Custom Fields Admin
The Custom Fields admin page is where you define the custom fields that appear on member profiles. This is the admin configuration side; for how custom fields are used on profiles, see Custom Fields.
Creating a Field Definition
- Navigate to Settings > Custom Fields.
- Click Add Field.
- Configure the field:
- Name -- A clear, descriptive label (e.g., "Spiritual Gifts," "T-Shirt Size")
- Field Type -- Choose from seven types:
- Text, Textarea, Number, Date, Dropdown, Checkbox, Multi-select
- Description -- Help text shown to staff when filling in the field
- Required -- Whether this field must be filled in on every profile
- Options -- For Dropdown and Multi-select types, enter the list of choices
- Click Save.
Field Types in Detail
| Type | Input | Best For |
|---|---|---|
| Text | Single line | Short answers (gift, size, ID number) |
| Textarea | Multi-line | Long answers (testimony, notes) |
| Number | Numeric only | Counts, ages, years |
| Date | Date picker | Milestone dates (baptism, confirmation) |
| Dropdown | Single select from list | Categorization with one answer |
| Checkbox | Yes/No toggle | Binary questions (consent, completion) |
| Multi-select | Multiple from list | Multiple applicable values (skills, languages) |
Managing Options
For Dropdown and Multi-select fields:
- Enter each option on a separate line or as a comma-separated list
- Options appear in the order you define them
- You can add or remove options after creation (existing data is preserved)
Required Flag
When a field is marked as required:
- Staff see a required indicator when editing profiles
- The field must have a value before the profile can be saved
Reordering Fields
Drag and drop fields in the admin list to change their sort order. The order here determines how fields appear on member profiles.
Deactivating Fields
Instead of deleting fields:
- Deactivate a field to hide it from profiles
- All existing data is preserved
- Reactivate later to restore the field and its data
提示
Name your fields clearly and add descriptions. When multiple staff members enter data, consistent naming prevents duplicate or confusing fields.