About this feature: 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.
IMPORTANT: Under most circumstances we recommend that all Custom Fields be created at the Enterprise level. There are many advantages to this practice, including, only needing to setup and maintain the fields in one place, eliminating the chances for duplicate fields, and streamlining reporting. Therefore, the default permission settings on all new Enterprise accounts are set to disable their creation at the sub-account level. If you are a Full Enterprise administrator, and have any questions about the permission settings on your account, please connect with our Support team using the chat icon at the bottom right corner of your admin home page.
Note: When creating Custom Fields at the Enterprise level you can select whether the Custom Field will be “Visible to all organizations” in your enterprise or only “Visible to selected organizations”, which will then enable you to select the specific organizations. If you add more Organizations to your Enterprise, the Custom Field will automatically be visible to the new Organizations if you choose “Visible to all organizations”. If you choose “Visible to selected organizations”, you will need to edit the Custom Field and manually make it visible to any new Organizations.
- Go to: Configuration, then click on “Custom Fields” found in the sidebar under Profile Customization
- 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.
- 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/unchecked
- File: a file can be uploaded
- Optional: Enter a Description
- Click the [Save] button