Contact Cards: Field Settings

Clicking on a field within a section opens the Field Settings panel on the right. This panel allows admins to customize various aspects of the field, including its name, size, height, instructions, requirement status (mandatory or optional), conditional logic, order, and removal.

The only fields that have these options are the input fields; the description fields only provide instructions and show messages or descriptions for fields. 

Each input field offers up to two categories of editing options:

• General edits - Standard settings available for all fields.
• Conditional edits – Applied when field behavior changes based on conditions or system triggers.

The available editing options may differ depending on the input field’s design and function. There are certain input fields that offer unique customization.

Input Field Settings: General

Input fields come with General settings, however, some fields could have more or less customizable options. Check them:

•  Filevine Field Name

This is the original name of the field as it appears in Filevine. This option is locked, so no action is needed. However, it’s always helpful to double-check.

• Portal Field Name

This is a custom name that allows admins to enter a personalized field name, which is visible only in the Neodeluxe. To add a portal field name, follow these steps:

1. Click Portal Field Name and enter the personalized name.
2. Scroll down and click Apply.

• Field Layout

This feature allows admins to set the field size, ranging from one to four columns. To adjust the size, follow these steps:

1. Select one option: 1, 2, 3, or 4 column.
2. Scroll down and click Apply.

• Field Height

This field allows you to adjust the height. Here's how to do it:

1. Click on the arrows on the right side of the field to increase or decrease the height.
2. Scroll down and click Apply.

• Field Instructions

This is a short note or tip that can be displayed next to the field to guide users. To add instructions, follow these steps:

1. Click on the Field Instructions box and enter the instructions.
2. Scroll down and click Apply.

• Field Type

This field restricts the type and amount of data that can be entered.

1. Click Field Type and select TextLarge or String.  TextLarge is for entering paragraphs while String is for short information.
2. Scroll down and click Apply.

• Mandatory Field

This option makes the field required before users can save or proceed. To set a field as mandatory, follow these steps:

1. Click the Mandatory Field toggle and turn on it.
2. Scroll down and click Apply.

• View Only Field

This option makes the field optional, meaning users don’t have to fill it out. To activate it, follow these steps:

1. Click the View Only Field toggle and turn it on.
2. Scroll down and click Apply.

Input Field Settings: Conditionals

This field setting offers tools that let you apply special conditions to the field you are editing. These properties are specific to each field. 

• Add Conditionals

Follow these steps to add a conditional to your field:

1. Click on Conditionals.
2. Select the Expected Value and the Fields Codes.
3. Click Add Conditional. The Created Conditional setting automatically lists all the conditions added for the field.
4. Click Apply.

Description Field Settings

Use the Description Fields to provide instructions and show messages or descriptions for fields. These fields come with a text box. To create one, follow the instructions:

1. Select the Description Field and click Apply.
2. Click on the Field Description. 
3. Enter the message in the Field Description Content box.
4. Click Apply.

Drag and Drop Contact Cards Fields

The drag-and-drop button on the left side of the field lets admins rearrange sections by dragging and dropping. Here’s how:

1. Click on the drag-and-drop icon “”
2. Drag and drop the field to the new position.
3. Click Save to confirm your changes.

Delete Contact Cards Fields

To delete a field, click on the delete icon next to the field, and the entire field is removed automatically.