I’m trying to figure out how to do this onboarding step.
I have the following tab set up, should users edit via the pencil, or is using a submit button a better option?
In this screen, I can edit right in the fields, but there isn’t a way to make it required.
What should I have when a user wants to edit this information afterward? I tried adding a button to the user profile screen that links back to this tab, but that doesn’t work.
Thanks!
AymenM
March 22, 2021, 7:59pm
2
Definitely no, that is not UX-friendly.
Create a custom action where you’ll specify if text entry is empty show a notification and tada it’ll work !
In the profile page of the user, you can add entry texts that the user can change
Thanks!
I wanted this behind a button and link to the onboarding tab, but doesn’t look like it’s possible because nothing happens when I do so.
AymenM
March 22, 2021, 8:15pm
4
Well, to my knowledge there’s no link available to open the profile page, however you have two choices here :
Whether you users access their informations under the my profile page
Or if really it’s a necessary action, you can create another page in which you can get a link for it !
I created this button on the user profile screen, nothing happens when I click on it.
Ok I am seeing maybe it links to the tab, but reads it as the same sheet.
AymenM
March 22, 2021, 10:23pm
7
I assume that it has been solved, is that correct ?
I think I got it, not exactly what I wanted by it will work. Thanks!
AymenM
March 22, 2021, 10:54pm
9
Cool ! Let us know if you need more help.
This is the solution I came up with for users to change their user profile info. would rather have it behind a button, but it doesnt work.
AymenM
March 22, 2021, 10:59pm
11
That’s what I was thinking. Did you try to add an “update” button with a custom action “set row” ?
That’s what I mean by custom action :
And place these fields behind the button?
AymenM
March 22, 2021, 11:46pm
13
Jen_NYCP:
behind the button?
What do you mean by “behind button” just try to follow the tutorial link and I’m sure you’ll make it work