Option sets

Categories

These are the categories that a service can fall under. They are used as a filter on the repeating group on the 'Search' page and a Freelancer will pick one when creating a job in the 'views-add-service' reusable.

Each option has:

  • A display which is the name of the category (EG Graphic Design)

  • An image which is used in the 'Popular Services' on the index page

You can modify the default categories by clicking on the 'Modify attributes' button:

This option set contains an image that will be used as the platform's logo in the navbar and in the sidebarnav.

Job Status

The 'Job Status' option set contains a number of stages that a job can go through:

  • awaiting confirmation - when a Customer has submitted a proposal but it has not yet been accepted by the Freelancer

  • in progress - when a Freelancer has accepted a job and is working on it

  • delivered - when a Freelancer delivers work for the job

  • complete - when the Customer marks the job as complete

The 'Navigation' option set is used to show/hide various 'views' in the dashboard page. The display associated with each option is added to the page URL which results in certain views being shown/hidden. The options include:

  • services - used to show the 'views-services' reusable element in the dashboard

  • jobs - used to show the 'views-jobs' reusable element in the dashboard

  • profile - used to show the 'views-profile' reusable element in the dashboard

  • new-service - used to show the 'views-add-service' reusable element in the dashboard

  • edit-service - used to show the 'views-edit-service' reusable element in the dashboard

  • messages - used to show the 'views-messages' reusable element in the dashboard

  • inbox - used to show the 'views-inbox' reusable element in the dashboard

  • job-detail - used to show the 'views-job-detail' reusable element in the dashboard

Payments

This option set is used to control whether or not the pre-built payment flows are activated. When the 'Payments Enabled Selected Value' is set to 'yes', the workflows will be active:

Conditional statements are used to control whether or not the pre-built payment flows are active. For example, when a Customer submits a proposal to hire a Freelancer and the 'Selected Value' is set to 'yes', the Button Submit proposal - payments enabled workflow will be active.

This workflow creates a new Transaction and Stripe Checkout Session when the Customer submits a proposal.

All payment-related workflows that are enabled when the 'Selected Value' is 'yes' have the💲emoji before them.

If the 'Selected Value' is set to 'no', the Button Submit proposal - payments NOT enabled workflow will be run. This workflow does not create a new Transaction or Stripe Checkout Session.

For more details, see the Payments section of the documentation.

Role

The 'Role' option set sets whether a user is a Customer or a Freelancer.

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