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en:module_manual:customer:customization [2014/06/06 02:39] soloen:module_manual:customer:customization [2014/06/09 01:55] (current) – [Edit] solo
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 ===== How to use relate field ===== ===== How to use relate field =====
  
- +  * Let's say you want to add relationship field for country, province and city 
-relate类型字段如何使用?假设我们需要做一个省市区关联选择字段,即选择省份后,城市字段中列出该省的城市,选择城市后,区县字段列出该市的区县。 +  * first we need to put three fields name into Identity, separated with comma(,)
- +
-第一步设置字段名称,把三个字段英文名连续写到字段名称中,用逗号分割,结尾无逗号,如图+
  
 {{:en:module_manual:customer:自定义字段_relate设置1.jpg|}} {{:en:module_manual:customer:自定义字段_relate设置1.jpg|}}
  
-第二步设置字段多语言,对应字段名称填写其中文含义,同样连续写到字段多语言中,用逗号分割,结尾无逗号,如图+  * put three Display As, separated with comma(,)
  
 {{:en:module_manual:customer:自定义字段_relate设置2.jpg|}} {{:en:module_manual:customer:自定义字段_relate设置2.jpg|}}
  
-第三步设置select选项,首先确认选项输入方式。 +  * select input method for relate field 
- +    textarea: you can put the data from the page 
-通过textarea填写,适合少量数据直接在系统页面编写保存。要求连续书写,对应字段名称的格式,每组以分号”;”结束。同组字段间以逗号”,”分割。如左图书写方式。+    * upload: you can upload a txt file which include all information
  
 {{:en:module_manual:customer:自定义字段_relate设置3.jpg|}} {{:en:module_manual:customer:自定义字段_relate设置3.jpg|}}
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-通过txt文件上传,适合大量数据编写保存。可以按textarea方式编写文件内容,也可每组换行书写(推荐,此方式便于编辑)。 
  
 {{:en:module_manual:customer:自定义字段_relate设置4.jpg|}} {{:en:module_manual:customer:自定义字段_relate设置4.jpg|}}
  
 {{:en:module_manual:customer:自定义字段_relate设置5.jpg|}} {{:en:module_manual:customer:自定义字段_relate设置5.jpg|}}
- 
-注意:文章中所提到的分割符,均为英文半角分割符号(‘,’和’;’)。 
- 
- 
- 
  
 ===== Edit ===== ===== Edit =====
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   * When type is input or select, you can change it to select or input   * When type is input or select, you can change it to select or input
 +
 +===== Display =====
 +  * For customer service module, you can go to Customer -> Custom Fields to adjust display order, hide a field or change user permission
 +
 +{{:en:module_manual:customer:custom_fields.png?768|}}
 +
 +  * For campaigns, you can go to Campaign -> Campaign, background field and agent field to change
 +
 +{{:en:module_manual:customer:campaign_fields.png?768|}}
en/module_manual/customer/customization.1402022372.txt.gz · Last modified: (external edit)
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