Configuring Screen Profiles for Gladstone360

Problem

You need to control which user fields appear on customer records in Gladstone 360 and in workflow additional-information steps, using Plus2 screen profiles.

Resolution

1. Create or edit the member record screen profile

   • In Plus2, go to Configuration > Membership > Screen Profiles and select New, or open the existing profile.
   • The member record's user field tabs in 360 come from a screen profile whose ID must start USERF. Only fields listed after Privacy policy are user fields.

2. Organise the fields into pages

   • Select Add Page to create a new tab (for example Medical, Membership), name it and confirm. Add page inserts after the current page, and the Standard page can't be renamed.
   • Select a user field from Available Fields and move it into the tab using the chevron.
   • Set the field status (Optional, Advisable or Required).
   • Select Save.

3. Create a workflow screen profile (if applicable)

   • For a workflow's additional information step, create a separate screen profile (for example G0001 Concession with concession eligibility required) and pick it on the step.
   • Use screen profiles in workflows to capture information such as cancellation reasons.
   • Required fields must be completed before continuing. 360 treats Advisable as optional.

4. Log out and back in

   • Log out of 360 and back in to see changes.

5. Check the fields in Gladstone 360

   • Open a customer record in Gladstone 360 and find the new tab.
   • Select Edit to update the field values, then Save.

Notes

• Access to configuration in Plus2 and permission to create and edit user fields and screen profiles are required. You also need access to Gladstone 360 to test and use workflows.
• 360 shows only fields that have been filled in, grouped by tab. Fields left out of the profile can't be completed in 360.
• Once a pick-list user field has a value, it can't be cleared. Add an option such as None or Prefer not to say.
• New questions need free user fields (up to about 50). Reuse unused Plus2 user fields (for example old opt-in fields now replaced by marketing preferences).
• Set phone-number user fields (for example emergency contact number) as free text, not number fields, or the leading 0 is dropped.
• For creating user fields, see How to Create User Fields in Plus2.
• Related: Creating a Workflow in Gladstone360; Designing Gladstone 360 Add Contact Workflows.

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