Overview:

A comprehensive enhancement provides administrators with advanced control over static fields in the User Custom Fields page. This feature enables hiding, reordering, and organizing static user fields, ensuring greater flexibility in customizing how user information is displayed across the portal.

This enhancement addresses organizational needs to customize user data presentation according to specific workflows, compliance requirements, and user experience preferences. Administrators gain granular control over static field visibility and arrangement, creating more intuitive and efficient user interfaces.

Key Features and Capabilities:

Static Field Management:

• Hide Static Fields: Static fields such as username, email, and contact information can be hidden based on company configuration

• Reorder Static Fields: Drag-and-drop functionality to rearrange static fields in any desired order

• Tab Organization: Move static fields into newly created custom tabs for better logical grouping

• Selective Visibility: Choose which static fields are relevant for your organization

Advanced Customization Options:

• Custom Tab Creation: Create new tabs to organize both static and custom fields according to business logic

• Field Grouping: Organize related fields together for improved user experience

• Layout Optimization: Arrange fields to match organizational workflows

• Dynamic Configuration: Changes immediately impact user-facing interfaces

System-Wide Impact:

• Dynamic Reflection: Changes automatically apply across multiple portal areas after saving and refreshing

• Consistent Experience: Modifications apply uniformly to all relevant user-facing pages

• Real-time Updates: Changes take effect immediately upon saving and page refresh

Detailed Configuration Process

Prerequisites and Initial Setup

Support Requirements: Contact Mindmatrix Support to enable Custom User Static Fields functionality. This requires backend configuration that cannot be activated through standard administrative interfaces.

Planning Considerations:

• Review current static fields to determine organizational essentials

• Consider user impact and workflow alignment when planning changes

• Plan field organization to match user management processes

Step 1: Accessing User Custom Fields

Navigation Path:

1. Log in with administrative privileges

2. Go to Setup → Custom Fields → User Custom Fields

3. Verify you have necessary permissions for field modifications

Step 2: Enable Static Field Management

Company Settings Configuration:

1. Contact Mindmatrix Support to enable Custom User Static Fields setting

2. Configure visibility setting:

• Value 1: Static fields become visible and manageable

• Value 0: Static fields remain hidden with default configuration

3. Save configuration to activate the feature

Important Note: Once enabled, you must create your entire field and tab structure from scratch according to your requirements.

Step 3: Field Organization and Management

Creating Custom Tab Structure:

1. Plan tab organization based on logical field groupings

2. Create new tabs aligned with user data categories

3. Design user journey considering order and flow

Field Reordering Process:

1. Access field management interface

2. Use drag-and-drop to rearrange static fields within tabs

3. Move fields between tabs to reorganize content logically

4. Preview arrangements for end users

Advanced Field Management:

• Place frequently used fields in prominent positions

• Group related fields for efficient data entry

• Arrange fields to minimize scrolling and improve completion efficiency

Step 4: Testing and Validation

Save and Refresh Process:

1. Save all field and tab arrangement changes

2. Refresh page to load new configurations

3. Verify modifications appear as expected

System-Wide Verification:Changes are reflected across multiple areas:

• User Info Page: Administrative view with new field arrangement

• User Profile Page: User's personal profile with customized layout

• Self-Serve Page: Registration and profile update interfaces

Quality Assurance Testing:

• Verify hidden fields are properly concealed

• Confirm reordered fields appear in correct sequence

• Test custom tabs function properly

• Validate changes to improve user interactions

Step 5: Ongoing Management

Monitoring and Optimization:

• Collect user feedback on field arrangement effectiveness

• Monitor frequently accessed fields and adjust placement

• Regularly assess whether organization meets evolving needs

Making Additional Changes:

• Continue refining arrangements based on user experience

• Modify field prominence based on changing priorities

• Adjust visibility for new regulatory requirements

Reverting Changes:

• Update company setting to 0 to remove customization

• The system automatically reverts to default configuration

• Refresh page to verify default settings restoration

Strategic Implementation Considerations

Technical Considerations

Performance and Compatibility:

• Ensure custom arrangements don't impact loading times

• Verify functionality works on mobile devices

• Test across different web browsers

• Maintain proper field validation rules

Data Integrity:

• Ensure hidden fields maintain validation rules

• Verify essential fields remain accessible

• Confirm existing user data remains intact

Compliance and Security

Regulatory Considerations:

• Ensure field visibility aligns with privacy requirements

• Maintain necessary fields for compliance reporting

• Verify arrangements don't expose sensitive information

Security Implications:

• Confirm field visibility respects permission structures

• Ensure hiding fields doesn't create access restrictions

• Maintain appropriate administrative access

Conclusion

The Hide or Reorder Static Fields functionality provides unprecedented control over user data presentation and management workflows. This enhancement enables administrators to create intuitive, efficient, and organizationally-aligned user interfaces that improve both administrative efficiency and user experience.

Key Benefits:

• Enhanced User Experience: Custom arrangements create intuitive interfaces

• Improved Efficiency: Streamlined organization reduces navigation time

• Organizational Alignment: Customization matches specific business processes

• Compliance Support: Flexible visibility helps meet regulatory requirements

This enhancement provides organizations with tools to create user management interfaces that serve their unique needs. The flexible field management system enables continuous optimization as requirements evolve, ensuring interfaces can grow alongside organizational needs.

Organizations should approach implementation strategically, considering user impact, business process alignment, and maintenance requirements to maximize the benefits of this powerful customization capability.