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.
- 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