Use Personal Custom Fields to capture additional information about your Users which can be held within their profile and can be reported on. They can also be used to automate the completion of Forms.
Super Administrators can create Personal Custom Fields in Site Settings.
Navigate to Site Settings from the System section of the Menu.
If your Organisation has used Personal Custom Fields before you will find it listed in the Manage Features tab, otherwise you will need to click on Available Features and access it from there.
Click on Add to create a new Custom Field.
Hover over the New Field text and click on the pencil icon to rename it.
Select the type of data you wish to record from the dropdown list.
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Date |
This type restricts the data entered to a date format and allows the user to select a date from a calendar. |
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Numeric |
This type restricts the data entered to be that of a whole number. |
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Select (Single Dropdown List) |
This type allows you to specify options for the User to select from which will appear in a dropdown list. The User will only be able to select one of the options. Once selected, hover over the text Add your options... and click on the pencil to input the options the user will select from.
Click on the Add Selection link, enter the text for the first option then click on Confirm. Repeat until you've entered all the possible options then click on OK. |
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Text (Multiple Line) |
This type provides a comment box large enough for multiple lines of text. |
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Text (Single Line) |
This type provides a single line text box. |
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Yes/No |
This type will display as radio buttons where the User can only select either yes or no. |
Once you've created your field(s), click on the Save button.
The fields will now appear on the Additional Information tab in a User's Profile.
If you prefer, you can organise your Personal Custom Fields in to groups to appear as separate tabs in the User's profile. The Group Personal Custom Fields guide will walk you through how to do this.