Channeltivity's Deal Registration form includes the following standard fields:


To add custom fields to the Deal Registration form:

  1. Go to Settings > Deal Registration > Deal Custom Fields.
  2. Click the Add Field link.
  3. Select the field type from the dropdown menu.
  4. Add a description (optional). 
  5. Configure the Field's Visibility & Interaction settings: This section allows you to control who can see, edit, or is required to complete the custom field, as well as its availability for integrations. Each column represents a different User type: Internal, Partner, Distributor, and API & Integrations.

    For each User type, you can set one of the following interaction levels: 
    • Hidden - The field is not visible to the User (This setting only applies to Distributor and Partner Users; hidden fields remain visible to Internal Users by default.)
    • Visible - The field is visible to the User 
    • Editable - The User can view and modify the field
    • Required - The User must complete the field before submitting the form.

  6. Click OK and repeat until you have added all your custom fields. 
  7. Click Save to save your changes.

      Deal Custom Fields


 

**Make sure you need the information you are asking for, and Partners can provide it.


Custom Field Visibility Preview

 

The "Preview" dropdown menu in the top left allows you to validate field visibility settings across different User types for the Deal Registration form. This helps ensure that the correct visibility and interaction settings are applied for each audience.