User defined fields are fields added to the Member's Database that are unique and specific to your organization.
- From the top menu bar click on PEOPLE and choose the Members Database link.
- The Members Database page will appear. Click on the arrow next to Select Options and choose User Defined Field.
- Click on the Add User Defined Field button.
- This is where you can add a field to the Add A Member screen. Fields marked with an asterisk(*) are required.
- Position After: This is where you can choose where on the form to place this field by using the drop down arrow for a list.
- *Field Label: This field is required. You just need to name the label.
- *Field Type: This field is required. You must pick one from the list.
- Text Box (Short Answer): This will give you a small text box for you to put in a Short Answer.
- Text Area (Long Answer): This will give you a larger text box for you to put in a longer answer.
- Radio Options (options added below): Selecting this will get you options to enter in the style of radio buttons.
- Checkboxes (options added below): Selecting this will get you options to enter in the style of checkboxes.
- Dropdown Box (options added below): Selecting this will get you options to enter in the style of a drop down list.
- Require a date (mm/dd/yyyy): This will require you to enter a date on the field that is added.
- Required?: You can make this field required to be filled out by choosing Yes or No.
- Add Field: Once you have the above entered, you can click on Add Field. This will add the field to a list of User Defined Fields. You can choose the field to edit it or you can delete it by clicking on the garbage can.
-
To see your newly created field, go to the Members Database page and under the Select Options, choose Add Member. Your new User Defined Field will be there.
Comments