Customs Fields enable information, that is not necessarily a pre-requisite or essential skill to perform an activity, to be associated with a profile (ex. Emergency Contact Information, t-shirt size, etc.). Files can also be uploaded to a profile using Custom Fields
To manage or view your custom fields, go to: Configuration, then click on “Custom Fields” found in the sidebar under Profile Customization
Add New Custom Field Header
Custom Field Headers can be used to group similar custom fields together. Grouping can help organize the fields, making it easier for users to navigate through the application, and help administrators quickly find specific information within profiles
Mouse over the Options icon in the “Custom Field” bar and click on “+ New Header” (or click the [+ New Header] button at the bottom of the page)
Enter a Header name (maximum 200 characters)
Select the Module(s) that will be used in the header. A header must share the same module(s) of any Custom Fields that will go under it. For example: A header with only volunteer module selected, can only contain Custom Fields that have the Volunteer module selected.
Optional: Enter a Description. This information will be visible to people when completing an application form and to users when editing their profile.
Click the [Save] button
Add New Custom Field
Mouse over the Options icon in the “Custom Field” bar and click on “+ New Custom Field” (or click the [+ New Custom Field] button at the bottom of the page)
Enter a Custom Field name (maximum 200 characters)
Select the Header for the Custom Field from the drop-down list
Modules: Select the module(s) that will need the Custom Field
Permissions: Select what the volunteer can do with the Custom Field:
Private: Only entered, modified and visible to an administrator
Read only: Data entered by an administrator; can be seen by the volunteer but not edited
Read/write with approval: Data entered by the volunteer requires approval by an administrator
Read/write without approval: Data entered by the volunteer does not require approval
Display:
MyImpactPage.com: The volunteer’s profile page, and whether or not the field is required when a volunteer edits their profile.
Application Forms: The application forms on which this Custom Field will appear and whether or not a value is required by those filling in an application.
Profile Dashboard: Select if this custom field should be displayed to administrators when viewing the dashboard section of a profile.
Type: Select the desired type of field to create. Please note: that you cannot change the type after you have saved the created field.
Yes/No: a choice of “Yes” or “No”
Date: valid date values only
Number: Valid numbers only with optional decimal place (no leading zero) Please note: A “Number” field is recommended only for information you will perform mathematical calculations on. For telephone numbers, membership IDs, etc., please use “Short Text”.
Short Text: up to 100 characters (a leading zero can be used)
Long Text: Longer text or paragraphs
Drop Down: a custom list of choices, displayed in alphabetical order
Checkbox: a box that can be checked/uncheck
Signed Document: a fillable document that you can customize and require users to complete or sign electronically
Custom Field Types
Edit One Custom Field
Important: Once a Custom Field has been created, a Custom Field type is the only setting that cannot be changed.
Mouse over the Options icon beside the Custom Field you want to change
Click on “Edit”
Make the desired change(s)
Click the [Save] button
Edit Multiple Custom Fields
Check the box beside each Custom Field you want to change (you can also check the “Select All” box at the bottom)
Select what you would like to change from the drop list:
Update Permissions (Private, Read Only, Read/Write without approval, Read/Write with approval)
Update Display and Requirement Settings (MyImpactPage.com, Application Forms)
Make the desired changes
Check the box to confirm your changes
Click the [Update…..] button to save yo
Delete Custom Field
Mouse over the Options icon beside the Custom Field
Click on “Delete”
Click the [Delete] button to confirm
Copy Custom Field
Mouse over the Options icon beside the Custom Field
Click on “Copy”
Enter a name for the new (copied) field
Click the [Copy] button
View Custom Field
Mouse over the Options icon beside the Custom Field
Click on “View”
Click the [Close] button
Move Custom Field
With your mouse (or trackpad), click and hold the [Move] button to the right of a Custom Field (or header), to move it to a new location. Release the mouse button when you have placed it in the desired location.
Tip: You can filter the list of Custom Fields by Module, Permissions, Type and Header. If you change the display order of a Custom Field when filters are set (filters may hide some Custom Fields), it will be placed below or above any hidden Custom Fields in that new location.
Modify Custom Field or Header Module
Mouse over the Options icon beside the Custom Field/Header
Click on “Modify Modules”
Make the desired change (The options available will depend on associations and current data entered for Custom Fields. Please carefully read the dialog box for full details. When modifying a Custom Field, the associated Header will control the available options. If needed, please modify the Header first.)
If you are removing a module, confirm your selection by selecting the [Remove Module] button
Click the [Close] button