Super Administrators can create Personal Custom Fields in Site Settings. Personal Custom Fields can be used to record specific data about Users which is not otherwise captured on the LMS. These can then be used in Form Templates to automatically pull information from a User's profile into the Form when it is launched, meaning you don't have to manually input the data.
Sometimes you may have created your Form Templates prior to setting up your Personal Custom Fields. In this scenario, it is possible to link existing fields on a Form Template to Personal Custom Fields. This can only be done with particular field types, these are:
- Text input
- Date input
- Single selection using a list
Navigate to the Layout tab whilst editing a Form Template. Click on one of the above field types to edit the field.
Click Link to Custom Field.
A popup will open, showing all of the Personal Custom Fields that are set up on your LMS, and that match the field type - in this example, Date Input. The fields will be grouped together as specified in Site Settings.
Click the plus icon to expand the groups. Click the Personal Custom Field you wish to link to.
The field is now linked to the Personal Custom Field, and will function in the same way as any other Personal Custom Field.
You can set the field mode to Pull or Push - see this guide for further information.