Did you know that, in addition to the standard fields for registering a franchise/unit, it is possible to add custom fields to this registration?
If not, come with me and I will show you how!
Note: Your network may not have this option enabled, so the steps below may not be available. In this case, contact Support or your Yungas Account Manager and ask them to enable this option.
📝 Registering fields
Step 1
Go to Settings >> Franchises using the gear icon located in the top bar of the screen.
Image: example of accessing franchise settings.
Step 2
Next to the "New franchise" button, click the "three dots" and then click "Configure form".
Image: example of opening the form configuration.
Step 3
Before creating the fields, you need to create a section in the registration form where these fields will be located.
Fill in the "Section name" field with the desired name and then click "+ Create section".
Image: example of creating a section in the unit registration form.
Now, in the section where you want to add the field, use the selection button on the left to choose the type of information to be filled in:
Text
Date
Numeric
Currency
Email
Selection
Multi-selection
File
Image: example of choosing the custom field type.
In the section beside it, choose the name your field will have. Finally, click the check button ✅ to the right of the field name, and you are done. Field successfully registered.
You can create as many sections as you want!
Image: example of adding the section "Implementation and opening data".
For each custom field, just repeat the previous process and register as many sections as needed. After registering the sections, click "New franchise".
🎯 The custom fields will appear at the end of the page.
GIF: example of the unit registration form after adding a custom field.
💬 Tip
You can adjust the order of the registered custom sections/fields.
To adjust the order, click the dots on the left side of the registered section card and drag it to the desired position.
After the action, the message "Saved" will be displayed.
GIF: example of adjusting the order of sections in the unit registration form.
Still have questions? 🤔
Contact our Support team through the Message icon.
⌚ Our support hours: 09:30 to 17:30