User Field Options

Configure User Field Options

This only applies to Select, Cascading, Radio and Check Box fields.

Certain fields allow you to add a defined list of options that can be ticked or selected. Here's how to set them up;

Add an Option

1. Select the User field.

2. Click on Options.

3. Click on Add Value.

4. Give your option a description and a code.

5. Click Save.

6. Repeat for each option you want to add.

Option Codes must be unique per user field.

7. While searching for a numerous user field you can filter or sort through them.

Options are filterable and sortable through these icons :

Delete an Option

1. Select the option you want to delete.

2. Click Delete option.

Only options that have not been used on a form can be deleted.

Disable an Option

When an option has been used on a form you cannot delete it.

But you can Disable it.

1. To do this, select the option you would like to disable.

2. Click on Disable.

3. Click Update.

Import Options

You can import your user field options using a txt or Excel file. This will help you save time rather than adding them one by one manually.

1. Click on Import Options.

2. Download the Excel Template.

3. Enter a description.

4. Enter a code.

5. Put 'N' in the "IsDisabled" column.

6. If the user field is a mapped user field (refer here for more information) enter the UserID for the Contact.

7. Save your file.

8. Click on Select files or drag and drop your file.

9. Click Import.

Importing Cascade Options

When importing Cascading user fields, RIB CX imports the Parent and Child user fields in that exact order in the Excel spreadsheet.

In order to add 'Parent' and 'Child' cascading fields, start the Parent with forward slash '/ ' and add Child after that with another '/ '. Add further child options the same way.

The below example shows how Excel spreadsheet import reflects in RIB CX when importing cascading options :

Exporting User Field Options

1. Click on Options

2. Click on either Download Options (Excel) or Download Options (Text File) dependent on which you prefer.

Excel

Text

The exported file also indicates which options are disabled. Indicated by a Y.

Show Disabled

1. Click on Options.

2. Toggle on "Show Disabled".

Copy Field

1. Click on Options.

2. Click on Copy Field.

3. Select the form types you want this user field to go on to.

4. Enter a code that will appear on the destination forms.

5. Click Copy.

History of User Field

If you click History in the user field menu, you will see and updates or changes that have been made to user field options

History audit trail below shows that at 10:29:22 AM on 10/07/2024, 'Parent3:Parent 2' was changed to new value of 'Parent3:Parent 3'

History Log when User Field is Created

A history log is added whenever a user field is created. This can be accessed by clicking the 'History' button.

Applicable Sources: This applies to user fields created from the user field page, form designer, modern and classic forms, and form push/import.

Recorded Details: The log records all settings and their saved values, the type of the user field at creation, who created it and when.

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