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  How To Create Custom Fields For Your Database


This document refers to one or more of the options accessible in the Relationship Manager tool, by clicking your "Configure" menu item in your top menu when you are logged on as administrator, then clicking the "Custom Fields" header item to expand the options.


STEP
#1

Enter The Name Of the Field


The name of the field is a short identifier of the information being collected and stored. For example, if you are asking for a users age range, simply use "Age Range." It is best practice to use uppercase for the main words to be consistent with the other field names.


STEP
#2

Choose Field Type


What kind of data are you asking for and/or storing in your database? HTML forms have several different ways to collect data:

  • Text Box: Use a text box when users can input any text that might be limted to about 20 words or so. Example: Name.
  • Text Area: Use a text area when users can input any text that is over about 20 words or is best formatted with line breaks (such as address or lists). Example: Introduction.
  • Date: Use date when you want the user to enter a date in a standard format. This uses a calendar feature that allows choosing of a date. Example: Birthday.
  • Time: Use time when you want the user to enter a time in a standard format. This uses a time feature that allows choosing of a time. Example: Last Meeting Time.
  • Select: The select option is best used when you want to present the user with any number of options (usually more than 3) to choose from. They can only select one of the options, or none of the options. Example: Month.
  • Checkbox: Use the checkbox when you have one or more predefined options for the use to choose from, when the user is allowed to choose more than one. Example: Subjects You Like.
  • Radio Button: Use the radio button when you have one or more predefined options for the use to choose from (usually no more than handful, otherwise use select), when the user must choose only one. Example: Gender.

Once you choose the field type, the other fields will change to reflect your choice, and ask for specific information.

  • For text box you can choose a small or large text box, based on how much information you want the user to enter. There are no hard limits, the sizes are just for athestics and serve as indicators to the user as to how much data is expected.
  • The text area has an "add print option" that will allow you or the user (depending on who sees the field) to easily print the contents entered.
  • The select, checkbox, and radio button options have a field where you include the options separated by a vertical bar "|". If you are using the radio button, the first option entered is selected by default.

For example, if you are asking for the user's favorite color, you might enter

Blue|Green|Yellow|Red|Heliotrope

STEP
#3

Enter an Optional Description


This will serve as instructions for the user when entering the data. Many time, fields require a little explantion or instruction. This is where you enter those instructions.

Repeat this process for each field you want to add. When done, click the "Configure" button at the bottom of the page.


Important!

  Important Note!

By default, the custom fields that you create are you visable to you, the administrator. If you want these to show up on the registration form, you select those fields in the "Configure" > "Open Registration" section. Note that the fields will only show up there after you save them and return to the Configure section. You can also choose which fields are required, that is, the registration will not be allowed unless a value is entered.

 




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