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Custom Fields

Custom fields are used to capture any information you would like to collect from a customer through your surveys or forms.

Updated over a week ago

Organizing Custom Fields

In this section, you have the capability to generate your own custom fields. Custom fields serve a crucial role in forms and surveys, capturing unique data and information that goes beyond the boundaries of standard inquiries such as "Name, Email, and Phone Number". They allow for more personalized and targeted data collection, enabling you to gather insights that are specifically relevant to your business needs. Whether you need to know a respondent's job title, their favorite product from your line, or any other piece of information that isn't typically requested, custom fields provide the flexibility to tailor your data collection tools to your specific requirements.

NOTE: Depending on your user permissions, you may not have access to all of the components

All Fields

Upon accessing the Custom Values tab, you will encounter a detailed compilation of every custom field that has been established to date. This comprehensive overview allows you to effortlessly review and manage all your created custom fields in one place.

Search Menu

In just a few moments, you can easily find the desired custom field by making use of the handy search bar feature. This eliminates the need for time-consuming scrolling of each item listed, streamlining the process of locating specific custom fields within your records.

Group Filter

With group filter tab, you can decide how you would like the system to display the custom fields. Lets cover each filter one by one.

  1. All - This will show all of the custom fields from all groups.

  2. Contact - This filter when selected will show the custom fields created for Contacts.

  3. General Info - This filter when selected will show the custom fields created for General Info.

  4. Additional Info - This filter when selected will show the custom fields created for Additional Info.

Field Actions

The checkboxes give you the power to perform different actions. You can select just one custom field or multiple fields, depending on the action you want to perform.

Bulk Action Menu

Once you choose the custom fields, you get three great bulk actions:

1. Edit - Click this icon to edit already existing custom fields.

2. Delete - To delete a custom field, click this icon. Once you delete a custom field, it is permanently deleted.

3. Move to Group - With this option, you can move the folder to a different group.

Field Name

Within this particular column, you will find the labels assigned to your various custom fields.

Folder

In this section, you'll find the corresponding folders linked to each of your custom fields. This allows you to easily identify which folder is connected to a specific custom field.

Unique Key

The Unique Key serves as an identifier when obtaining data through webhooks or incorporating custom information into communication channels such as emails and text messages. This key is generated automatically, taking the format based on the name assigned to your custom field, ensuring a seamless integration process.

Copying Unique Key

By clicking on the dual square icon, you can effortlessly copy the unique key and subsequently paste it into your desired location.

Creation Date

In the Creation Date column, you'll find the specific date and time at which each custom field was initially generated.

Folders

To view the folders you have created, click on the Folders tab. Here you will see a list of folders you have created.

Hamburger Menu

You can use this icon to drag and drop custom fields you have already created in order to organize them.

Folder Name

This column will show the name of each folder. This can always be edited if required.

Fields

Here you can see the number of fields created inside each folder shown in the list.

Created On

This column will show the date and time when each folder was created.

Folder Actions Menu

As shown in the image below, the three dots menu will open up a action menu.

1. Rename - Lets you rename the folder.

2. Delete - Lets you delete an individual folder.

Deleted Fields

In the Deleted Fields tab, you will be able to view the custom fields that have been previously deleted. Clicking on the redirect link will take you to the audit page in your Hub where you can view items previously deleted.

Adding a Folder

You have the ability to create a new folder specifically for your customized fields by simply selecting the 'Add Folder' button.

Adding a Field

To create a custom field, locate the green "Add Field" button at the top right of the screen, give it a click, and watch a pop-up appear. In it, you can complete all of the details needed to add your custom field.

Custom Field Options

When generating new custom fields, a diverse range of options is available to you. These include:

  1. Single Line Text

    Commonly referred to as "single-line text," this particular text field is designed for instances when the user is required to provide a brief textual response.

  2. Multi Line Text Field

    Often called "paragraph text," this type of text field is employed when soliciting a more extensive textual response from the user. It allows for the submission of more comprehensive and detailed answers, accommodating larger amounts of text.

  3. Text Box List The text box list field gives your user a list of inputs that need to be filled. This is very useful when asking for text items closely related to keeping them all in one spot.

  4. Number Field

    This is an input field that MUST contain numbers ONLY. This field can contain decimal points if needed as well.

  5. Phone Field

    The phone field is used to capture phone numbers. There is also a country code selector so the user can select what country their phone number is registered in.

  6. Monetary Field

    Like the numerical field, this field can only contain numbers as this is meant to capture monetary amounts.

    This can be used when referencing things like salaries, gross income, hourly wages, etc.

  7. Single Options Dropdown Field

    This is also known as a "drop-down field". This allows the user to open a list of options to select from. They can only choose one option.

  8. Multiple Options Dropdown Field

    Like the "single options" field, this field opens up a drop-down selector.

    However, your user will be able to select multiple options with this field type.

  9. Radio Select Field

    Radio buttons will give your user the ability to select their choice from a list of options.

    Unlike the checkbox field, radio buttons restrict the user to only selecting one choice.

  10. Checkbox Field

    This is your standard checkbox field. Users will be allowed to select multiple options when using the checkbox option.

  11. Date Picker Field

    When clicked, the date field will open up a calendar that allows the user to select a specific date.

  12. File Upload Field

    You can offer your user a file upload field where they can upload many different file types. You can also add an upload limit so the user does not upload too many files.

    Supported file types are: PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, CSV/XLSX

  13. Signature Field

    Using this field you can collect a signature from your user. They will need to draw their signature with their computer mouse or touchpad.

  14. Preview Depending on the chosen field type, a preview will be displayed on the right side of the popup, allowing you to visualize the appearance and functionality of the selected field.

Creating New Custom Fields

In this guide, we will walk you through the process of creating a new custom field, using the "Single Line" custom field as an example. This step-by-step approach will ensure a smooth and efficient setup for incorporating custom fields tailored to your specific needs.

Field Selected

In this section, the chosen custom field type is displayed. For our current example, we are creating a "Single Line" custom field, which allows users to input brief text in a simple and efficient manner.

Name

Feel free to assign a suitable name to your field that aligns with your intended purpose.

Object

Utilizing the dropdown menu, you can easily choose the desired object associated with this particular tab.

Group

In this section, you can determine the appropriate group to which the custom field should be added. The dropdown menu offers options to add the custom field to a contact group, general group, or any other specific group that you have created for this particular custom field.

Placeholder

In this area, you have the option to provide a placeholder for your custom field. A placeholder is a brief hint or example that guides users on the expected input format or content.

Prefill

You can also set a prefill value for your custom field, which serves as a default input that is automatically populated when users interact with the field. This feature can save time and effort for users, especially when the majority of entries share a common value or format.

Additional Preferences

This tab will provide a few additional preferences with respect to your custom field.

Unique Key

Upon entering the custom field information into the system, a unique identifier key will be automatically generated for each custom field. This key will be displayed in this section and serves as a distinct reference for each field.

Add Description

In this section, you have the opportunity to provide additional details about your custom field. You can describe its purpose and the specific objectives it aims to achieve within your platform.

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