Templates & presets

The Templates page (CDA Custom Fields → Templates) has two sections that save you from filling the Add New Field form by hand.

Quick Add — single field presets

26 single-field shortcuts grouped into 7 categories. Click any preset chip and the New Field form opens pre-populated: code, label, type, options, placeholder, and a sensible applies_to. Edit if needed, click Save.

Contact (4 presets)

• Phone Number — phone, registration
• WhatsApp Number — phone, profile
• Alternate Email — email, profile
• Preferred Contact Time — select (morning/afternoon/evening), profile

Personal (4 presets)

• Date of Birth — date, registration
• Title — select (Mr./Mrs./Ms./Dr./Prof.), registration
• Preferred Language — select (6 European languages), profile
• Pronouns — select (she/her, he/him, they/them, prefer not to say), profile

Address Extras (4 presets)

• Apartment / Unit Number — text, address book
• Building Entry Code — text, address book
• Delivery Instructions — textarea, address book
• Nearest Landmark — text, address book

Delivery (4 presets)

• Preferred Delivery Date — date, checkout shipping
• Preferred Delivery Time — select (3 time-window slots), checkout shipping
• Leave at door if no answer — yes/no, checkout shipping
• Require signature on delivery — yes/no, checkout shipping

B2B (4 presets)

• Company Name — text, registration
• VAT / Tax ID Number — text, address book
• Purchase Order Number — text, checkout review
• Tax Exempt Certificate — file upload, checkout review

Gift & Personalization (3 presets)

• Gift Message — textarea, cart page
• Add Gift Wrapping — yes/no, cart page
• Engraving Text — text, product page

Misc (3 presets)

• Order Notes — textarea, checkout review
• Dietary Restrictions — multiselect (6 options), profile
• How did you hear about us? — select (5 sources), registration

Use case templates — multi-field sets

For common scenarios, apply a whole set of related fields in one click. From Templates → Use Case Templates, click a template chip → confirm dialog → fields created.

Available templates

• Birthday Gift Order — recipient name, delivery date, gift message, gift wrap, contact phone
• B2B Wholesale Account — company name, VAT, business type, employee count, PO numbers
• Engraving Service — engraving text (per product), font, position
• Restaurant Reservation — date, time, party size, dietary, special requests
• RMA Request — original order #, reason, product condition, photos
• Subscription Box — frequency, preferences, dietary, gift recipient
• Donation Cart — donor name, anonymous toggle, dedication, receipt email

What happens on Apply

• Each field is created at the surface its preset specifies.
• Code uniqueness is enforced — if gift_message already exists, the new one gets gift_message_2.
• All fields are created Active by default.
• A summary toast lists everything created plus any auto-rename.

Custom templates (advanced)

Templates and presets live in JSON config files inside the module:

• etc/field-presets.json — single-field presets (26 entries)
• etc/templates.json — multi-field use case templates

These are read-only inside the module. To add your own, either fork the package, or stage your custom JSON via a small companion module that decorates CDA\CustomFields\Model\Preset\Registry / Model\Template\Registry.