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Text and Text Area Fields

The Text and Text Area fields collect written information from customers during registration.

Use the Text field for short, single-line responses such as a company name, tax ID, job title, or website address. Use the Text Area field when customers may need to provide a longer response, such as business details, application notes, or additional instructions.

Select either field in the registration form preview to open its settings.

Text field settings in the WholesaleX Registration Form Builder.

Text Area field settings in the WholesaleX Registration Form Builder.

Difference Between Text and Text Area Fields

Both fields provide the same configuration options, but they accept different types of responses:

FieldInput typeSuitable for
TextSingle-line inputCompany name, job title, tax number, website, reference number
Text AreaMulti-line inputBusiness description, application notes, special requirements, additional information

Choose the field based on how much information the customer needs to enter.

Available Field Settings

Field Active

Enable Field Active to display the selected field on the registration form.

Disable it to keep the field in the form builder without showing it on the published form.

Required

Enable Required when customers must complete the field before submitting the registration form.

Leave it disabled when providing the information should be optional.

For example, a Company Name field may be required for wholesale applicants, while an Additional Notes field may remain optional.

Hide Label

Enable Hide Label to remove the visible field label from the registration form.

Customers will then need to understand the field from its placeholder or help message. Keep the label visible when the requested information may not be immediately clear.

Exclude Role Items

Use Exclude Role Items to hide the selected field from specific user roles.

Click Choose Roles and select the roles that should not see the field. Leave this setting empty to display it for all applicable users.

For example, you can collect a business description from wholesale applicants while excluding the field from regular customer roles.

Field Label

The Field Label describes the information customers should enter.

The default labels are:

FieldDefault label
TextText
Text AreaText Area

Replace these generic labels with descriptions that match the information you want to collect.

Suitable Text field labels include:

  • Company Name
  • Job Title
  • Tax Identification Number
  • Business Website

Suitable Text Area field labels include:

  • Business Description
  • Reason for Applying
  • Additional Information
  • Special Requirements

Field Name

The Field Name is the internal identifier WholesaleX uses to store and process the submitted value.

WholesaleX automatically generates unique names similar to:

FieldGenerated field name
Texttext_1785227510058
Text Areatextarea_1785227538935

You can replace the generated name with a more descriptive value, such as:

company_name
job_title
business_description
additional_information

Do not use spaces or special characters in the field name. Use lowercase letters, numbers, and underscores, and assign a unique name to each custom field.

WholesaleX adds the wholesalex_cf prefix when storing the field as a custom field.

Placeholder

The Placeholder appears inside the input area before the customer starts typing.

The default placeholders are:

FieldDefault placeholder
TextText
Text AreaText Area

Replace them with instructions relevant to the field.

For a Text field:

  • Enter your company name
  • Enter your job title
  • Enter your tax identification number

For a Text Area field:

  • Briefly describe your business
  • Explain why you are applying for a wholesale account
  • Provide any additional information

Keep placeholders brief. Use the Help Message setting when customers need more detailed instructions.

Help Message

Use Help Message to clarify what customers should enter.

Text field examples:

Enter the registered name of your business.
Provide your business tax identification number.

Text Area field examples:

Describe your business, primary products, and target customers.
Provide any information that may help us review your wholesale application.

A help message is optional. Add one when the field label and placeholder do not fully explain the requirement.

WooCommerce Options

Add WooCommerce Registration

Enable Add WooCommerce Registration to display the selected field on the default WooCommerce customer registration form.

Leave it disabled when the field should appear only on the WholesaleX registration form.

Add Custom Field to Billing

Enable Add Custom Field to Billing to include the field in the WooCommerce billing section.

Use this option when the collected information is relevant to checkout, billing, order processing, or customer records.

For example, a company reference number may be useful in billing, while a wholesale application description usually is not.

Required in Billing

Enable Required in Billing to make the field mandatory in the WooCommerce billing section.

Use this option together with Add Custom Field to Billing. Leave it disabled when customers should be able to complete checkout without entering the information.

Example Text Field Configuration

For a Company Name field, use the following setup:

SettingRecommended value
Field ActiveEnabled
RequiredEnabled for business applicants
Hide LabelDisabled
Exclude Role ItemsExclude non-wholesale roles if needed
Field LabelCompany Name
Field Namecompany_name
PlaceholderEnter your company name
Help MessageEnter the registered name of your business.
Add WooCommerce RegistrationEnable if needed
Add Custom Field to BillingEnable if the company name is needed for billing
Required in BillingBased on your billing requirements

Example Text Area Field Configuration

For a Business Description field, use the following setup:

SettingRecommended value
Field ActiveEnabled
RequiredBased on your approval process
Hide LabelDisabled
Exclude Role ItemsExclude non-wholesale roles if needed
Field LabelBusiness Description
Field Namebusiness_description
PlaceholderBriefly describe your business
Help MessageDescribe your business, primary products, and target customers.
Add WooCommerce RegistrationEnable if needed
Add Custom Field to BillingUsually disabled
Required in BillingUsually disabled

After configuring the fields, click Save Changes and check the frontend registration form to confirm that the Text field accepts a single-line response and the Text Area field provides enough space for longer information.

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