![]() ![]() The form appears in the following image, and we'll describe each field.įor custom field sets which are displayed inline, this name appears as the legend of the field set. This screen lets you assign a title to the field set, specify what type of records it will be used for, select the display characteristics, and enter help text. To create a custom field set and custom fields, go to: Administer > Customize Data and Screens > Custom Data. Rather than group all 20 fields in a single custom field set, you may want to split them into two sets - one for the directory-related fields, and a second for more general Individual details. For example, you may associate 20 custom fields with Individual contacts, 12 of which relate to an online membership directory. You should create this custom data for an Event type Participant for the specific Event.ĭepending on how many custom fields you are creating, you should also consider grouping the fields topically. ![]() ![]() Another example would be if custom data is specific to a particular event registration page. For example, if your custom field set contains contact characteristics such as a field for the "color of eyes", you should associate them with the Individual contact type rather than the generic Contacts option, as this field would be irrelevant to Organization and Household contact types. Taking the time to think through these questions helps keep your application screens as relevant and clear of superfluous fields as possible. Will the fields have broad applicability, or are they relevant to a specific Contact Type, Event, Financial Type, etc.? For example, a field which stores a person's entree choice at a dinner event should be assigned to the Participant record, and not to the Individual Contact record this data describes the person as a participant in an event (they might not have or make the same choices for another dinner).What types of contacts or records will these fields be appropriate for?.How will the fields in this set be used?.When creating custom field sets, you should ask: The scope of a custom field set is one of the few decisions that is irreversible (you will not be able to change it after creating it) so it is important to consider carefully what you want to associate your custom field set with when you start. Individuals), and yet another set with a specific component (CiviMember, CiviEvent), or with other elements such as Relationships and Groups. For instance, you might associate a custom field set called "nationality" with all contact types, another set such as "immigration status" with a specific contact type (e.g. Custom field sets ¶Ĭustom fields are always part of custom field sets, and each set has a scope as wide or as narrow as you choose. A custom field set is a group of fields containing related data - that is, a set of fields related to a certain activity type, to participation in events, or to contributions. To clarify, a field is a unit of information entered into the database, such as someone's primary spoken language, or high school graduation date. (You may find it helpful to read the information about custom fields first, but you will need to create the field set before you create the fields in it). Create a custom field set, which is simply like a container to hold these custom fields together.Therefore, adding custom data is a two-stage process: For example, if you have a contact type Student, you might have a custom field listing the subjects they study.Ĭustom data fields are always stored as sets of custom fields in CiviCRM. You can also restrict custom fields to certain types of that object. This chapter explains how you can collect information beyond that which CiviCRM allows by default through adding custom fields to hold the data you want to collect.įor example, you could add a set of checkboxes to organisations so that you could track the clients that they serve. Example: Create a Soft Credit Search and DisplayĮxample: Create a filterable public Membership List with Logo GridĮxample: Create a List of Donor Members to Invite ![]()
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