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.

Optional Setup and Breakdown time fields can also be enabled.

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 (Single Select) - A drop-down list of pre-defined items from which a single item may be selected.
  • List (Multi Select) - A drop-down list of pre-defined items from which multiple items may be selected.
  • 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.
• Field Description - A short description describing the purpose of the field. This will be shown to users directly above the field. Simple HTML code may be included, for instance to provide a link to an external document or website.
• List Items - If a "list" field type is selected, the items in your custom list may be added here.
• Number of Items to show - If a "list" field type is selected, you can provide a hint to user's browser as to how many list options should be displayed at once without needing to scroll.
• Default Value/Item - The default value (or item in case of a list) for the custom field.
• Maximum Length - For Text and Number fields, you can limit the maximum number of characters a user can enter into the 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.

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.

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.

Making a field "Required"

• On the Manage Fields screen, left-click (or tap) the tick box in the "Required" column alongside the booking or client field you wish to mark as "Required".
• A "Required" field means that a valid entry needs to be made in the field before you can add/modify the booking or client.
• In the case of a "Checkbox" field, setting it to be "Required" would mean that the box would need to be ticked ("checked") in order to proceed.
• For all other fields, marking them as "Required" would mean that they can't be left blank/empty in order to proceed.
• In the case of custom number, text, text area, and URL fields, right-clicking (or long pressing) on its "Required" tick box will allow you to enter a Regular Expression (REGEX). Subsequent user input into the custom field will then be required to match against the entered Regular Expression.