Publishing Documents Custom Fields in Storefront
- Panagiotis Papanastasiou
This page offers information on the documents custom fields that appear in Storefront. Also, you can find a guide on how you can publish to Storefront documents custom fields, as well as how you can define a Display Rule for the manually created document custom fields.
Documents Custom Fields in Storefront
In Storefront, certain automatically-published (extra) custom fields for documents can be visible after the user uploads them and publishes them to Storefront, either via the My Account → Documents path in Storefront, or via the Storefront’s Widget Dashboard by locating the widget called Recently Updated Documents.
For more information regarding the viewability of Documents Custom Fields in Storefront, please check the Viewing Published Documents page.
Enabling Documents Custom Fields in Storefront
If you want to display document information to your customers or keep certain user-specific information on display, you can publish the documents' custom fields in the My Account → Documents List view page in Storefront as well as in the Recently Updated Documents dashboard widget in Storefront. To do so, you can navigate to BSS Setup > Office > Documents > Custom Fields and add a new Document Custom field entity by clicking on the Add button.
By creating a new Documents custom field, the BSS user has the following two Type options for being able to display the
Document’s custom field data in Storefront.
|
|
|---|---|
 | |
The "Simple Value" Type can contain the following Value Types:
| The "Text Area" Type can contain a textual or numeric value inside the Default Value text box. |
Once one of the two aforementioned Types is selected and defined, by selecting the Advanced Options tab, you can choose to publish it in Storefront once the Show in Storefront checkbox is enabled.
After finishing those changes, by clicking on the Save or Save and Close button, the changes will be in effect, and the particular custom field that you have chosen will be displayed on the My Account → Documents view page in Storefront as well as in the Recently Updated Documents dashboard widget in Storefront
Viewing Documents Custom Fields in Storefront
You can verify your changes by logging into your Storefront and navigating to the My Account → Documents List view page in Storefront or in the Recently Updated Documents dashboard widget in Storefront, and choosing the Document that you have made the changes to. For example, the following ……… Document.
Documents List - Example | Widget Dashboard - Example |
|---|---|
The Custom Field has a value | The Custom Field has no value |
|---|---|
In the MyAccount page's Document List section, when you select a custom field (which is of a Type, Text Area or Simple Value) to be shown in the Storefront, the following actions occur in the Documents List and in the Dashboard Widget:
| In case the custom field doesn't contain a value for the document but is set to 'Show in Storefront,' then in the Document List and in the Dashboard Widget:
|
In the case where there are two different custom fields with the same name in different groups, these two custom fields will be displayed in separate columns in the grid. Each custom field will have its own column in the grid regardless of its name.
Shorting & Filtering in the Documents List
The Storefront user does not have the ability to move the custom field column within the table, and there is no filter option available in the column.
Standard Reseller (Admin Panel)
In the Admin Panel of the Standard Reseller, within the Documents Section on the Dashboard, the custom fields in the widget are displayed in the same way as they appear in the widget on the Distributor's Storefront.