As an administrator, you can create custom fields in GivePulse that can be used in various forms across your platform. These custom fields help collect specific data from volunteers and users, allowing you to customize forms and questions according to your group's needs.
To manage your custom fields, you can edit them from your group dashboard. These custom fields can be accessed from different form builders such as Event Registration Form, Impact Form, Membership Form, Create a Survey, and more.
- Manage and Create Custom Fields
- Custom Field IDs and Manage Columns
- Create Custom Fields
- Custom Field Types
- Edit Custom Fields
- View Custom Fields Details
- Form Builder
- Video Tutorial
- *What fields are available by default?
- User Import Guide
Manage Custom Fields:
To access your Custom Fields, navigate to your group dashboard, and click 'More Tools' > 'Custom Fields'.
Custom Field IDs and Manage Columns
You will see a Manage Grid for Custom Fields.
You can see there are different columns and it includes the Field ID. The Field ID is the Custom Field Identification that an admin can use to import data with 'CF_XXXXXX'
We recommend getting familiar with Configure Layout - Admin Panel to hide and show columns on the grid. You can also drag and drop the order of the columns and be sure to scroll down and click "Apply" to see the changes.
Create Custom Fields
From here, you can click the "Blue Actions Button" to create a new custom field.
After selecting 'Add Field', you will be directed to the custom field workflow to add your field type, field label, help text, and select the answer type.
Custom Field Types
When selecting the field type, here are the available options:
Agreement Checkbox: Displays text that requires the person to agree with it.
Checkbox Field: Provides a checkbox with accompanying text for user selection.
Date Field: Shows a calendar widget to select a date.
Decimal Field: An input field that accepts only decimal values.
Document Agreement Field: Allows Admins to upload a document that the user can download and uses a checkbox as a user agreement. Privacy Level must be set to Public for the document to be accessed.
Document Upload Field: Requires users to upload a document upon submission.
Dropdown Field: Provides a dropdown menu for selecting from multiple options.
Header Field: Headers can be used to identify sections within the form i.e. Overview, Budget, Objectives, etc. Headers can act as page breaks and will split the application into multiple pages and page breaks do not show up in Preview Mode.
Radiolist Field: Displays options in a radio list for selection.
Likert: Implements a Likert scale question type.
Integer Field: An input field that accepts only integer values.
Multiselect Field: Allows selecting multiple choices.
Text Field: An input field for accepting text only. Used for shorter responses; 160 character limit.
Textarea Field: An input field for larger text inputs. Used for longer responses; no character or word limit.
Single answer or multiple responses
Single answer - User's response will update each time they answer the question and erase the previous answer.
- Note: If selected, and a user can respond multiple times, each answer will override the last.
- Multiple responses - Applicant’s responses will be recorded each time and admin can see the history of responses.
- Single answer - User's response will update each time they answer the question and erase the previous answer.
Edit Custom Fields
You can edit and view details about the custom fields that you have already created. To edit a custom field, click the drop-down menu to the far right of the custom field:
If you need to delete or update fields from this library, you can do so by navigating to the "More Tools" > "Custom Fields" section. From there, you use the drop down menu to archive, update, edit, or review the fields as needed.
View Custom Fields Details
To view details, click on the name of the custom field. This will bring you to a page where you can see where you have already used this custom field, as well as user responses.
To add custom fields that you have created, while you are in the form builder, you can click "Add Existing Saved Fields" on the form in question:
This will then provide a list that you can either scroll through or search by the field label name to find the custom field you are looking to add:
More specifics about custom fields and how they can be used in a variety of settings can be found in our articles discussing the Community Impact Database.
Check out the video below for more info on Custom Fields!
Below are a few main areas where custom fields can play important roles:
Membership Application: Creating custom fields for membership applications will allow you to ask questions or request additional information about the user before approving their membership request.
Pre Event Assessment: Creating custom fields in Registration Questions will allow you to ask questions to help you gather pre-event information.
Shifts: When you have an event with many shifts, and there are specific shifts where you would like to collect further information, you can add custom fields and questions for the shifts.
Affiliate Applications: If a community partner, department, group, program, or club expresses interest in becoming an affiliate to establish a partnership, you have the option to request specific fields for them to complete as part of the application process before accepting their affiliation.
Surveys: You can stitch together a survey or form with custom fields so that you can have people fill this out for your own data collection.
Impacts: When users report their impact, you have the option to ask for specific information. For example, rather than solely tracking service hours, what other details would you like to collect?
*What fields are available by default?
These are default fields and are available for you to use immediately:
|Emergency Contact Info
|composite (inputted data by user profile)
|Number of minors?