation, the invoice won't reflect those changed values and new fields. However, future invoices will show them.
 ==Displaying Custom Fields in Emails==

@@ Line 8: / Line 8: @@
 You can configure custom client fields at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Custom Client Fields]]'''.
 == Product Custom Fields ==
@@ Line 16: / Line 22: @@
 You can configure custom product fields in the '''Custom Fields''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]'''.
 == Support Department Custom Fields ==
@@ Line 137: / Line 149: @@
 {$service_custom_field_ipallocation|nl2br}
 </source>
 ==Friendly Display Names==

@@ Line 122: / Line 122: @@
 Numbers only (0-9, any length):
+ /^[0-9]+$/
 See http://www.rexegg.com/regex-quickstart.html for a detailed guide.

← Older revision		Revision as of 19:15, 28 April 2021
Line 122:		Line 122:

	Numbers only (0-9, any length):		Numbers only (0-9, any length):
		+
	/^[0-9]+$/		/^[0-9]+$/

@@ Line 120: / Line 120: @@
 A date in the format DD/MM/YYYY:
   /^\d{1,2}\/\d{1,2}\/\d{4}$/
 See http://www.rexegg.com/regex-quickstart.html for a detailed guide.