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Custom Profile Fields and New Options for Requested Ship Date in Aleyant Pressero™ Plus a New InDesign Plugin for Aleyant eDocBuilder™

Custom Profile Fields

Ever wished you could capture some sort of specific information when a user first signs up, or later edits their user profile? Now you can, with Custom Profile Fields! Additionally, you can even use data you’ve captured with Custom Profile Fields in Pressero and bring that data right into your eDocBuilder templates.

Creating a Custom Profile Field in Pressero is a 2-step process:
  • First, go to Preferences > Custom Profile Fields to create the field for your entire Pressero instance.
  • Second, go to Site > (Your Site) > User Management > Profile Fields to enable the custom profile field for individual sites.

When you create a custom profile field, it’ll ask you for a prompt, an attribute, and a field typeYou can learn all about about this setup process in our user manual, but the attribute is what allows custom profile field information to be integrated with eDocBuilder and other tools, so make sure you select an attribute you’ll recognize easily later on, even when you’re not working directly in Pressero.

Increased Functionality for Requested Ship Date

Previously, you could configure a Site to capture a specific ship date requested by a customer, but when enabled, your customer was not required to select a date. Because the calendar had a default date you didn’t know if that was the date the customer wanted, or if they missed the selection altogether. We’ve updated that feature to a drop-down box, where you can configure the option a little more precisely now allowing for an optional and a required setting. These settings will affect the behavior for both the Requested Ship Date, and the Projected Ship Date fields.

Use Default

  • We use the products In stock/Out of Stock days to determine the earliest possible default date that can be selected and display that on the calendar.
  • The customer can select a later date based on the products in the cart.
  • The Projected Ship Date will show the same as Requested Ship date.

Do Not Ask

  • We do not show a calendar in the Shopping Cart.
  • We do not add a date in the Requested Ship Date field, it shows as null.
  • The Projected Ship Date field will use the In Stock/Out of Stock days based on the items in the order.

Required

  • A calendar will be presented to the customer at checkout and we will not display a default date.
  • The end user must select a date from the allowed date shown on the calendar.
  • The Projected Ship Date will show the same as Requested Ship date the customer selects.

Optional

  • A calendar will be presented to the customer at checkout and we will not display a default date.
  • The end user may select one if they wish from the allowed dates based on the products being ordered but it is not necessary that they do so.
  • If they do not select a date then the Requested ship date field will be null.
  • If no date is selected by the customer, the Projected Ship Date field will use the In Stock/Out of Stock days and provide that date on the reports, confirmation page, etc.

See the image below:

Capture Requested Ship Date Drop Down Box

Visit Site > Settings > General and scroll down to the Checkout section to find this configuration option.

*Please Note – Because of this update, customers using the API or XML file from AWI may need to account for this change in an integration referencing the Requested Ship Date. Now that we have an optional setting, you will want to allow the date field to be null. If you have any questions or concerns, please contact our support department so we can assist you further.

eDocBuilder plugin 1.2.8 for InDesign CC 2019 Now Available

Great News! We have released the eDocBuilder InDesign CC 2019 plugin for Windows (both 32 bit and 64 bit versions) and Mac. Click here to read more and download the plug-ins.

 

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