Configuring Magento 2 Add Custom Field to Shipping Address

• Why Add New Field in Magento 2 Shipping Address?

• 5 Steps to Add a Custom Field Magento 2 Shipping Address

• Use Cases of Adding a Custom Field to Shipping Address

• Troubleshooting Potential Issues of Adding Custom Checkout Fields

• FAQs

• Summary

Why Add New Field in Magento 2 Shipping Address?

Reason	Explanation
Capture Additional Information	Adding a custom field allows you to gather more data from customers. This information can be used for personalized marketing You can set up targeted campaigns based on this data. If marketing data isn't needed, capture delivery-related details. It ensures better service and customer satisfaction.
Differentiation	Stand out from other eCommerce stores by tweaking the checkout process. Adding custom fields creates a unique shopping experience. It makes the checkout process more engaging. Customers find the process interesting and useful. It helps in collecting valuable customer insights.
Reduce Cart Abandonment	One major issue for eCommerce stores is cart abandonment. Custom fields can help address customer concerns. By collecting additional information, you can improve the Magento checkout experience. It can lead to a reduction in cart abandonment rates. A smoother checkout process encourages more completed purchases.
Improve Customer Experience	Custom fields allow you to address specific customer needs. It can include special instructions for delivery or product customization. Meeting these needs can enhance customer satisfaction. Happy customers are more likely to return and recommend your store. Providing a tailored experience can boost loyalty.
Gain Competitive Advantage	Offering a more personalized checkout process can set you apart from competitors. Customers appreciate when their preferences are considered. It can lead to higher customer retention and brand loyalty. A unique checkout experience can become a key selling point.
Collect Feedback	Use custom fields to gather feedback directly from customers during checkout. It can provide insights into their preferences and pain points. Feedback can be used to improve Magento products and services. Direct customer input can help you make informed business decisions. Gathering feedback at checkout is convenient for customers and provides valuable data.
Streamline Operations	Custom fields can be used to collect information that helps streamline backend processes. For example, specific delivery instructions can optimize logistics. It can lead to more efficient order fulfillment. Improved operations can reduce errors and save time. Efficient processes contribute to overall customer satisfaction.

5 Steps to Add a Custom Field Magento 2 Shipping Address

Step 1: Insert the Custom Field in Layout

First, we need to create a plugin to modify the dynamically generated shipping and billing address forms. This plugin targets the \Magento\Checkout\Block\Checkout\LayoutProcessor::process method, and you need to declare it in the di.xml file.

Here is the code to add a Custom Shipping Attribute field:

<?php

$customshippingAttribute = 'custom_field';

$customField = [

`'component' => 'Magento_Ui/js/form/element/abstract',`

`'config' => [`

    `'customScope' => 'shippingAddress.custom_attributes',`

    `'customEntry' => null,`

    `'template' => 'ui/form/field',`

    `'elementTmpl' => 'ui/form/element/input',`

    `'tooltip' => [`

        `'description' => 'this is what the field is for',`

    `],`

`],`

`'dataScope' => 'shippingAddress.custom_attributes' . '.' . $customshippingAttribute,`

`'label' => 'Custom Shipping Attribute',`

`'provider' => 'checkoutProvider',`

`'sortOrder' => 0,`

`'validation' => [`

   `'required-entry' => true`

`],`

`'options' => [],`

`'filterBy' => null,`

`'customEntry' => null,`

`'visible' => true,`

];

$jsLayout['components']['checkout']['children']['steps']['children']['shipping-step']['children']['shippingAddress']['children']['shipping-address-fieldset']['children'][$customshippingAttribute] = $customField;

Step 2: Update Data Submission Component

Next, modify the Magento_Checkout/js/action/set-shipping-information component. This component manages the data submission process between the shipping and billing steps.

Here is the necessary code:

/*jshint browser:true jquery:true*/

/*global alert*/

define([

`'jquery',`

`'mage/utils/wrapper',`

`'Magento_Checkout/js/model/quote'`

], function ($, wrapper, quote) {

`'use strict';`

`return function (setShippingInformationAction) {`

    `return wrapper.wrap(setShippingInformationAction, function (originalAction) {`

        `var shippingAddress = quote.shippingAddress();`

        `if (shippingAddress['extension_attributes'] === undefined) {`

            `shippingAddress['extension_attributes'] = {};`

        `}`

        `shippingAddress['extension_attributes']['custom_field'] = shippingAddress.customAttributes['custom_field'];`

        `return originalAction();`

    `});`

`};`

});

Step 3: Integrate Mixin

Load your mixin for the relevant JS component by adding requirejs-config.js to the /view/frontend/ directory.

var config = {

`config: {`

    `mixins: {`

        `'Magento_Checkout/js/action/set-shipping-information': {`

            `'/js/action/set-shipping-information-mixin': true`

        `}`

    `}`

`}`

};

Step 4: Add Custom Field to Address Model

To incorporate the new field, add the extension_attributes.xml file in the /etc/ directory.

<?xml version="1.0"?>

<config xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="urn:magento:framework:Api/etc/extension_attributes.xsd">

`<extension_attributes for="Magento\Quote\Api\Data\AddressInterface">`        

    `<attribute code="custom_field" type="string" />`    

`</extension_attributes>`

</config>

Step 5: Retrieve Custom Field Value

Finally, create an instance of the Magento/Quote/Api/Data/AddressInterface.php interface to set and get values for the custom fields.

$objectManager = \Magento\Framework\App\ObjectManager::getInstance();

$addressInformation = $objectManager->create('Magento\Checkout\Api\Data\ShippingInformationInterface');

$extAttributes = $addressInformation->getExtensionAttributes();

$selectedShipping = $extAttributes->getCustomShippingCharge(); //get custom attribute data.

Use Cases of Adding a Custom Field to Shipping Address

Use Case	Explanation
Special Delivery Instructions	Custom fields can collect specific delivery instructions from customers. It ensures that deliveries meet customer needs. Use this data to optimize delivery routes. Customers feel valued when their preferences are considered. It leads to higher satisfaction rates.
Gift Messages	Add a field for customers to include gift messages. It is particularly useful during holidays and special occasions. It enhances the gift-giving experience. Personal touches can increase customer loyalty. Customers appreciate the added personalization.
Customer Preferences	Gather information on customer preferences and habits. Use this data for targeted marketing and personalized offers. Customers feel understood and catered to. It can lead to increased repeat purchases. Personalized experiences boost customer retention.
Business Address Verification	Custom fields can be used to verify business addresses. Ensure that shipments are sent to valid commercial locations. It can reduce delivery errors. Accurate delivery information saves time and money. Businesses appreciate the added verification step.
Order Customization	Allow customers to specify product customizations. It can include special requests or modifications. Meet unique customer needs with tailored options. Magento Customization can set your store apart from competitors. Satisfied customers are more likely to become repeat buyers.

Troubleshooting Potential Issues of Adding Custom Checkout Fields

Issue	Explanation
Validation Errors	Ensure custom fields have proper validation. Incorrect validation can cause checkout errors. Customers may need help to complete their purchase. Use clear error messages to guide users. Regularly test and update validation rules.
Data Submission Failures	Custom fields must integrate smoothly with the data submission process. Failures can disrupt the checkout flow. Double-check the Magento configuration of custom fields. Ensure compatibility with existing systems. Regularly monitor for submission issues.
UI/UX Disruptions	Custom fields should not disrupt the user experience. Ensure the checkout process remains intuitive and user-friendly. Overloading the form can cause frustration. Balance additional fields with ease of use. Prioritize critical information.
Backend Processing Issues	Ensure custom fields do not cause backend processing problems. Data should be correctly stored and retrieved. Incomplete data can affect order processing. Regularly test backend systems for compatibility. Ensure data integrity and consistency.
Compatibility with Extensions	Custom fields should be compatible with existing Magento extensions and plugins. Incompatibility can cause conflicts and errors. Test custom fields with all installed extensions. Regularly update and maintain extensions. Ensure seamless integration with the overall system.

FAQs

1. How can I add a custom field to the address form in Magento 2?

You can add a custom field by modifying the shipping address Magento 2 form. Use the following code to create a Magento plugin for the \Magento\Checkout\Block\Checkout\LayoutProcessor::process method. Declare it in the di.xml file. It ensures the custom field appears on the checkout page.

2. What is the purpose of adding a custom field to the Magento 2 checkout?

Adding a custom field at checkout allows you to gather additional customer information. It can be used for personalized marketing or capturing delivery details. It helps improve customer satisfaction. You can also differentiate your store from competitors.

3. How do I ensure the custom field at checkout is properly validated?

Ensure the custom field has proper validation to avoid checkout page errors. Use clear error messages to guide users. Regularly test and update validation rules. Proper validation prevents incomplete orders.

4. Can I customize the shipping address form to include special instructions?

Yes, you can add a custom address field for special instructions in the address form in Magento 2. It ensures deliveries meet customer needs. Use the following code to modify the form. It, with dedicated Magento hosting improves the overall customer experience.

5. Where can I find the following code to add a custom field in Magento 2 checkout?

You can find the code to add a custom field in the Magento documentation or developer forums. The code snippet involves creating a plugin and modifying the di.xml file. It helps you learn how to add custom fields to the shipping address form effectively.

Summary

Adding a custom field to the shipping address in Magento 2 enhances your data collection and customer satisfaction. Key benefits are:

• Capture Additional Information: Gather more data from customers for personalized marketing and improved service.

• Differentiation: Stand out from competitors by offering a unique checkout experience.

• Reduce Cart Abandonment: Improve the checkout process and reduce cart abandonment rates.

• Improve Customer Experience: Address specific customer needs with custom fields.

• Streamline Operations: Optimize backend processes with specific delivery instructions.

Consider managed Magento hosting to add a custom field to the shipping address easily.