Custom fields enable admins to enhance data collection by adding fields to those provided by default. There are three types of custom fields:
- User Custom Fields: Supplementary information about users such as T-shirt size, dietary restrictions, etc.
- Group Custom Fields: Group-specific details such as external group ID or account number
- Event Form Custom Fields: Event-specific details such as programming type or alcohol served
To access field permissions, switch to Admin mode Field Permissions if needed. Open Settings on the left, and choose Custom Fields.
Choose the custom field type and click Create. This example will demonstrate an Event Form custom field.
Add a title and type: simple text field, checkboxes (as shown in this example), drop-down, date, or file upload. (Available types depend on the custom field type.) Then set whether this field is required, admin-only, public (viewable by users), read-only, and will be included in reports. Any instructional text or comments can be included in the Instructions field. Click Submit.
If your field requires additional details, such as answers for checkboxes, click Add Answer.
Once created, a custom field can be duplicated or deleted.
In this example, the custom event field appears when a group officer creates an event, in Step 1, under Additional Details.
Note: Custom Fields can be added when uploading users or uploading groups uploading users. Simply add the name of the newly created Custom Field at the end of the template.