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Adding your own input fields on the Order Processing page
Last Updated: 2/20/2007
Question / Problem: How can I add my own input fields on the Order Processing page?


Answer / Solution: You can customize the order processing page to add your own special questions for the customer to answer when completing the order. You can do this as a first-time customer, or every time they complete an order in the system
  1. Go to the Settings —> Custom Fields section.
  2. Select the table in which you wish to save the response (Customers if you want the question asked once per customer, or Orders if this is to occur on every order).
  3. Set Alias to something related to the question (e.g., "HowFound" if the question is "How did you find us?")
  4. Set Question (e.g., the prompt that the customer reads, such as "How did you hear of us?")
  5. Set the Input Type
    • Dropdown - if you want to provide a specific list of possible responses
    • Textbox - if you want to give them an area they can type into
    • Checkbox - if you want to give them a place to mark a checkbox (such as "You agree to these terms:")
  6. Maximum length - used only for the Textbox option
  7. Is_required? -- if you don't want the customer to continue without setting some value -- often used on an "Agree to our terms?"-type check box so they can't continue until they agree to the stated terms.
  8. Is_public? -- this enables the field to be used by the system so you must check it for the question to be displayed to the user

If the input type is Dropdown, you need to supply the list of possible options. To do this, you go to the Custom Fields Dropdown Values (blue tab) and add in all of the desired possible answers (don't forget to include an "Other" option)
As you add each possible option, make sure you set the "Custom_Fields_ID" to the ID of the field you picked in the first step (usually in the range of 1-10).

One final note: you might sometimes want to include a link to some other page on your site as part of the prompt to the user, so you do have the option of including HTML in the question above. For example, if you're adding an "Agree to terms" question, you might add a " (Click here for our terms)" to the end of the question. To do so, possible HTML you might use for the question might be:

I agree to the terms for this site <a href="/terms.asp" target="_blank">(click here for our terms)</a>

If this procedure is properly followed, you will then see that question (pop-out, text, or checkbox) on the order processing screen.


 
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