How to customize user properties

Customize Yeeflow user properties with custom fields and forms for tailored management and display.

Updated over a week ago

If your Yeeflow account has system administrator rights, you can access and customize user settings in the User Management Centre. Click the More action button at the right top navigation bar of the page to customize users' properties with custom fields, forms and list views.

1. Add and edit fields

You can click “Fields” button to add, delete, or edit users' fields.

Once you have clicked “Fields” button, the pop window of existing fields will show up. Yeeflow has some defaulted fields which can not be deleted, and you have limited edit right to modify. Click "+ New Field" button on the top right to add more fields per need.

Once you have clicked "+ New Field" button, you can see a right pop-up window as below, where you can add new fields and custom fields properties.

The existing fields can also be edited by clicking the three dots of the fields. Then clicking on Edit to modify the field properties in the pop-up window on the right.

2. Set the list view

List view will help you to custom the display list fields on the page of organization.

Go to "List View" and there is a pop-up window, where you can edit display fields and user filters.

Click on the settings button to the right of "Display Fields". Tick these fields you want to display, and you can order as needed.

Yeeflow supports mobile use, and you may manage the mobile display also.

3. Edit the custom forms

Forms management helps to customize the form display if you would like to have a specific page view for each operation.

Go to "Forms" and you will see a right pop-up windows, where you can preview, edit and copy the form.

Click "Edit" to open the form designer. You can then design the custom layout and logic with the Yeeflow list form designer:

Yeeflow has a defaulted form, and you may refer to Create custom list forms (it works as the same way) to add more forms for specific displays.

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