Custom Fields

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What Is a Custom Field?

Beyond basic contact information in a volunteer’s profile, you can collect and store further information about a volunteer in a “Custom Field”. Custom Fields with something in common can be grouped together into a header.

 

Add New Header

    Note

    If you already have all the section headers you need, skip ahead to Add New Custom Field.
  1. Click the [+] button in the “Custom Field” header and click on “New Header” (or click the [+ New Header] button)
  2. Enter a header name (required, maximum 200 characters)
  3. Select the module(s) that will be used in the header. A header must share the same modules of any of the Custom Fields that will go under it. For example: A header with only volunteer module selected, can only contain a Custom Fields that have the Volunteer module selected. Just getting started? Choose volunteer if you are adding this header just for the volunteer profiles.
  4. Optional: Enter a description. This information will be visible to people when completing an application form and to users when editing their profile. (Just getting started? Just leave this blank.)
  5. Click the [Save] button

Add New Custom Field

  1. Go to: Configuration >> Custom Fields
  2. Click the [+] button in the “Custom Field” header and click on “New Custom Field” (or click the [+ New Custom Field] button).
    1. Custom Field: Enter a Custom Field name (required, maximum 200 characters)
    2. Header: Select the header for the Custom Field from the drop-down list
    3. Modules: Select the modules that will use the Custom Field
    4. Organizations: 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.)
    5. Permissions: Select what the volunteer can do with the Custom Field:
      • Private: Only accessible to the administrator
      • Read only: Data entered by the administrator can be seen by the volunteer but not edited
      • Read/write with approval: Data entered by the volunteer requires approval by the administrator
      • Read/write without approval: Data entered by the volunteer does not require approval
      • Application Forms: Select the application forms on which this Custom Field will appear and whether or not a value is required by those filling in an application (Just getting started – just choose application 1)
    6. Display:
      • MyVolunteerPage.com: Select whether or not this Custom Field will appear to volunteers when they edit their profile and whether or not a value is required
      • Application Form: Select the application forms on which this Custom Field will appear and whether or not a value is required by those filling in an application (Just getting started – just choose application 1)
    7. Type: Select the desired type of field to create. Please note that you cannot change the type after you have created/saved the field.
      • Yes/No: a choice of selecting either “Yes” or “No”
      • Date: valid date values only
      • Number: valid numbers only (no punctuation) with optional decimal place
      • Short Text: up to 100 characters
      • Long Text: large amounts of text
      • 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 (See: File Types)
    8. Description: Optional: Enter a description.
    9. Click the [Save] button

Note

Once a Custom Field has been created, the one thing in a Custom Field that you cannot edit is the type of field that it is.

Other Tutorials Related to Volunteer Profile Setup

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