eRATEX provides the ability to collect custom data. You can have up to three fields to collect custom data, and that data can be required or optional. The data can be collected on a customer's account page, during checkout, or both. If a customer enters custom data and places an order, the custom data displays on the order in Orders > Manage Orders.
Buttons and Options
Custom Data
Fields and Settings
Description
Show
Enable this to show Custom Data field(s)
Required
Enable this to require the customer to enter something in Custom Data field(s)
Max Length
Maximum number of characters that can be entered for Custom Data field(s). Leave blank or set to 0 to allow any number of characters
Format
Regular expression used to validate the format of the value entered in Custom Data field(s). Leave blank to disable format validation
Label
The label for the field that displays in the eRATEX store
Admin Label
The label for the field that displays in eRATEX Admin
Invalid Format Message
The message that displays when a customer enters text into the field that does not match the Format specification
Required Message
Message that displays if the customer does not enter valid data in a required field
Fields and Settings
Description
Show Yes/No Prompt
Enable this to show a Yes/No
option so the customer can select whether the CustomData form applies to
them.
Yes/No Prompt Text
Label for the Yes/No prompt
Show on Account Pages
Title Text
Show during Checkout
Enable this to show the
CustomData form during checkout, either on the checkout payment.aspx page, or
on the checkout1.aspx page, if One Page Checkout is enabled.
Admin Title Text
Only Show for Carts with
If Show duringCheckout is enabled, this setting can be used to
only show the Custom Data elements if the customer has products of the
selected VR Product Types (GM, TR, TX) in their cart. If no VR Product Types are selected,
it is the same as if all VR Product Types were selected. (?)
Validation Error Text
The message that displays when a customer enters text into the field that does not match the Format specification
Set Customer Level
Set this to a valid Customer
Level ID to assign to the customer if they enter a value for any custom data
field. If the selected customer level includes a discount, it is recommended
that you validate the custom data. Set to 0 to disable this. (?)
Validation
Import
Fields and Settings
Description
File Path
Location of the file to import
File is Delimited
Select this if the fields in the file are delimited by a punctuation mark or special character
Column Delimiter
Type the column delimiter. For example, if you are importing a CSV file, type , (comma)
Ignore First Row
Select this if the first row of the file you are importing contains headers
Column Name
Import File Position
Validate
Auto-Run Settings
Setting
Description
Enabled
Select this to enable auto-import of custom data files
Daily Auto-Run Time
Select the time the auto-import runs (daily)
Related Parameters
Parameter
Description
RATEX.CustomData.1.Format
Regular expression used to
validate the format of the value entered in Custom Data field 1. Leave blank
to disable format validation.
RATEX.CustomData.1.MaxCharacters
Maximum number of characters
that can be entered for Custom Data field 1. Leave blank or set to 0 to allow
any number of characters.
RATEX.CustomData.1.Required
Enable this to require the
customer to enter something in Custom Data field 1.
RATEX.CustomData.1.Show
Enable this to show Custom Data
field 1.
RATEX.CustomData.2.Format
Regular expression used to
validate the format of the value entered in Custom Data field 2. Leave blank
to disable format validation.
RATEX.CustomData.2.MaxCharacters
Maximum number of characters
that can be entered for Custom Data field 2. Leave blank or set to 0 to allow
any number of characters.
RATEX.CustomData.2.Required
Enable this to require the
customer to enter something in Custom Data field 2.
RATEX.CustomData.2.Show
Enable this to show Custom Data
field 2.
RATEX.CustomData.3.Format
Regular expression used to
validate the format of the value entered in Custom Data field 3. Leave blank
to disable format validation.
RATEX.CustomData.3.MaxCharacters
Maximum number of characters
that can be entered for Custom Data field 3. Leave blank or set to 0 to allow
any number of characters.
RATEX.CustomData.3.Required
Enable this to require the
customer to enter something in Custom Data field 3.
RATEX.CustomData.3.Show
Enable this to show Custom Data
field 3.
RATEX.CustomData.CustomerLevel
Set this to a valid Customer
Level ID to assign to the customer if they enter a value for any custom data
field. If the selected customer level includes a discount, it is recommended
that you validate the custom data. Set to 0 to disable this.
RATEX.CustomData.EnableOnAccountPage
Enable this to show the
CustomData form on the account pages, including account.aspx and
createaccount.aspx.
RATEX.CustomData.EnableOnCheckoutPage
Enable this to show the
CustomData form during checkout, either on the checkoutpayment.aspx page, or
on the checkout1.aspx page, if One Page Checkout is enabled.
RATEX.CustomData.ShowForCartProductTypes
If
RATEX.CustomData.EnableOnCheckoutPage is enabled, this setting can be used to
only show the Custom Data elements if the customer has products of the
selected VR Product Types in their cart. If no VR Product Types are selected,
it is the same as if all VR Product Types were selected.
RATEX.CustomData.ShowYesNoPrompt
Enable this to show a Yes/No
option so the customer can select whether the CustomData form applies to
them.
RATEX.CustomData.ValidationImport.AutoRun.Enabled
Enable this to have the Custom
Data Validation Import process run automatically every day at the time
specified in the RATEX.CustomData.ValidationImport.AutoRun.Time AppConfig
RATEX.CustomData.ValidationImport.AutoRun.Time
Set this to the integer hour
(Eastern Time) that the Custom Data Validation Import Auto Run process should
run every day.
RATEX.CustomData.ValidationImport.ColumnDelimiter
Characters used to define the
delimiter between columns in the import file. For tab-delimited files, use \t
as the delimiter.
Column number in the input file
of the column that represents the CustomData1 field. This value is 0-based,
so use 0 for the first column, 1 for the second, etc.
Column number in the input file
of the column that represents the CustomData2 field. This value is 0-based,
so use 0 for the first column, 1 for the second, etc.
Column number in the input file
of the column that represents the CustomData3 field. This value is 0-based,
so use 0 for the first column, 1 for the second, etc.
Column number in the input file
of the column that represents the Email field. This value is 0-based, so use
0 for the first column, 1 for the second, etc.
Column number in the input file
of the column that represents the FirstName field. This value is 0-based, so
use 0 for the first column, 1 for the second, etc.
Column number in the input file
of the column that represents the LastName field. This value is 0-based, so
use 0 for the first column, 1 for the second, etc.
Position in the fixed-width
input file where the CustomData1 field begins. This value is 0-based, so use
0 for the first position, 1 for the second, etc.
Position in the fixed-width
input file where the CustomData2 field begins. This value is 0-based, so use
0 for the first position, 1 for the second, etc.
Position in the fixed-width
input file where the CustomData3 field begins. This value is 0-based, so use
0 for the first position, 1 for the second, etc.
Position in the fixed-width
input file where the FirstName field begins. This value is 0-based, so use 0
for the first position, 1 for the second, etc.
Position in the fixed-width
input file where the LastName field begins. This value is 0-based, so use 0
for the first position, 1 for the second, etc.
RATEX.CustomData.ValidationImport.ImportFilePath
Path to the Custom Data
Validation import file.
RATEX.CustomData.ValidationImport.IsDelimited
Enable this to indicate that
the Custom Data Validation Import file is a delimited file, and specify a
delimiter in the RATEX.CustomData.ValidationImport.ColumnDelimiter AppConfig.
If the file is fixed-width, disable this and set the column specification
AppConfigs.
RATEX.CustomData.ValidationImport.SkipFirstRow
Enable this to skip the first
row of the import. This may be used because the import file has column
headers in the first row, or some other header.