Creating Custom Fields + Video

Watch Video

You can create custom fields to collect additional information from people:  guests, buyers or donors.   Custom fields are not available for items.  

There are also preprogrammed fields for two commonly used custom fields:  meal choice and seating preferences.

To add Custom Fields, go to:  Admin > Site Settings > Customize Your Site > Custom Fields.

The first step is to create a Field Group.    Field Groups allow you to organize multiple fields under a single header, for instance:

Student 1 (field group)

• Name (field)
• Grade/Teacher (field)
• Birthdate (field)

Whom the data is collected for is specified at the Field Group level.  Custom fields will display on all forms used by the specified group.  It is not possible, for instance, to display a Buyer form on the donate now form, but not the ticket sales form.

After creating a Field Group, you can add as many custom fields within the group as needed.   For each field, you'll specify:

• a field name
• the type of field (text box, dropdown menu, checkbox, plain text)
• whether the field is optional or required.

Use the Preview Look and Feel button to preview how your fields will look on the Form they are collected on and Display on the User record.

You can always view the custom data collected enmass by using the Customize button on the relevant datapage to add the Custom field(s) as columns on your screen