Features

Add unlimited number of additional customer attributes to get all required information about your customers. Let customers fill this data on account creation and edit it in customer account. View and edit this information from admin account to add own notes about your customers. Organize additional form inputs into usable groups.

Full Features List

• Add unlimited number of customer attributes of following types:
  • Text Input
  • Text Area
  • Date Picker
  • Select
  • Select Multiple
  • Checkbox
  • Image Upload
• Organize custom attributes into groups
• Control sort order of attributes in groups
• Control attributes visibility
• Manage options for select and select multiple custom attributes
• Edit custom attributes on customer registration, edit customer account and in admin edit customer page
• View additional customer attributes in customer account, admin edit customer, admin orders and invoices pages
• Make custom attributes required
• Add validation rules on custom text inputs
• Add css classes for decoration of custom attributes inputs on front end
• Create dependable attributes that will change visibility based on value of other select or checkboxes inputs

Quick Start

• Install Customer Attributes Extension
• Navigate to NWDthemes > Custom Attributes page and click Add New Attribute button

  

• Fill new custom attribute options and click Save Attribute button

  

• Navigate to Create New Customer Account page to see new attribute added to the registration form

  

Package

Extension package contain following files and folders

• Documentation - documentation in html format
• Extension - extension source code

Installation

We do recommend to install and test the extension on development server before installing it on live store

Extension upgrade

To upgrade the extension to the latest version, follow the same procedure as for initial installation (which is described in the next chapter). Always test the upgrade on a copy of your Magento before you upgrade your live store. Never go live with the upgrade without testing.

Before start

• Disable the following options: Merge CSS Files, Enable Javascript Bundling, Merge JavaScript Files and Minify JavaScript Files under Stores > Configuration > Developer.
• Disable Magento cache - Cache Management
• Enable Magento maintenance mode. To enable the maintenance mode you can create an empty file named .maintenance.flag in your Magento's var directory. Magento will be offline after that. You will need to disable the maintenance mode after installation by removing this file.
  Refer to Magento documentation for more details:
  Enable or disable maintenance mode
• Log out from magento admin panel ( if you logged in ).

Install

1. Unzip extension package
2. Navigation into package/Extension folder
3. Upload content of package/Extension to your magento root directory.
   • package/Extension/app >> magento_root/app

   CustomerAttributes does not overwrite any magento core files

4. Set correct file permissions for all the files which you uploaded to your server.
   Refer to Magento documentation for more details:
   Ownership and permissions
5. Enable module:

   php bin/magento module:enable Nwdthemes_Base Nwdthemes_CustomerAttributes

6. Run setup upgrade scripts:

   php bin/magento setup:upgrade

7. Generating static files:
   Magento <= 2.1.x

   php bin/magento setup:static-content:deploy

   Magento >= 2.2.x - add -f parameter

   php bin/magento setup:static-content:deploy -f

8. Flush cache:

   php bin/magento cache:flush

9. CustomerAttributes is now installed on your Magento system.

Common Issues

• Following steps will help you to disable the extension

  php bin/magento module:disable Nwdthemes_CustomerAttributes
  php bin/magento cache:flush
  php bin/magento cache:clean

• If you have other cache services such as Redis, Varnish, please also flush cache of those services.
• Deploy your store if needed.

Uninstallation

Check this article for a common actions list: Magento 2: Uninstall Module

• Navigate to NWDthemes > Custom Attributes
• Select all custom attributes in list, choose and confirm delete all attributes action
• Remove the folder app/code/Nwdthemes/CustomerAttributes
• Drop module tables from database

  DROP TABLE IF EXISTS `nwdthemes_customerattributes_attribute`;
  DROP TABLE IF EXISTS `nwdthemes_customerattributes_group`;

• Remove the config settings

  DELETE FROM core_config_data WHERE path LIKE 'nwdthemes_adminloginascustomer%';

• Remove the module from database table setup_module

  DELETE FROM setup_module WHERE module='Nwdthemes_CustomerAttributes'

• Remove the module from app/etc/config.php
• Flush cache

  php bin/magento cache:flush

• Recompile code if you are in production mode

  php bin/magento setup:di:compile

Creating and Editing Custom Attributes

To create new custom attribute navigate to NWDthemes > Custom Attributes and click Add New Attribute. For editing existent custom attributes navigate to NWDthemes > Custom Attributes and select Edit action on appropriate item in attributes list table.

Attribute Configuration

This part of custom attribute form contains basic custom attributes options:

Attribute Label - name of attribute to be displayed on front end

Attribute Code - unique attribute code for internal use. Can be set only when creating attribute and can’t be edited later.

Input Type - type of attribute input element. Can be set only when creating attribute and can’t be changed later.

Attributes Group - group of attributes input element will be added to. You can create more attribute groups in Attribute Groups section

Is Required - defines is this attribute should be required in forms

Input Validation - select validation rule that will be used to validate this element. Applicable only for Text Input elements.

Frontend Class - css class that will be added to input element on frontend. Can be used to decorate elements with custom css styles.

Allowed Extensions - comma separated list of extensions of files allowed for upload. Applicable only on image upload elements.

Attribute Options

This part of custom attribute form allows to add, edit and remove options for Select and Select Multiple attributes. You can specify different option labels for specific store views.

Attribute Visibility

This part of custom attribute form contains custom attributes visibility options:

Creating and Editing Attribute Groups

To create new attribute group navigate to NWDthemes > Attribute Groups and click Add New Group. For editing existent attribute group navigate to NWDthemes > Attribute Groups and select Edit action on appropriate item in attribute groups list table.

Attribute Group Form

Following fields available in edit attribute group form:

Group Name - name of the group to be displayed on front end

Is Enabled - should this group be enabled, disabling it will hide this group and all its attributes from the forms

Sort Order - number that will define sorting of attribute groups in form

Help & Support

Please read this documentation carefully, it will help you eliminate most of potential problems with incorrect configuration of the extension and Magento. If you don't find the answer to your questions, please refer to this chapter for more information about support policy:
Help & Support > Support Policy.

Magento configuration, installation, maintenance, customization etc. is beyond the scope of our support. But since Magento is very popular platform you can find tons of useful tutorials and articles on the web. Here are some resources for start:

Useful links

Documentation

• Basic information about Magento:
  https://magento.com/developers/magento2
  https://magento.com/products/community-edition
• System Requirements:
  http://devdocs.magento.com/guides/v2.0/install-gde/system-requirements.html
• Magento documentation:
  Getting Started
  Developer Documentation
• Installation Guide:
  http://docs.magento.com/m2/ce/user_guide/magento/installation.html

Community

• Magento Forum:
  https://community.magento.com/
• Stack Overflow:
  http://stackoverflow.com/questions/tagged/magento2?sort=newest
• Magento Stack Exchange:
  http://magento.stackexchange.com/

Support Policy

Support hours: 10AM – 6PM GMT+1 time, Monday – Friday. The support response time is 24-48 hours.

Support for our items includes:

• Fixing bugs and reported issues
• Responding to problems regarding the item and its features
• Providing updates to ensure compatibility with new software versions

Item support does not include:

• Customization and installation services
• Support for third party software and plug-ins
• Support for Magento: configuration, installation, maintenance etc.