Navigate to Settings on the bottom left >Select Custom Fields from the settings menu on the left>Click on All Fields on the top right
Click “Add Field”
In the Pop-up, you will have options for what kind of custom field you want to create
Choose from the Types of Custom Fields.
NOTE: Once you create a custom field, you cannot edit the field type. To change it, you will need to delete the field and create a new one.
Types of Fields:
Text Input - single-line Textbox Field
Text Input - Multi-line Textbox Field
Text Input- Text-box list
Numerical - Number Field
Phone - Phone Number Field
Monetary - Monetary Field
Checkbox - Multi-option Checkbox Field (multiple options can be chosen)
Single Options - Dropdown Option Field (only one option can be chosen)
Multiple Option - Dropdown Option Field (multiple options can be chosen)
Radio - Radio (circular) Button Option Field (only one option can be chosen)
Date - Date Field
Textbox List - Textbox List Field
File Upload - Allows Files to be Uploaded (or required) with submission - Files allowed include PDF, DOC/DOCX, JPG/JPEG, PNG, GIF
Signature - Signature Field
Enter the Name of the Field.
The Name of the Field is what you will see in the contact profile. This is also what will show on the form/survey if "Show Label" is enabled.
Enter the Placeholder. Placeholder is what will show in the box (specifically for text or other manual entry fields) in a form/survey.
You can add this to a specific folder group. When entering the information for this field, there will be a dropdown for “Group”. This is where you can select which folder you want this field to be organized into.
Enter any other applicable information for the field
Drag and Drop From the Custom Fields Section of Form or Survey Builder to Utilize the Custom Fields. You can also use them in any other feature in the system such as workflows. Custom fields are centralized and they can be used throughout the entire system.
Using Custom Fields in Forms
Using Custom Fields in Workflows
NOTE: Custom Fields can also be created within the Form or Survey Builder. They cannot be edited (permanently) or deleted within the Form or Survey Builder.
To either Edit or Delete A Custom Field, navigate back to Settings > Custom Fields
Click on any custom Value and then click on bulk action
Click on the edit or delete
You can also create Custom Field Folders and map fields within the folders.
Custom fields can be moved to different folders helping keep track of your custom fields.
These Folders will also show up in the contact Card to keep your data collection organized.
You are also able to seamlessly restructure contact fields
NOTE: You can also drag and drop the fields to reorder how they are seen in a contact profile under "Additional Info". Just click on the three horizontal lines on the far left side of each Custom Field and drop it in the order you want.
Plan Custom Fields in Advance: Before creating custom fields, plan out the types of information you need to collect and how it will be used. This helps in selecting the appropriate field types and avoids the need for frequent changes.
Use Descriptive Names and Placeholders: Choose clear and descriptive names for custom fields to make it easy for users to understand what information is being requested. Use placeholders to guide users on what should be entered in the fields.
Organize Fields with Folders: Utilize custom field folders to categorize and organize your fields effectively. This makes it easier to manage and locate fields, especially as the number of custom fields grows.
Leverage Custom Fields Across Features: Remember that custom fields are centralized and can be used across various features like forms, surveys, and workflows. This helps maintain consistency and improves data integration.
Regularly Review and Clean Up Fields: Periodically review your custom fields to ensure they are still relevant and remove any that are no longer needed. This helps in keeping your data collection organized and efficient.
Q: Can I change the type of a custom field after creating it?
A: No, once a custom field is created, you cannot change its type. To modify the field type, you will need to delete the existing field and create a new one.
Q: How do I add custom fields to forms or surveys?
A: To add custom fields to forms or surveys, drag and drop the field from the Custom Fields section of the Form or Survey Builder. Custom fields can also be used in workflows and other system features.
Q: How can I organize custom fields effectively?
A: Use custom field folders to categorize fields and keep them organized. You can also reorder fields in a contact profile by dragging and dropping them under "Additional Info."
Q: What if I need to edit or delete a custom field?
A: To edit or delete a custom field, go to Settings > Custom Fields, select the field, and use the bulk action options to edit or delete it.
Q: Can I create custom fields directly within the Form or Survey Builder?
A: Yes, custom fields can be created within the Form or Survey Builder, but they cannot be edited or deleted from within the builder. For those actions, navigate to Settings > Custom Fields.
