Freelancer Marketplace
  • START HERE
    • 👋Welcome
    • Quickstart
  • KEY FEATURES
    • Registering users
    • How the dashboard works
    • Adding services
    • Searching for services
    • Messaging
    • Hiring freelancers
    • Job statuses
    • Submitting work
    • Leaving reviews
  • Template Contents
    • Data types
    • Option sets
  • Payments
    • Overview
    • Installing the Stripe - Connect - Marketplace plugin
    • Activating Stripe Connect
    • Adding your icon and branding
    • Configuring API Keys
    • How to enable payments
  • KEY PAYMENT FEATURES
    • Onboarding Freelancers
    • Authorising a payment
    • Capturing a payment
    • Paying funds out to a Freelancer
    • Setting the platform fee
    • Debugging errors
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On this page
  • Categories
  • Company Logo
  • Job Status
  • Navigation
  • Payments
  • Role
  1. Template Contents

Option sets

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Last updated 4 months ago

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:

Company Logo

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

Navigation

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.