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Field Library

These features are available on All Plans (except where noted)

 

Getting There

From your Home screen, click Manage in the main menu, then select Field Library from the drop-down. Or, if you've favorited the Field Library Manager, simply click Fields in the top bar of the Home screen.

Layout

The Field Library houses the custom fields you've created using the Field Widget. There's also a dashboard that gives you an update on how many of each individual custom field type you can create; the max for each type is listed.

If you'd like to favorite the Field Library Manager (which adds a direct link to the manager to the top of your Home screen) click the heart icon to the right of the Field Library title at the top of your screen. To remove it from your favorites, click the heart icon again.

Note: The favorites settings are stored in your browser; so if you log into ShortStack on a different computer/in a different browser, you will need to re-establish your favorites.

Fields

Your fields will appear on the right-hand side. Each info pane will show you the following information:

  • The name of the field
  • The date/time the field was created
  • The type of field
  • The Internal Field Name of the field

Click the mceclip4.png button on the right to jump directly into the Field Editor so you can make changes to the selected field.

 

Field Editor

The Field Editor is where you'll make changes to your custom fields. There are three sections: Details, Default Settings, and Campaigns.

Details

In the Details tab, you can change the Name of the field, add a Description, and add a custom Label for Exporting and Webhooks. You can also see the Field Type and what the Internal Field Name is, for your reference. Additionally, the option to archive the field is present.

Note: Once you have archived a field, this is permanent and can not be undone.

Default Settings

The Default Settings tab is where you can find (and change) the settings used when the selected field is chosen for a new Field Widget. These settings can be overridden when configuring the Field Widget in your campaign.

The sections shown will change depending on what type of field you're configuring, but some common options will be Layout, Text, Validation, Content, and Error Messages.

The advanced options settings include the Instructions and Extra CSS Classes.

Campaigns

The Campaigns tab contains a list of all the campaigns currently using the selected field. Clicking on any of the campaign names will open the clicked campaign in the Campaign Builder.

Filters

There are a list of filters on the left that you can use to display specific fields, making things easier to find. You can filter by Field Type–Text, Boolean, List, Date, or Number–or Archived status.

 

Sorting

To sort the fields, click the button next to the number of fields at the top. Your options are to sort your fields by Newest, Oldest, Name (A-Z), and Name (Z-A).

Working with Fields

There are a couple of other options available when working with fields; you'll see the bar appear up top when you've clicked a field to highlight it.

Tag

This feature available on the Pro Plan

Clicking the Tag button will allow you to add tags to all of the selected fields. It also has an area that shows you all the tags already applied to the fields. Just type the tags you wish to add (with a comma between each), hit Enter/Return on your keyboard after each, then click the blue Save button.

Archive

Clicking on Archive will permanently remove all of the selected fields. You can view archived fields, but you can not reuse them in future lists. To archive a field, click on the Archive button and then type in the prompt to confirm you understand this action is permanent. Finally, click the red Archive button to finish the process.



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