This article describes the tools available to edit custom fields that already contain data and how to prevent your supporters from adding or editing their info (eg meal selections) when necessary.
Instructions for deleting or hiding unwanted fields and/or existing data are covered here.
Changing where the field DISPLAYS
Go to Site Settings > Customize Your Site > Look and Feel > Custom Fields
- Click on the Edit icon next to the Field GROUP to specify whether you want the field to collect info from Donors and/or Buyers and/or Guests.
- Choose which forms you want the field to display on.
Editing a Custom Field
Go to Site Settings > Customize Your Site > Look and Feel > Custom Fields
- Click on the Edit icon for the field you want to edit.
- Most setting changes are simply applied moving forward, but changing the Field TYPE may result in lost data. If you have already collected data in the field and need to change the TYPE (eg text box to dropdown menu) - create a new field instead of editing the current one. You'll need to manually edit the user records to move their original choice to the new field format before deleting the original field.
- If you are updating the LIST of options for a dropdown field, you must also specify how you want any existing data handled.
- Use the Lock setting to hide the field from all public forms to prevent your supporters from making last minute changes. Your team can still view the data collected, and edit on internal forms/records as desired while field is locked.
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