Adding Custom Fields

[aspidagrant]

We already have around 60 clients in our WHMCS system. We are looking to add a custom field that the admins can change and the clients can view ONLY.

 

Is it possible to add custom fields to existing products/services?

 

Essentially the customers have a certain number of email accounts that they purchase in packages. So if they order the "10 email account" package I want to be able to let them see how many they have in use. That way they know they can add more if need be.

 

Thanks

[brian!]

if you create a product custom field, it will be added to existing product/services too.

 

it will be visible on the product details page of the client area, but the client can't edit the value, only admins can do that (unless you modify the templates to allow it, but I think by default only admins can edit the value).

 

Services -> My Services -> View Details

[aspidagrant]

Brian! - Thanks for the quick response. I added a custom field and it did not show up on the admin or client side. I am also not sure how to add a custom field to specific products/services? If I am understanding what you are saying correctly.

 

- - - Updated - - -

 

I found it on the actual product! Thanks

[brian!]

Hi,

 

it sounds like you may have added a Custom Client Field... Setup -> Custom Client Fields

 

what you need to do is add a Product Custom Field...

 

http://docs.whmcs.com/Products_and_Services#Custom_Fields

 

Setup -> Products/Services -> Products/Services

 

find the product you want to add a custom field to and press the edit button (2nd from left) for that product... 4th tab along is "Custom Fields"

 

if you add a field name (can always come back and edit later) and press "Save Changes", you should then be able to go to your clients profile, click the products/services tab and choose a service from the dropdown that is using the product that you've just added the custom field to.

 

I think above "Override Auto-Suspend" you should see your custom field.

[aspidagrant]

@brian! - I got it! Thanks again for your help.

[adroitssd]

I also did this, but custom field automatically select first option for the old client.

[Kian]

You have two options:

 

1. Review all your clients (since they're 60 it should be pretty simple) to set the proper value
   
2. I'm supposing that you are using "dropdown" input type. When you create options like "Option1,Option2,Option3" or "1|Option1,2|Option2,3|Option3" just make the first element empty ",1|Option1,2|Option2,3|Option3" or "-please select-,1|Option1,2|Option2,3|Option3". By doing this the first option (the default one) will be empty.
   
3. 
   

[Geethanjali Gunasekaran]

Hi ,

 

I created few custom fields like setup -> custom fields

 

i gave required fields for the fields which I created.

 

These custom fields were displayed in adding client form but when i add a client , the custom fields which i created is not checking for required condition.

 

i cant recognize the problem , can you help me.

 

- - - Updated - - -

 

It is setup ->custom client fields *

[Kian]

As an administrator you skip most of validations. For example you could create an account with just email and password with no firstname, lastname etc. even if it's required.

[Geethanjali Gunasekaran]

Hi Kian,

 

for me custom field required option is not working . what i must do for it to work

[Geethanjali Gunasekaran]

Custom validation working at client end but it is not supporting at admin end

 

why so , has anyone come across this situation

[Kian]

As I have already said as Administrator you skip validation, always. Administrators have "god power" in WHMCS so it's normal that they can do this.

[Geethanjali Gunasekaran]

Hi Kian,

 

Thanks for the response . Actually I need validation at admin end also , i tried doing with hooks , using ClientDetailsValidation. it was not supporting , is there any way to add validation to the custom fields at admin end.

 

please help me.