Skill level: Beginner
Time to complete: 10–15 minutes
Prerequisites: A directory registered in Friendly CPT Listing (see Getting Started)
What You’ll Learn
- How to access the Setup and Fields tabs for a directory
- What each Setup tab setting controls
- How to decide which fields appear on cards, in filters, and on the detail page
- How file download fields work on cards and the detail page
- How to reorder fields
- What’s different when working with a Friendly CSV Importer directory
Accessing the Settings
- Go to Tools → Friendly CPT Listings
- Find your directory in the table
- Click the Settings button to open the Setup tab, or Fields to go directly to the Fields tab
Both tabs are within the same configuration screen. Click the tab labels to switch between them.
The Setup Tab
The Setup tab controls the overall behaviour of your directory.
Labels and Slug
| Setting | What It Does | Notes |
|---|---|---|
| Singular Label | Name for a single record — used in headings and buttons | e.g., “Member” |
| Plural Label | Name for multiple records — used in the back link and headings | e.g., “Members” |
| URL Slug | The base segment in detail page URLs | Native CPTs only. Read-only for CSV Importer CPTs. |
Display Settings
| Setting | Options | What It Controls |
|---|---|---|
| Items Per Page | 6, 9, 12, 18, 24, 36, 48 | How many cards appear before pagination kicks in |
| Order By | Title, Date, or any meta field | The default sort order for the card grid |
| Featured Image | none / card / template / both | Where to display the post’s featured image |
| Detail Page Max Width | Any CSS value e.g. 800px, 1200px, 100%, none | Constrains the width of the detail page content area |
Featured Image options:
none— images are not shown anywherecard— images appear on the listing cards onlytemplate— images appear on the detail page onlyboth— images appear on both cards and the detail page
Detail Page Max Width: The default is 800px, which suits text-heavy directories. For wider layouts (especially 3-column), try 1200px or 100%. Set to none or leave blank to remove the constraint entirely. See the Detail Page KB for more.
Action Type
This setting controls how email and URL fields are rendered on the detail page:
| Option | Result |
|---|---|
| none | Email and URL fields shown as regular inline links |
| Email fields rendered as a prominent “Send Email” button at the bottom of the detail page | |
| url | URL fields rendered as a prominent “Visit Website” button |
| both | Both email and URL fields get buttons |
For a members directory where you want each profile to have a prominent contact button, set this to email or both.
Redirect URL for Removed Entries
If a record is deleted from WordPress, visitors who have bookmarked the old URL will land on a 404 page by default. Enter a URL here to redirect them to a specific page instead — typically your main listing page or a “this listing has been removed” page.
Leave blank to allow the default 404 behaviour.
The Fields Tab
The Fields tab is where you control what information appears in each area of your directory: on listing cards, in the filter panel, and on the detail page.
The Three Checkboxes
Each field has three checkboxes:
| Checkbox | Where it appears | What it does |
|---|---|---|
| On Card | The listing card in the grid | Shows this field’s value on each card |
| Filter | The filter dropdowns above the listing | Adds a dropdown filter for this field |
| Template | The single-item detail page | Shows this field on the individual record page, and makes it available in the Template Layout Builder |
You can tick any combination for each field. A field can appear in all three places, none of them, or any mix.
File Upload fields are an exception: the Filter checkbox is disabled for them — attachment IDs are not meaningful values for faceted filtering. On Card and Template work normally.
The Content Field (Post Body)
At the top of the field table you’ll see a Content row. This represents the post’s main body text — whatever is written in the WordPress block editor or classic editor for each record. It’s a core WordPress field rather than a custom meta field.
| Checkbox | Behaviour |
|---|---|
| On Card | Shows a short excerpt (approximately 25 words) on each listing card. Useful if your records have a bio or description in the body. |
| Filter | Not available — body text is not suitable for faceted filtering. |
| Template | Makes Content available in the Template Layout Builder so you can drag it into a column on the detail page. |
If Content is not placed in a column in the layout builder, the post body is displayed in its own “About” section below the field columns — the same place it has always appeared. Existing directories are not affected.
If Content is placed in a column, the full formatted body (blocks, headings, images, etc.) renders inside that column instead of the “About” section.
File Download Fields
If a field has type File Upload (set in CPT CSV Importer, or mapped as data type upload during import), it displays differently from regular text fields:
- On Card: When On Card is ticked, a download link using the field’s label appears directly on the card. Clicking it downloads the file from the Media Library. If the field has no attachment, nothing is shown.
- Template: File upload fields marked Template appear as download buttons on the detail page. See the Detail Page KB for full details.
- Filter: Not available for file fields.
The generic attachment field added by the Allow File Upload CPT setting (_cpt_upload, labelled “Attachment”) works exactly the same way once it is detected by CPTListing.
Important: The post title is always shown as the card heading and detail page heading — you don’t need to configure it.
How Filters Work
When you tick Filter on a field:
- A dropdown appears above the card grid for that field
- The dropdown lists all distinct values found in published records
- Each value shows a count of how many records match
- Counts update dynamically as other filters are applied
- Options with zero remaining results are greyed out
Taxonomy fields make the best filters — they’re designed for shared values across records (like Department, Region, or Skills). Meta fields can also be used as filters; the plugin collects distinct values from the database. File Upload fields cannot be used as filters.
The Template Layout Builder
When fields are marked Template, they can optionally be arranged into a 2 or 3 column layout on the detail page using the Template Layout Builder at the bottom of the Fields tab.
The builder lets you drag fields into Left, Middle (3-column only), and Right column zones, and set the proportional width of each column. The Content field is always available in the builder pool.
For full details, see the Detail Page and Template Customisation KB — the layout builder is covered in depth there.
Reordering Fields
Field order matters in two places:
- Card fields — fields marked On Card appear in the order you set here
- Filters — filter dropdowns appear in the order you set here
To reorder:
- Hover over the drag handle on the left side of any field row
- Click and drag to your desired position
- Release to drop
- Click Save to save the new order
Practical Example: Members Directory
Here’s how you might configure a members directory with fields for Name, Job Title, Department, Region, Bio, Email, and Website.
On Card
Show the information that helps someone quickly assess whether a member is relevant to them:
- Job Title — on card
- Department — on card
- Region — on card
- Bio — on card (will be truncated automatically on cards)
Name (the post title) always shows as the card heading.
Filter
Use the fields visitors will actually want to filter by:
- Department — filter
- Region — filter
If you have a Skills field with multiple values per record (a taxonomy), that works well as a filter too.
Template
Show everything on the detail page — visitors clicked through because they want the full picture:
- Job Title — template
- Department — template
- Region — template
- Bio — template
- Email — template (will be an action button if Action Type is set to
emailorboth) - Website — template (will be an action button if Action Type is set to
urlorboth)
Friendly CSV Importer CPTs: What’s Different
When your directory is linked from Friendly CSV Importer, the Fields tab looks slightly different:
- Field definitions are read-only — you cannot rename fields, change their types, or add new ones. All of that is managed in Friendly CSV Importer’s Manage Fields screen.
- The three checkboxes are still editable — On Card, Filter, and Template work exactly the same way.
- Drag to reorder still works — you can change the display order of fields.
If you need to add or rename a field, go to Tools → Friendly CSV Importer, find your CPT, and click Manage Fields.
Troubleshooting
A filter is showing but has no options
- The field needs to have values in actual published records. If records exist but the field is empty for all of them, the filter dropdown will be empty.
- For Friendly CSV Importer CPTs, verify the import mapped that column correctly and the data came through.
Cards aren’t showing the fields I ticked
- Make sure you saved after making changes — look for the Save button at the bottom of the Fields tab.
- Clear any page caching if you’re using a caching plugin or host-level CDN.
The filter counts seem wrong
- Counts are calculated in real time based on published posts. Drafts and private posts are excluded.
- If you’ve recently deleted records, the counts should update on the next page load.
I can’t find a field in the Fields tab
- For native CPTs, fields only appear in the Fields tab after you add them using the Add New Field form. Scroll to the bottom of the Fields tab.
- For Friendly CSV Importer CPTs, the fields available are exactly those that were defined during the import.
The Content excerpt isn’t showing on cards
- Tick On Card for the Content row at the top of the field table, then save.
- The excerpt only shows if the record has content in the WordPress editor. If the body is empty, nothing is rendered.
Content isn’t appearing in the Template Layout Builder pool
- Content always appears in the pool — it doesn’t require the Template checkbox. If the pool seems empty, check that you’ve scrolled down to the layout builder section at the bottom of the Fields tab, and that at least one regular field is also marked Template.
Next Steps
- Getting Started: Register a Directory and Place the Shortcode — if you haven’t set up your directory yet
- The Detail Page and Template Customisation — customise the single-item view, action buttons, and template overrides
