Create Custom Field
Please note that Custom Fields that are created and applied to a project will be viewable in the Edit screen of the Inventory Overview or Registrant Profile, or the Sales Rep area in the Project Admin Center, depending on which area the fields have been assigned to.
1 - Click into the Client Admin Center .
2 - Click on System.
3 - Click on Business Rules in the dropdown.
4 - Click on the Custom Fields tab.
5 - Click on Add Custom Field or simply start entering a name for the Custom Field in the Name box under Custom Field on the right side of the screen. This is a required field and will be outlined in red if you attempt to move on to the next step without entering a name.
6 - Click on the dropdown beside Display Type and select a format for the custom field. Your options are:
- Text Field (numbers up to a maximum of 15 characters; you will also be able to specify the number of decimal places once this field type is selected)
- Date Time
- Radio Button
- Check Box
- Select List
- Multi Select List
Note: Data entry boxes will be outlined in red if not completed.
7 - If you select a Display Type of Text Field, Number Field, Date, or Date Time, click Save when information is complete.
If you select a Display Type of Radio Button, Check Box, Select List, or Multi Select List, an Answers section will be displayed under Custom Field. Click on Add Answer.
8 - To add answers, click on Add Answer. Enter in the space provided. Repeat the process as many times as you need to.
Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it's been saved, the red triangle will disappear.
9 - Click Save.
10 - Once the Custom Field is created, it must be added to a Business Rule Set in order to be applied to a Project.