In Iteras, you can freely define an unlimited number of additional information fields. The fields can be set up on two levels: Subscriber/member level and product level. For example, an additional information field on subscriber level could be “Birthday” or “Position,” and an additional information field on product level could be “Catering” (used if the product is an event).
The fields are created and defined by going to the account menu in the upper right corner and clicking on 'Fields'.
They can then be used on the order forms. Naturally, they can also be edited under the subscriber/member. Here, only filled fields are highlighted, but all are shown under Edit.
Creating fields on subscriber/member level
In the upper right corner, select the menu item “Fields” under the Account menu. Use the “New Field for” button to create the field.
The field is assigned an internal name, which is only seen in the system, and optionally a name displayed on the form if it differs from the internal name. A help text can also be added, which is shown under the field in the registration form.
There are six different field types, each set up differently:
Text field: A text field is simply a free-text field where you can write whatever you want. You can specify how many lines it should fill vertically and the maximum number of characters allowed. Finally, a suggested value can be entered in the field.
Date field: Here a date is entered. The system recognizes most date formats. You can choose between four date displays: a plain date display, date with age calculation (e.g., for birthdays), date and time since the date, and date and time until the date. In the Iteras filter, you can filter both on dates and the calculated associated numbers – for example, you can find all subscribers/members who are between 20 and 40 years old.
Single choice: Here, a series of options can be created from which one can be selected. The options can be shown as a dropdown menu or radio buttons. As an extra feature, it is possible to enable the option to write something other than the given choices. In that case, a text field appears.
Multiple choice: Here, a series of options can also be created, with the difference that the field can be answered by selecting multiple answers.
Yes/no field: A field with two answer options – yes or no.
List of fields: Similar to Text fields, except that when you start typing in them, a new field appears below. And what can you use that for? It is relevant if you want a series of separate values, e.g., IP addresses or sequences. A somewhat special need, perhaps, but there are actually some who use it.
Creating fields on product level
Is done similarly to creating fields on subscriber/member level, except that the fields are managed under the individual Products categories in the menu on the left.