Why Customize Magento 2 Checkout Fields?

Customizing checkout fields in Magento 2 goes beyond reducing cart abandonment. It helps gather valuable data, improve order fulfillment, and refine marketing strategies. Let’s break this down:

Collect Additional Customer Insights

Custom fields allow you to ask questions like "How did you hear about us?" The answers provide actionable data. If most responses point to social media, you might need to reconsider other marketing methods like SEO. Acknowledging previous missteps, leveraging this information can lead to more effective campaigns.

Refine Targeted Marketing

Custom fields can also reveal customer preferences, allowing you to tailor campaigns to specific needs. This leads to higher engagement and improved conversion rates. For instance, knowing customer interests can help you promote relevant products or services more effectively.

Enhance Order Fulfillment

Missed deliveries are a common issue. Adding a field to request a preferred delivery time minimizes these risks. This not only cuts down on costs but also boosts customer satisfaction.

Adding Custom Fields to Magento 2 Checkout: A Guide

Enhancing your Magento 2 checkout with custom fields, like a delivery date or special instructions, improves customer experience and supports unique business needs. However, Magento 2 lacks native support for checkout field customization. Here are two primary methods to achieve this:

1. Create a Custom Module (Programmatically)

This approach offers full control and flexibility. Key steps include:

• Extend the Layout: Modify the checkout_index_index.xml file to include your custom field in the checkout layout.
• UI Component Integration: Use Knockout.js to bind the custom field's data with the backend.
• Save Data: Add logic in a custom controller to store the new field's value in the quote or order table.
• Validate Input: Ensure customer input is validated before saving.

This method is ideal for developers familiar with Magento 2's architecture and coding practices. It requires creating or modifying files such as requirejs-config.js, custom JavaScript, and backend controllers for saving data.

2. Use an Extension

Magento extensions simplify the process without requiring custom coding. These pre-built solutions often provide drag-and-drop interfaces for adding fields, configuring their placement, and handling backend storage. While they save time, ensure compatibility with your theme and other extensions.

5. Range Filtering

Filter products with IDs greater than 5:

$collection->addFieldToFilter('entity_id', ['gt' => 5]);

Key Considerations

• Backup First: Before making changes, backup your store to prevent data loss.
• Testing: Thoroughly test the checkout process to ensure the custom field integrates smoothly.
• Error Handling: Use robust error-handling practices to prevent disruptions during checkout.

Both methods have their benefits, depending on your technical expertise and budget. For a more hands-on approach, custom modules are ideal. Extensions, on the other hand, are perfect for rapid deployment without technical complexity.

How to Add a Custom Field to Magento 2 Checkout Programmatically

Adding a custom field to the checkout page in Magento 2 involves creating a custom module. Follow these straightforward steps:

1. Set Up the Custom Module

Create a folder structure under app/code as follows:

Register the Module:

Add registration.php inside app/code/Vendor/CheckoutField/:

Define module.xml:

Place module.xml in app/code/Vendor/CheckoutField/etc/:

2. Activate the Module

Run these commands:

3. Customize the Layout

Create checkout_index_index.xml in app/code/Vendor/CheckoutField/view/frontend/layout/:

4. Add the Custom Field Template

Create field.phtml in app/code/Vendor/CheckoutField/view/frontend/templates/checkout/:

5. Integrate JavaScript

Create custom_field.js in app/code/Vendor/CheckoutField/view/frontend/web/js/view/:

Configure requirejs-config.js in app/code/Vendor/CheckoutField/view/frontend/:

6. Save the Custom Field Value

Add events.xml in app/code/Vendor/CheckoutField/etc/frontend/:

Create the observer SaveCustomFieldObserver.php in app/code/Vendor/CheckoutField/Observer/:

7. Modify the Database Schema

Create InstallData.php in app/code/Vendor/CheckoutField/Setup/:

Summary Table

This method ensures seamless integration of a custom field in the checkout process, improving order customization while adhering to Magento's best practices.

$this->_resources = \Magento\Framework\App\ObjectManager::getInstance()
    ->get('Magento\Framework\App\ResourceConnection');
$connection = $this->_resources->getConnection();
        

$array = ['column1' => 'value1', 'column2' => 'value2'];
$connection->insert($this->_resources->getTableName('test_table'), $array);
        

$select = $connection->select()->from(['o' => $this->_resources->getTableName('test_table')]);
$result = $connection->fetchAll($select);

foreach ($result as $data) {
    echo $data['id'];
}
        

$id = 1;
$sql = "UPDATE " . $this->_resources->getTableName('test_table') . 
       " SET `title` = 'new title' WHERE `id` = " . $id;
$connection->query($sql);
        

$id = 1;
$condition = $connection->quoteInto('id = ?', $id);
$connection->delete($this->_resources->getTableName('test_table'), $condition);
        

$select = $connection->select()
    ->from(['o' => $this->_resources->getTableName('test_table')])
    ->joinLeft(
        ['t1' => $this->_resources->getTableName('test_table1')],
        'o.id = t1.id',
        ['column1', 'column2']
    );