Payments2Us ManualsPayments2Us User Manual Web Form DesignHow to add custom fields on a web form

How to add custom fields on a web form

1. Enable Custom Fields

1.2. Select Online Payment and select 'Edit'

1.3. Scroll down to Custom Fields and enable Custom Fields with the tick box.

Create a Header names for your new fields.

2. Create Custom Fields

2.2. Select the 'Fields &  Relationships' and select 'New'

2.3. Specify the type of field you would like and select 'Next'

Specify the type of field you would like and select 'Next'

2.4. Enter details for your field and select 'Next'

Enter details for your field and select 'Next'

The fields showing a red bar are compulsory.

2.5. Set field security for your new field

Set field security for your new field

2.6. Add to page layouts and 'Save'

Add to page layouts and 'Save'

3. Add Custom Fields to your web form

3.2. Select 'Field Sets' and click into your custom field

3.3. Drop and drag your new field into the web form layout

3.4. Select 'Save'

4. Make your fields publically visible

When creating a new field, the security settings just make the field visible to normal salesforce users.  In order to make them visible on the public website form, you will need to follow the steps in: How to make a custom field visible on public web forms

5. Check your web form

5.2. View your new fields in the web form

View your new fields in the web form

6. Refresh Forms

If you are using the "Modern" forms, you will need to click the Refresh Form button on the Payment Form as per the following steps

6.1. Click refresh button

6.2. Missing refresh button?

If the Refresh Form Button is not visible, go to Edit Layout on the Payment Form and add it from the Buttons option in the Page Layout