Manage Form Fields
This screen is perhaps the first and most important screen of Business Directory. Here you manage all the fields you wish to display in the listings themselves. You can set the order of display, whether the fields are shown in the excerpt (list view), the listing (detail view), search form or any combination of the above. You also set field attributes like type (text, URL, etc) and whether a field is required/optional.
You can preview the form at any time by clicking the “Preview Form” button at the top to see how your changes will look on the Submit Listing screen.
When you select the menu item under Directory Admin->Manage Form Fields, you see this main screen:
Your field names may be different than the ones shown. The right hand column shows at a glance, whether field is:
- Optional or Required
- Displayed in the “list view” (In Excerpt) or in the “detail view” (In Listing)
You can find additional information about the field by hovering over the field name and clicking “Edit”.
You can do a number of actions from here:
- Add New Form Field
- Edit an existing Form Field
- Delete an existing Form Field
- Preview Form
- Manage Theme Tags
NOTE: You can also Add category-specific fields, which is explained here.
Adding a New Form Field
- Click the Add New Form Field button at the top of Manage Form Fields screen
- Enter the data shown below
- Click “Add Field” and the field will be saved
Form Field Settings and What They Mean
Field Association (required): This is the meaning of the field in the eyes of WordPress. Only certain associations are allowed in WP, so you must pick from this list. Your options are as follows:
- Post Title: Select this option for the (top) Title field for your listings. Can only be used for one field in your set of fields
- Post Content: Select this option for the “main content” of your listing. Usually, this is the Long Description field for your listings. Can only be used for one field in your set of fields
- Post Category: Select this option for the “category” of your listing. Used by the Business Genre field (by default) for your listings. Can only be used for one field in your set of fields
- Post Excerpt: Used by the Short Description field for your listings (for displaying in the list view). Can only be used for one field in your set of fields
- Post Tags: Used by the Tags field for your listings. Can only be used for one field in your set of fields
- Post Metadata: The type used by all other fields. Can represent any other type of field (e.g. URL, LinkedIn, Facebook, Email, etc). Can be used as many times as you want
You may see other associations when viewing certain fields like Regions or Ratings. These associations are internal for BD and are not editable.
Field Type (required): The type of control used to display and enter your field data. Select from:
- Textfield: A basic one-line text field for text entry
- Select list: A drop-down field with limited choices and a single selection option
- URL field: A web link with additional configuration options
- Textarea: A multi-line text entry control
- Radio button: A set of exclusive choices presented in a bulleted list
- Multiselect List: A listbox field with limited choices and multiple selection option (by using Ctrl or Shift clicking)
- Checkbox: A set of inclusive choices presented in a bulleted list
- Social Site (Facebook): Allows entry of a Facebook page to create a Like button pointing to that page
- Social Site (Twitter): Allows entry of a Twitter handle (e.g. @handle) or a full URL to a Twitter account to create a Follow button on the profile
- Social Site (LinkedIn): Allows the entry of a Business LinkedIn profile (only business profiles supported, personal ones do not work) SEE NOTE BELOW ABOUT USING THIS FIELD
- Image Upload: A field that accepts a file upload (usually used for logos)
- Date Field: A field that uses a calendar control to accept formatted dates.
- Phone Number: A field that usually uses a phone number validator to accept formatted phone numbers. The field will attempt to use the Phone metadata tags so that mobile browsers will render this as a link and allow users to call the number directly.
IMPORTANT NOTE about LinkedIn: The LinkedIn field is very particular about what you put in there (because of their API). It’s not an URL of your profile. What needs to go into the LinkedIn form field of the listing is the company number assigned by LinkedIn.
Example: If you follow the link https://www.linkedin.com/company/1480
You will go to the company page for Adobe and 1480 is the LinkedIn identifier for Adobe. To add Adobe’s page for LinkedIn, put 1480 into the LinkedIn form field of the listing and the button will appear, and let you “follow” the company. If you click it it will take you to the LinkedIn company page.
Field Label (required): The text label used with this field on the forms (can be hidden, see below)
Field description (optional): A description that can be displayed under or next to the field (depending on your theme) for additional info regarding how to use it
Field validation options
Field Validator: The type of validation to be performed on the field prior to submitting the data.
- No validator: performs no validation on the field (default)
- Email: Ensures the entered data conforms to a standard email address of the form [email protected]
- URL: Ensures the data is a standard web URL of the form http(s)://site.ext/sub-url/
- Whole Number: Ensures the entered data is a valid integer value
- Decimal Number: Ensures the entered data is a valid floating point or integer value
- Date: Ensures the entered data will parse as a date
Fields that fail validation will prevent the listing from being saved/submitted.
Is field required?: Whether this field must be always be filled in or not.
Some fields have additional settings that depends on the type of the field. These additional options are explained below:
|Field Type||Setting||What it does|
|Select List, Radio Button, & Checkbox fields||Field Options||The list of options to choose from, using comma (,) separated list of options. Example: Red,Blue,Green|
|Select List, & Multi-select fields||Allow empty selection on search?||Turning this on allows this field to be optional during searches from the Advanced Search screen|
|Multi-select fields||Number of options visible without scrolling?||Adjusts the height of the list box on the Advanced Search screen by setting the number of visible options|
|URL Field||Open link in a new window?||Determines whether clicking on the link will open a new browser tab or not.|
|URL Field||Use rel=”nofollow” when displaying the link?||Adds the nofollow directive to the link to prevent web crawlers from following it. Can be overridden by Featured Levels|
|Date Field||Date format||Allows you to select a number of common formats for dates|
|Text Field (Long Description only)||Allow HTML in field?||Allow users to enter a specific subset of tags in HTML (security limited ones). Here’s the full list of restricted tags that aren’t valid in the field|
|Text Field (Long Description only)||Allow WordPress shortcodes||Allow users to enter a valid WordPress shortcode in the field and expand it. By default, shortcodes do not expand in text fields|
|Text Field (Long Description only)||Allow iFrames to be used||Allow users to enter iframes in your Long Description field. This is NOT RECOMMENDED for security reasons, but we allow you to override the default setting. Requires that you allow HTML as well|
Field display options
Show this value in excerpt view?: When turned on, the field will show in the excerpt (list) view.
Show this value in listing view?: When turned on, the field will show in the listing (detail) view.
Include this field in the search form?: When turned on, include this field in the search form.
Hide this field’s label?: Allows you to turn off this particular field label on the forms if you don’t want it.
Field Privacy Options
This field contains sensitive or private information?: Add this field when exporting or deleting user’s personal data. NOTE: This setting was added to accommodate users affected by the GDPR privacy regulations in the European Union and refers to the exportation of data into a CSV file. We have a separate article on that here.
Editing an existing Form Field
- From the Manage Form Fields screen, hover over the plan you wish to edit
- Click the Edit link
- Edit the data noted above
- Click “Save Field” and the data will be saved
Deleting a Form Field
- From the Manage Form Fields screen, hover over the plan you wish to remove
- Click the Delete link
- You will be asked to confirm the deletion on a new screen
- Click the Delete button to complete the process
Previewing the Listing Form
Clicking on the “Preview Form” button will create a rough idea of what the form will look like on the Submit Listing section. It’s not an exact display because it doesn’t apply the final CSS to the form but it will show you the labels, order and basic layout. An example is shown below:
Managing Theme Tags
Theme Tags are the way Business Directory maps a field to a display area in the BD Directory Theme (not your WP theme!). For example, you might identify 3 fields like “Customer Address”, “Customer State”, and “Customer City” to map to “Address”, “State” and “City” in the directory theme. This allows BD to “understand” what the field means in your mind, and allows us to do things like special formatting. It’s the difference between the unformatted address, and a formatted one.
Unformatted (no theme)
Formatted (using Elegant Business theme from BD Directory Themes)
The Manage Theme tags screen looks like this:
When checking your theme tags, you should do the following, IN ORDER:
- Create all of the fields you think you’ll need in your directory.
- Go to Directory Admin->Manage Form Fields, and click Manage Theme Tags. You’ll see the screen above (without the colorful arrows)
- Starting with the next Unmapped field, see if you already have a field to map to it. In the example above, notice that Address is unmapped. In my fields, I already defined “Customer Address” so I can open the drop-down and select “Customer Address” for the mapping.
- Repeat step 1 for every field on your Unmapped fields.
- If you don’t have a field for mapping, add one under Directory Admin->Manage Form Fields. Return to Manage Theme Tags and map the field