🎬 Video summary :

Note: Only the Administrator can create or edit custom fields for a member or role.

Custom fields allow organizations to add more information to roles, circles, or members, allowing you to add more details on how things work in your organization.

For example, you can add a custom field Role Capacities to describe what the role does or a Location to describe where a member is located. It can be whatever you want to make things more clear and improve understanding of your organization.

Add a custom field

  • Click on your profile icon at the bottom of the left-hand navigation menu
  • Click on Administration
  • Click on Custom Fields
  • Click on Add a custom field
  • Fill out the form with the Title of the custom field, whether it will Apply to roles or members, what Type of field you want to add, and a Description.
  • Click Create

Edit custom fields

  • Click on the 3 dots to the right of the custom field you want to edit
  • Click on Edit custom field
  • Make any desired changes.
    Note. The Apply to section cannot be changed. If you wish to switch this section from Role to Member or vice-versa, you will need to delete the custom field and make a new one.
  • Click Save

Delete custom fields

  • Click on the 3 dots to the right of the custom field you want to edit
  • Click Delete custom field
  • Click Delete

Warning: Deleting a custom field will delete all information entered by members for that custom field. There is no undoing this. We recommend ensuring there is no valuable information in these fields prior to deleting it.

Filling out custom fields

Role's custom fields can be entered by administrators and any member with at least one role in the circle. Member's custom fields can be entered by administrators and the individual member.

All content published through custom fields will appear in the search results.

Note. Custom fields may also be used through the api.

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