Custom Fields

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What Is 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. Option: Enter a description (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. Enter a Custom Field name (required, maximum 200 characters)
    2. Select the header for the Custom Field from the drop-down list
    3. Select the modules that will use the Custom Field
    4. 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
    5. 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. – 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
      – Checkbox: a box that can be checked/unchecked
      – File: a file can be uploaded (See: File Types)
    7. Optional: Enter a description.
    8. 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.
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