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Adding a new field to a profile form

Last updated on Sep 16, 2024

Aam Digital is extremely customizable and you can easily change the fields and data structures of your record types (e.g. add an additional phone number field to the "student" profile - or change anything else around this). You can even create as many new "record types" as you need to manage your specific project (e.g. adding "school", "village" or other lists of related records with their own profiles).

In this guide, we explain how you can change the form of an existing record type. As an example here, we'll walk you through the process of adding a "mother's name" field to the "Children" record type. (You can follow along in our interactive demo system: demo.aam-digital.com)

  1. Open the Admin UI for the record type:

    1. navigate to the list of Children (or open a child's details)

    2. click the three-dot menu in the top right

    3. select "Edit Data Structure"

  2. Navigate to the "Details View" section of the Admin UI:

    1. Now you see a preview of your profile view for that record type. You can edit the fields and layout here by dragging and dropping elements.

  3. Drag & drop the "Create New Field" block from the sidebar on the right into the place in your form where you want to see the new field

  4. When you drop this somewhere in the form preview, a popup opens to configure the newly created field.

    1. Add a "label" (the text that will be displayed to users)

    2. Select a "type". For our example this will simply be "text".

    3. The type defines what kind of data can be entered in this field. Apart from simple text you can also define dropdown fields, links to other records, file attachments or other special field types.

    1. Save the popup form. Your new field is now shown in the preview.

  5. You can also display the new field in the list of all records.

    1. These steps to display the field in the list are optional. You can also just add the field to the details profile and skip this.

    2. Switch to "List View" on the left of the Admin UI to display the new field in your overall table of all children also

    3. Click the "+" button at the bottom of the page below the preview of the currently displayed table columns

    4. Activate the "toggle" by clicking on the name of your field to display it in that list view

  6. Save the Admin View overall, using the "Save" button on the top right of the page

  7. You can now use your new field whenever you create or edit a "Child" record.