Custom Fields - View / Edit / Move / Delete

View

NOTE:

You can filter the list of Custom Fields by Module, Applications, Permissions, Type and Header. If you change the display order of a Custom Field when filters are set (filters that may hide some Custom Fields), it will be placed below any hidden Custom Fields in that new location (if moving it upwards) or above any hidden Custom Fields in that new location (if moving it downwards).
  1. Go to: Configuration >> Custom Fields
  2. Hover over the options icon beside the Custom Field
  3. Click on “View”
  4. Click the [Close] button

Displays On

When viewing your Custom Fields, you’ll see a variety of abbreviations in the “Displays On” column:

  • M: MyVolunteerPage.com (i.e. when a volunteer is editing their profile)
  • V1: Volunteer Application Form 1 (i.e. when a new applicant is filling in the Custom Fields in Application Form 1)
  • V2: Volunteer Application Form 2 (i.e. when a new applicant is filling in the Custom Fields in Application Form 2)
  • V3: Volunteer Application Form 3 (i.e. when a new applicant is filling in the Custom Fields in Application Form 3)

If the text appears in bold, that means that a value is required under that circumstance (i.e. required on the specific application form or required in a volunteer’s profile).

You can also hover over the abbreviation to see more detail.

Edit

  1. Go to: Configuration >> Custom Fields
  2. Hover over the options icon beside the Custom Field you want to change
  3. Click on “Edit”
  4. Make the desired changes
  5. 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 you created.

Edit the Attributes of Multiple Custom Fields

  1. Go to: Configuration >> Custom Fields
  2. Check the box beside each Custom Field you want to change (you can also check the “Select All” box at the bottom)
  3. Select the appropriate value from the drop list:
    • Update Permissions (Private, Read Only, Read/Write without approval, Read/Write with approval)
    • Update Display and Requirement Settings (MyVolunteerPage.com, Application Forms and where a value is required)
  4. Make the desired changes
  5. Check the box to confirm your changes
  6. Click the “Update” button,  to save your changes

IMPORTANT:

If you select Custom Fields that have differing Modules (e.g. Administrator and Volunteer), a dialog will show you the settings for the intersection of the Modules on those Custom Fields.

Move

  1. Go to: Configuration >> Custom Fields
  2. Hold the mouse button down over the [Move] button to the right of a Custom Field (or header) to move it to a new location. Release the mouse button when you have placed it in the desired location.

Delete

  1. Go to: Configuration >> Custom Fields
  2. Hover over the options icon beside the Custom Field
  3. Click on “Delete”

NOTE:

If there are profiles with data for the Custom Field you’d like to delete, you’ll be told how many profiles would be affected if you choose to delete the Custom Field.