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How to Add Secondary Attributes to Referral Fields


In Vymo, enhancing referral fields with secondary attributes can provide users with additional context, making it easier to make informed selections. This guide covers the process for both modules and users.

For Modules

  1. Log in to the Vymo web app.
  2. Navigate to "Self Serve":
  3. On the dashboard, find and click on the "Self Serve" option.
  4. From the "Self Serve" menu, select "Module Settings."
  5. Within "Module Settings," proceed to "General Settings."
  6. On the "General Settings" page, under the "Referral Fields Display" section, select the desired Secondary Attributes from the dropdown.
  7. Click "Save" and then release the changes.

For Users

  1. Accessing Global Settings:
  2. Log in to the Vymo web app.
  3. Navigate using: "Self Serve" > "Global Settings" > "JSON Configuration."
  4. Configuring Additional Attributes:
  5. Search for the userDisplayConfig object. Create it if it doesn’t exist (Refer to "How to create a JSON object").
  6. Within the userDisplayConfig object, create another object named displayConfig.
  7. Add field codes for the desired additional attributes within the displayConfig object. Example format:
        "secondaryAttribute": ["branchcode_7qr25n1p", "phone"]
  8. Finalizing the Configuration:
  9. Click "Save" to confirm your changes.
  10. Ensure to release the changes for them to take effect.

Note: Adding secondary attributes to referral fields enriches the data context, aiding users in dropdown selections.

See also

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