Skip to main content
Updating a User's Custom Fields

How to update Custom Fields, approve Custom Fields and upload a file a profile

Updated over a month ago

Updating Custom Fields

  1. In the “Main” tab, click on the “Custom Fields” sub-tab

  2. Optional: Filter by the desired module(s) to display the custom fields associated with your selection

  3. Update the field(s) as required

  4. Click the [Save] button

Update Multiple Profiles in Bulk

  1. Go to: People, then click on “Bulk Update User Custom Fields” found in the sidebar under Volunteers >> Custom Fields

  2. Search for the desired profiles to change

  3. Once the search is complete, select the Header from the dropdown list

  4. Select the Custom Field from the dropdown list

  5. Value: Select the new option to be applied to the selected profiles:

    • Set the desired value for every selected person, or

    • Remove the existing option for every selected person Click the [Update] button

  6. Check the box to confirm the changes

  7. Click the [Set the Value] button ​

Note: The “Bulk Update User Custom Fields” feature will replace any existing data in a field, with the new data specified; once changed this cannot be undone. If, however, you are using this feature to update “long text” in a Custom Field, the data you enter will be added to the existing text in that field.


Upload a File to a Custom Field

About this feature: If you need to upload a file to a user’s profile, you can create a Custom Field with the type “File” for each special purpose. For each of these Custom Fields you can upload one file; maximum 4MB.

Note: For more information on valid file types please this help article.

  1. Go to the “Custom Fields” section in the “Main” tab

  2. Scroll to the field where you want to upload a file. If a file has already been uploaded to the field, you’ll see its name underscored (you can click on that link to open the file). There’s also a checkbox to enable you to remove that file before uploading a new file.

  3. Beside the field you wish to upload a file to, click the button to select a file. Depending on the browser you are using, this button may have a different name:

    • Google Chrome: the button is called [Choose File]

    • Mozilla Firefox / Internet Explorer: the button is called [Browse…] Follow the steps in your browser’s file manager to select the desired file to upload and click the [Open] button

  4. Back in the Custom Fields section, click the [Save] button

Note: The maximum file name length for an uploaded file is 255 characters.


Accepting/Rejecting Custom Fields

One Custom Field

  1. Go to: People, then click on “Approve Custom Fields” found in the sidebar under Volunteers >> Custom Fields

  2. From the Admin Home Page, click on the “Custom Field Approvals” in the Status Update section Mouse over the Options icon beside the entry

  3. Click on “Approve” or “Reject”

One Custom Field from an Individual’s Profile

  1. In the “Main” tab, click on the “Custom Fields” sub-tab

  2. Click the green [Approve] or [Reject] button

Multiple Custom Fields

  1. Go to: People, then click on “Approve Custom Fields” found in the sidebar under Volunteers >> Custom Fields

    • From the Admin Home Page, click on the “Custom Field Approvals” in the Status Update section

  2. Optional: Use the module filters to see pending approvals for specific modules

    • Click the [Filter] button

  3. Check the box beside each entry you would like to approve or reject

  4. Scroll to the bottom and select the desired value from the “Change Selected” dropdown list

Did this answer your question?