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Posts Tagged: custom fields

Custom Field Improvements

For v4.25, we’ve made a few improvements to custom booking and client fields. These include..

Custom Fields Can Now Include A Descriptive Explainer

When creating a custom field in MIDAS, it may not always be clear precisely to end-users what the field is for. Or, there may be additional information you’d like to present along with the field itself.

That’s why for v4.25 you may also set a description for each custom field. These descriptions are shown to users just above the field, so they’ll know exactly what the field is for.

What’s more, these descriptions may also include simply HTML, allowing for instance the inclusion of a link.

Here’s an example of a custom field without a description:

Custom Checkbox Field
Custom Checkbox Field

Here’s the same field, but this time with a description, including a clickable link:

Custom Checkbox Field with additional descriptive content
Custom Checkbox Field with additional descriptive content

Enforce a Maximum Input Length in Custom Text Fields

When creating a custom text field, you can now limit the maximum number of characters users may enter into the field:

Control the maximum input length of custom text fields
Control the maximum input length of custom text fields

Control How Many Options Are Displayed At Once In Custom List Fields

When creating a custom single select or multi select drop-down list field, you may now indicate how many items from the list should be displayed at any one time. Typically, browsers default to showing 1 item at a time in a single-select list, and 4 items at a time in a multi-select. You can now override this default behavior for each list field:

A custom multi-select list, showing a maximum of 5 items at any given time
A custom multi-select list, showing a maximum of 5 items at any given time

These are just a few of the new and improved features for MIDAS v4.25. Please see this post for details of other new features you’ll find in v4.25.

Reddit You can also ask questions and discuss the new features of v4.25 over on Reddit.

The new decade has gotten off to an unusually windy and wet start here in the UK. We’ve taken a bit of a battering from Storm Ciara and Storm Dennis in quick succession. It’s not been very nice weather to go out in at all! So instead, we’ve been spending a lot of time indoors working away at the next update to our MIDAS web based room booking and resource scheduling software.

Our first update in 2020 includes a host of new and improved features, which we’re going to give you a look at in the coming blog posts.

In this post we’re going to cover the first of these new features coming in MIDAS v4.24:

Multi-Select Custom List Fields

One of the reasons our room bookings software is so flexible and versatile is that we allow you to create your own bespoke booking fields, and more recently your own bespoke client fields too!

The types of custom booking/client fields you can create in MIDAS are as follows:

  • Checkbox – A “tick box” field
  • File – (self-hosted editions only) Allows uploading/attaching of files and documents to client records
  • List – A drop-down list of pre-defined items
  • Number – A field that will only accept numerical input
  • Range – A “slider” control allowing selection of a numeric value within a defined range
  • Text – A single-line text field
  • Text Area – A multi-line text field
  • URL – A navigable web link to an external resource

Documentation on how to create and use custom fields in your MIDAS system may be found here. We also have a short tutorial covering custom fields too:

TUTORIAL: How to Control & Customize Fields in MIDAS

Until now the custom “List” field allowed users to select a single item from a list of pre-defined values created by an administrator, and assign the selected item to the booking or client record.

For v4.24, we’re expanding the custom “List” field options to additionally include a “multi select” list option. Administrators can now also create drop-down lists from which users may select multiple options.

Administrators will of course also be able to select which option (or options) in the list are selected by default, and also control whether the list is visible to all users, or restricted to just certain users:

New multi-select custom field option in MIDAS v4.24

We’re excited about the new custom “multi-select list” field option coming in v4.24. Once again, this has been implemented as a direct result of customer feedback. Remember, we love feedback and feature requests from our customers, so do vote and let us know what you’d like to see in future updates to our software.

Things are hotting up here in Europe – and we don’t mean Brexit! A heatwave is currently engulfing parts of the continent with temperatures hitting a whopping 40°C in Paris. Across the Channel here in the UK the temperature is far more bearable, and so we’ve been busy working away on development on the next release of our leading web based room and resource scheduling system, MIDAS.

We’re excited to announce that the forthcoming v4.22 update will include the often requested feature of “custom client fields”, including the ability for self-hosted MIDAS customers to attach documents (i.e. insurance certificates, contracts, etc) to client records.

Similar to the “custom booking fields” feature first introduced way back in 2010, which allows administrators to add additional booking fields to their MIDAS system on top of the standard booking fields, the new custom client fields feature will provide similar functionality to client records in your MIDAS database.

Prior to v4.22, the standard client fields in MIDAS were fixed and allowed you to capture the following items of data for each of your clients/customers:

  • Client name
  • Organization
  • E-mail address (or addresses)
  • Postal address
  • Telephone number
  • Fax number
  • Mobile/Cell number
  • Notes

The introduction of custom client fields gives you even more flexibility! Now you’ll be able to add additional fields to capture other client information that you wish to collect, for example you could add a “Salutation” list field (Mr, Mrs, Ms, Miss, Rev, Dr, etc), or a file upload field to capture an insurance document from your clients..

A custom “Salutation” client field in MIDAS v4.22
A custom “Salutation” client field in MIDAS v4.22
A custom "Insurance Document" upload client field in MIDAS v4.22
A custom “Insurance Document” upload client field in MIDAS v4.22

The types of custom client fields that may be added are the same as those available for custom booking fields, namely:

  • Checkbox – A “tick box” field
  • File – (self-hosted editions only) Allows uploading/attaching of files and documents to client records
  • List – A drop-down list of pre-defined items
  • Number – A field that will only accept numerical input
  • Range – A “slider” control allowing selection of a numeric value within a defined range
  • Text – A single-line text field
  • Text Area – A multi-line text field
  • URL – A navigable web link to an external resource

Both custom booking and custom client fields may be managed via MIDAS Admin Options → Manage MIDAS → Fields

Custom client fields in MIDAS v4.22
Custom Client Fields in MIDAS v4.22

From this screen you’ll also be able to control which client fields (both standard and custom) should be included on printouts, in search results, and on public booking/request screens. You’ll also be able to re-order client fields as well as selectively hide them from individual users too!