Quick start
You’re installed, your license is verified. Let’s create your first field.
Add a “Gift message” textarea to the cart page. Customers will type a personal note, the value will appear on the admin order view, in the order confirmation email, and in the PDF invoice.
1 · Open the field grid
Section titled “1 · Open the field grid”Admin → CDA Custom Fields → Fields. Click Add New Field in the top-right.
Or take the shortcut: CDA Custom Fields → Templates → Quick Add → Gift Message. The form will open pre-populated with code, label, type, placeholder, and a sensible applies_to. Skip to step 4 if you do this.
2 · Fill the General section
Section titled “2 · Fill the General section”| Field | Value |
|---|---|
| Code | gift_message |
| Label | Gift Message |
| Field Type | Text Area |
| Applies To | Cart — Shopping cart page |
| Active | Yes |
| Required | No (let customers skip) |
| Sort Order | 10 |
3 · Fill the Display & Defaults section
Section titled “3 · Fill the Display & Defaults section”| Field | Value |
|---|---|
| Placeholder | Your personal message — e.g. "Happy Birthday Mom!" |
| Default Value | (leave blank) |
Leave everything else at defaults. Click Save.
4 · Test it on the storefront
Section titled “4 · Test it on the storefront”- Open your storefront in a private/incognito window.
- Add any product to cart.
- Go to
/checkout/cart— you should see an “Order Information” section with your new Gift Message textarea. - Type a message, click Update Shopping Cart.
5 · Verify the value persisted
Section titled “5 · Verify the value persisted”In the same window, place an order. Then in admin → Sales → Orders → [your order] — scroll past Payment & Shipping Method — you’ll see a Custom Fields section listing your gift message.
The order confirmation email and the invoice PDF will also include the message automatically.
What just happened
Section titled “What just happened”- A single row in
cda_custom_fielddefined the field. - The cart page rendered a
<textarea name="cda_custom_fields[gift_message]">automatically — no template overrides needed. - On Update Shopping Cart, an observer copied the value into
cda_custom_field_quote_valuekeyed by the quote ID. - On Place Order, another observer copied it into
cda_custom_field_order_valuekeyed by the order ID. - Admin order view, transactional emails, and PDF invoice all read from the order-value table.
Next steps
Section titled “Next steps”- Read Configure fields for the full set of options (visibility, validation, conditional logic).
- Browse Storefront surfaces to see what else you can attach fields to (PDP, contact form, address book, wishlist, etc.).
- Try the Templates — pre-built field sets for common scenarios (B2B, engraving, gift wrap, dietary).