Magento 2 – Checkout Custom Form

Overview

Adds a configurable custom form to the Magento 2 checkout (shipping step), placed above the shipping-method selection.
The form works for both logged-in customers and guests.
After an order is placed, all entered data is stored in the sales_order table and exposed via extension attributes on OrderInterface.
Form data persists through page refreshes as long as the cart is active.

Fields can be individually enabled or disabled per store view from the admin panel.
Optional character-length limits can be configured for each field.

Default form fields

Field	Config key
Buyer name	checkout_buyer_name
Buyer email	checkout_buyer_email
Purchase order no.	checkout_purchase_order_no
Goods mark	checkout_goods_mark
Comment	checkout_comment

API endpoints

Method	Endpoint	Auth
PUT	/V1/carts/mine/set-order-custom-fields	Customer
PUT	/V1/guest-carts/:cartId/set-order-custom-field	Guest

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Compatibility

Module version	Magento	PHP
2.0.*	2.4.6 – 2.4.8	8.1 · 8.2 · 8.3 · 8.4
1.2.*	2.3.x	7.x
1.1.*	2.1.x – 2.2.x	(no longer supported)

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Installation

composer require sbodak/magento2-checkout-custom-form
php bin/magento module:enable Bodak_CheckoutCustomForm
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento cache:flush

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Admin Configuration

Go to Stores → Configuration → Sales → Checkout → Checkout Custom Form Configuration.

• Enabled Form Fields – multiselect; choose which fields appear in the checkout.
• ** Character Limit fields – optionally restrict the maximum length of each field (leave empty for no limit).

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Customisation

Adding / removing fields

1. Add the constant to Api/Data/CustomFieldsInterface.php and the ATTRIBUTES array.
2. Add the column to Setup/Patch/Data/AddCustomFields.php.
3. Extend Model/Data/CustomFields.php with getters, setters, and isXxxEnabled().
4. Register the field in Model/Config/Source/Option.php.
5. Add it to Model/Checkout/LayoutProcessor/Plugin.php ($fields array).
6. Update Observer/AddCustomFieldsToOrder.php if custom mapping is required.
7. Update Observer/Sales/OrderLoadAfter.php to populate the extension attribute.
8. Update templates in view/adminhtml/templates/order/view/custom_fields.phtml and view/frontend/templates/order/view/custom_fields.phtml.

Making a field required

In Model/Checkout/LayoutProcessor/Plugin.php, add a validation key to the field array:

[
    'dataScopeName' => CustomFieldsInterface::CHECKOUT_PURCHASE_ORDER_NO,
    'label'         => 'Purchase order no.',
    'validation'    => ['required-entry' => true],
],

Overriding translations

Edit i18n/en_US.csv (or create a language-specific CSV, e.g. de_DE.csv).

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Screenshots

Checkout – Guest

Checkout – Logged in

Customer account – Order history

Admin panel – Order edit

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Running Tests

composer install
vendor/bin/phpunit

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Uninstall

php bin/magento module:uninstall Bodak_CheckoutCustomForm

This drops the custom columns from the sales_order and quote tables.

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Changelog

See CHANGELOG.md.

License

MIT License