Customer attribute properties

On the Admin sidebar, go to Stores > Attributes > Customer.

In the upper-right corner, click Add New Attribute.

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In the Attribute Properties section, do the following:

• Enter a Default Label that identifies the attribute during data entry.

• Enter an Attribute Code that identifies the attribute within the system.

The attribute code must begin with a letter, and can include any combination of lowercase letters (a-z) and numbers (0-9). The code must be fewer than 30 characters in length, and cannot include special characters or spaces. The underscore character (_) can be used to indicate a space.

Complete the data entry properties:

• To determine the type of input control that is used for data entry, set Input Type to one of the following:

  table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2
  Type	Description
  Text Field	A single-line text field.
  Text Area	A multiple-line input field for entering paragraphs of text, such as a product description. You can use the WYSIWYG editor to format the text with HTML tags, or enter the tags directly into the text.
  Multiple Line	Creates multiple text lines for the attribute, similar to a multi-line street address. The number of separate data entry lines can be from two to 20. Use the Default Value to specify the initial value of the field.
  Date	Displays a date value in the preferred date format and time zone. Date values can be selected from a list or a calendar ( ). Note: Depending on your system configuration, Admin users can enter dates directly into a field or select a date from the calendar or list. For information about specifying date and time values, see Date and time options.
  Yes/No	Displays a drop-down list with pre-defined options of Yes and No.
  Dropdown	Displays a drop-down list of values that accepts only a single selection. The Dropdown input type is a key component of configurable products.
  Multiple Select	A drop-down list that accepts multiple values to be selected.
  File (attachment)	A field that allows a file to be uploaded and associated with the customer attribute as an attachment.
  Image File	A field that allows an image to be uploaded to the gallery and associated with the customer attribute.

• If the customer must enter a value in the field, set Values Required to Yes.

• To assign an initial value to the field, enter a Default Value.

• To check the data entered into the field for accuracy before the record is saved, set Input Validation to the type of data to be allowed in the field. The available values depend on the Input Type specified.

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  Value	Description
  None	The field has no input validation during data entry.
  Alphanumeric	Accepts any combination of numbers (0-9) and alphabetic characters (a-z, A-Z) during data entry. To include special characters, see Escape HTML Entities.
  Alphanumeric with Space	Accepts any combination of numbers (0-9), alphabetic characters (a-z, A-Z), and spaces during data entry.
  Numeric Only	Accepts only numbers (0-9) during data entry.
  Alpha Only	Accepts only alphabetic characters (a-z, A-Z) during data entry.
  URL	Accepts only a URL during data entry.
  Email	Accepts only an email address during data entry.
  Length Only	Validates the input based on the length of the data entered into the field.

• To limit the size of Text Field and Text Area input types, enter the Minimum Text Length and Maximum Text Length.

• To apply a preprocessing filter to values entered in a text field, text area, or multiple line input type, set Input/Output Filter to one of the following:

  table 0-row-2 1-row-2 2-row-2 3-row-2
  Value	Description
  None	Does not apply a filter to text entered into the field.
  Strip HTML Tags	Removes HTML tags from the text. This filter can help clean up data that is pasted into a field from another source that includes HTML tags.
  Escape HTML Entities	Converts special characters found in the text to a valid HTML escape sequence, such as &;. Escape sequences are enclosed between an ampersand and a semi-colon, and are frequently used for typographer’s smart quotes, copyright, and trademark symbols. Escape sequences are also used to identify characters such as the less than (<) and greater than (>) symbols, and the ampersand character which are also used in the code. This filter can help clean up special characters that are sometimes pasted into database fields from word processors.

Complete the customer grid and segment properties:

• To be able to include the column in the Customers grid, set Add to Column Options to Yes.

• To filter the Customers grid by this attribute, set Use in Filter Options to Yes.

• To filter the Customers grid by text attribute with different filter-matching conditions, set Grid Filter Condition Type to Partial Match, Prefix Match, or Full Match. It does not affect the Search by keyword field for the grid.

• To search the Customers grid by this attribute, set Use in Search Options to Yes.

• To make this attribute available to customer segments, set Use in Customer Segment to Yes.

Scroll down to the Storefront Properties section.

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To make the attribute visible to customers, set Show on Storefront to Yes.

Enter a number in the Sort Order field, which determines its order of appearance when listed with other attributes.

Set Forms to Use to each form that is to include the attribute. To choose multiple options, hold down the Ctrl key and click each form.

• Customer Registration
• Customer Account Edit
• Admin Checkout

In the left panel, choose Manage Labels/Options.

Under Manage Titles, enter a label to identify the attribute for each store view.

When complete, click Save Attribute.

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