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
    • From the Admin Home Page, click on the “Custom Field Approvals” in the Status Update section  
  1. Mouse over the Options icon beside the entry 
  1. Click on “Approve” or “Reject” 

One Custom Field from an Individual’s Profile 

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 
  1. Click on the person’s name from the list that appears 
  1. In the “Main” tab, click on the “Custom Fields” sub-tab 
  1. 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 
Updated on October 23, 2023

Was this article helpful?

Related Articles