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How to Create Referral Fields

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Creating referral fields in Vymo involves setting up dropdown fields with predefined options and dependencies. This guide covers the process from start to finish.

Steps to Create a Dropdown Field

  1. Access the Settings:
  2. Log in to the Vymo web app.

  3. Click on the gear icon located in the upper-right corner.

  4. Navigate to Module Settings:

  5. Under "Module Settings", select the relevant module.

  6. Proceed to "Field Configuration". Note: Dropdowns can also be created at the "User Management" level.

  7. Create the Dropdown Field:

  8. Click "Add New" at the top left.
  9. Drag the "Referral" option to the desired location.

  10. Fill in the necessary details for your new dropdown field.

  11. Finalize:

  12. Confirm your preferences by clicking "Save" at the top right.

Adding Dependencies to Dropdown Fields

  1. Access the Settings Again:

  2. Follow the initial steps to access "Field Configuration" in your desired module or "User Management" level.

  3. Initiate Dependency Setup:

  4. In the pop-up under “Field Level Settings”, choose the “source” (the Module for which you are looking to refer).

  5. Specify Dependencies:

  6. Select the desired options from the available list. Note: Selecting a field already in use will shift it as a dependent option under the dropdown.

  7. Mandatory Selection & Global Application:

  8. Activate the "Mandatory" option for crucial choices.

  9. Decide if updates should affect only this dropdown or extend globally.

  10. Commit Changes:

  11. Click "Save" at the top right to apply your configurations.

Creating referral fields with dropdown options and dependencies in Vymo helps streamline data entry and ensures consistency across the platform.

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