Documentation

MIDAS Documentation v4.21

Manage Fields

MIDAS gives you extensive control over the fields that appear on the booking screen, public request/public booking screens, search results, print outs, and email booking confirmation notifications.

MIDAS also gives you control over client fields too.

By default, 8 booking fields and 8 client fields are present.

The default booking fields are: Date(s), Times, Venue(s), Attendees, Client, Type, Notes, and Resources. With the exception of the Date(s) and Venue(s) fields, each field can be shown/hidden, and on the booking and request screens also set to be optional or required.

The default client fields are: Client, Organization, e-mail, Address, Phone, Fax, Cell, and Notes. With the exception of the Client field, each field can be shown/hidden or set to optional or requires according to your requirements.

You'll find these settings via MIDAS Admin Options → Manage MIDAS → Fields.

From this screen you toggle between viewing booking fields or client fields. You can also add your own custom booking or client fields....

Adding a Custom Booking or Client Field

  • Switch to the appropriate Booking Fields or Client Fields tab
  • Click/tap the "Add Custom Field" button
  • A small window will open allowing you to specify the following:
  • Field Name - The display name of your new field
  • Field Type - The type of custom field you wish to add. Available options include:
    • Checkbox - A "tick box" field
    • File - Allows uploading/attaching of files and documents to bookings or 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
  • List Items - If a "list" Field Type is selected, the items in your custom list may be added here
  • Default Value/Item - The default value (or item in case of a list) for the custom field
  • Show Field To - This setting allows you to restrict showing this field to just the user(s) you select, rather than showing it to all users (which is the default)
  • Click/tap "Ok" when done to create your new custom field

The "File" Field Type is only available in self-hosted editions of MIDAS [More Info]

Editing a Custom Booking or Client Field

  • Switch to the appropriate Booking Fields or Client Fields tab
  • Click/tap the icon alongside the field you wish to edit.
  • A small window will open allowing you to modify the custom field (see above for options available in this window)
  • Click/tap "Ok" when done to update your custom field.

Removing a Custom Booking or Client Field

  • Switch to the appropriate Booking Fields or Client Fields tab
  • Click the icon alongside the field you wish to delete.

Default fields cannot be deleted. They can however in most cases be "hidden" if they are not required

Renaming or removing a custom booking field will automatically update/remove any associated %CUSTOM..% variable references in your templates

Re-Ordering Fields

  • You can change the order in which fields are shown, via the "Re-order Fields" button at the bottom of the Booking Fields or Client Fields tabs.