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  • name (string) - mandatory

Classic fields

name

string

Yes

This key is used to give the identifier of the field.

This id must match with parameters used in POST /customers request or PATCH /customers/<id>

 Allowed values
  • Contact fields: title, first_name, last_name, phone_number, email, company_name, mobile_number

  • Address fields: address_1, address_2, address_3, city, zip_code, country

  • Custom fields: information.{custom_field}, external_id

target

string

No

Indicates whether the field should be saved in the customer structure or the address structure. By default, customer is applied.

Only used for information.{custom_field} and external_id names, the others are automatically redirected to the right structure.

 Allowed values
  • customer

  • address

type

string

No

Type of the field. By default, the text type is used.

 Allowed values
  • text - returns a string

  • email - returns a string

  • tel- returns a string

  • password - returns a string

  • flip-switch - returns a boolean

  • list - returns a string or an array of string depending on the ‘multiple’ value

required

boolean

No

Indicates whether the field is mandatory or not. By default, fields are optional.

position_after

string

No

This key defines the name of the form element to which it must be placed after. Please note, the form element must be in the default form or declared before in the same form.

It it also possible to place the element on the top of the form with the value :first. If multiple elements are placed in first position, they will be placed in the order in which they are configured.

If not defined, the element form will be placed at the bottom of the form.

 Examples
  • If I want my field to appear after the country field of the default form : "position_after": "country"

  • If I want my field to appear at the top of the form : "position_after": ":first"

  • If I want my field to appear at the bottom of the form, I leave it blank.

validation

object[string]

No

Enables to add custom validation to the field, which will be checked when the create button is clicked.

 Allowed values

These 3 types of validation can be configured alone or together.

  • min_characters (int) - minimum number of characters required

  • max_characters (int) - maximum number of characters required

  • regex (string) - Custom regular expression used to verify the field. More information Here.

 Example
  • Require a 5-digit postcode

"validation": {
  "min_characters": 5,
  "max_characters": 5
}
  • Use a custom validation for UK postcode

"validation": {
  "regex": "^([a-zA-Z]){1}([0-9][0-9]|[0-9]|[a-zA-Z][0-9][a-zA-Z]|[a-zAZ][0-9][0-9]|[a-zAZ][0-9]|[0-9][a-zAZ]){1}([ ])*([0-9][a-zA-z][a-zA-z]){1}$"
}

Fields if the field is a list

options

initial_value

multiple

searchable

Request entries

  • Regarding the address:

    • address_1 - sent in the customer.addresses.[0].lines.[0] field of the POST /customers query

    • address_2 - sent in the customer.addresses.[0].lines.[1] field of the POST /customers query

    • city - sent in the customer.addresses.[0].city field of the POST /customers query

    • zip_code - sent in the customer.addresses.[0].zip_code field of the POST /customers query

    • country - sent in the customer.addresses.[0].regions.country.code field of the POST /customers query

  • Regarding the contact - sent in the customer.addresses.[0].contact AND customer.contact fields of the POST /customers query

    • title

    • first_name

    • last_name

    • phone_number

    • email

    • company_name

    • mobile_number

  • Regarding custom information

    • information.{custom_field} sent in the customer.addresses.[0].information field if target = address / sent in the customer.contact field if target = address

    • external_id sent in the customer.external_id field. The target need to be set as customer.

Please note, the label of the field will be translated based on the translation key crm.<name>.

Key

Mandatory

Type 

Allowed values

Default value

Description

target

No

string

customer

address

customer

This key defines which form is targetted: customer or address. By default if target is not given, customer is applied.

Only useful for information.{custom_field} and external_id fields

type

No

string

text, email, tel, password, flip-switch,  list

text

This key defines the HTML element is used.

  • text is for HTML input type text. Value returned will be a string

  • email is for HTML input type email. Value returned will be a string

  • tel is for HTML input type tel. Value returned will be a string

  • password is for HTML input type password. Value returned will be a string

  • flip-switch is for toggle switch (yes/no). Value returned will be boolean true for YES, and false for NO

  • list is for drop-down. If key multiple:false, then value returned will be a string. If key multiple:true, then value returned will be an array of string

options

No

string[]

/

/

This key is usable only if key:list
It defines values inside dropdown.

Content inside will be translated based on translation keys crm.information._<list_name>_options.<option_value> where <list_name> is the name of the list that will use options, and <option_value> is the value of the option.

initial_value

No

string / bool

/

/

This key is usable ONLY if key:list
It defines which value will be preselected.

If multiple:true, use comma ',' to separate values.

multiple

No

bool

/

false

This key is usable ONLY if key type:list.
It defines if multiple selection can be done.

If key multiple:false, then value returned will be a string. If key multiple:true, then value returned will be an array of string. 

searchable

No

bool

/

false

This key is usable only if key type:list
It defines if dropdown elements are searchable.

required

No

bool

/

false

This key force completion to validate form.
true to force.

position_after

No

string

/

/

This key defines the name of the form element to which it must be placed after. 
":first" is a keyword to place the element on the top of the form.
If multiple elements are with position_after::first, they will be placed on the top of the form in the order of their declaration (first declared will be on the top).

Element which is named in this key MUST have been declared before in the same form as this one.

If NOT defined, the element will be placed at the bottom of the form.
If multiple elements are with position_after not defined, they will be placed on the bottom of the form in the order of their declaration (first declared will be on the top).

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