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Custom Fields

 

Overview

Uplifter offers clubs the ability to create customized fields in many locations throughout their site. These are known as Custom Fields and can be found by navigating to Settings > Global Settings > Custom Fields tab on your Uplifter site. Custom Fields can be generated within five main categories, depending on the requirements. For more information about the rest of the Global Settings page, please see our article STEP TWO: Edit Settings.

 

Custom Field Categories

The first step to creating a custom field is to select a category for your needs. Each category will offer different options for context of functionality and locations to display. Depending on your needs, you may select one of the five options: participant, member, instructor, invoice, or invoice item.

Participant Fields

Participant fields are generated to acquire details pertaining to participants that go beyond the elements Uplifter requests intrinsically. You might use participant fields to ask about allergies, previous experience, or for certificate image uploads. Participant fields can be toggled in five ways.

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Field Name: The name of the field you are generating. This should be as succinct as possible.
Help Text: A short sentence that displays when a member hovers over the field. This can be used to help clarify the type of information you are looking for with the field.
On Participant Creation: By enabling On Participant Creation the field you are generating will display on the participant creation form alongside other elements like participant name, birthdate, etc.
Member Edit and View: By enabling Member Edit and View the field you are generating will display on any participant profiles with the option for members to update the information in the field.
Member View Only: By enabling Member View the field you are generating will display on any participant profiles without the option for members to update the information in the field.
Member Checkout and Admin Edit / View on Invoice: By enabling Member Checkout and Admin Edit / View on Invoice the field you are generating will be verified at the time of checkout/registration with the option for members to update the information in the field.
Class Lists and Reports: By enabling Class Lists and Reports the field you are generating will display on class lists/attendance lists and reports that include participant information. 
On Participant Listing: By enabling On Participant Listing the field you are generating will display on participant listing pages. These pages can be found when viewing a member's account or when reviewing program registrant groups via the program view option.
Participant Identifier Field on Import: Enabling the Participant Identifier Field on Import option will set the field to be an identifying field during import. This means that when members import their data the system will consider your custom field when attempting to match new and existing participants. 
Link To: The link to field allows admins to tag elements of their site where these fields may apply, like programs or category levels. Link To is only available for Invoice Fields and Invoice Item Fields intrinsically, but can be enabled for other field types by selecting "Member Edit and View on Invoice". For more information on tagging, please see our article Tagging.

Member Fields

Member fields are generated to acquire details pertaining to members that go beyond the elements Uplifter requests intrinsically. You might use member fields to ask about pick-up schedules, basic volunteer availability, family doctor information. Member fields can be toggled in three ways.

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Field Name: The name of the field you are generating. This should be as succinct as possible.
Help Text: A short sentence that displays when a member hovers over the field. This can be used to help clarify the type of information you are looking for with the field.
On Member Creation: By enabling On Member Creation the field you are generating will display on the member creation form alongside other elements like member name, address, etc.
Member Edit and View: By enabling On Member Edit and View the field you are generating will be displayed on the member's account with the option for the member to update the information in the field.
Member Checkout and Admin Edit / View on Invoice: By enabling Member Checkout and Admin Edit / View on Invoice the field you are generating will be verified at the time of checkout/registration with the option for members to update the information in the field.
On Member Listing: By enabling On Member Listing the field you are generating will display on member manager page (People > Members).
Member Identifier Field on Import: Enabling the Member Identifier Field on Import option will set the field to be an identifying field during import. This means that when an admin imports their member data, the system will consider your custom field when attempting to match new and existing members. 
Link To: The link to field allows admins to tag elements of their site where these fields may apply, like programs or category levels. Link To is only available for Invoice Fields and Invoice Item Fields intrinsically, but can be enabled for other field types by selecting "Member Edit and View on Invoice". For more information on tagging, please see our article Tagging.

Instructor Fields

Instructor fields are generated to acquire details pertaining to instructors that go beyond the elements Uplifter requests intrinsically (via the member account). You might use instructor fields to ask about serialized membership/certification codes, previous instructing experience, or for certificate image uploads. Instructor fields can be toggled in two ways. Note, members must be properly connected to an instructor profile for these features. Please see How to Add/Edit/Delete Instructors for more information on connecting accounts.

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Field Name: The name of the field you are generating. This should be as succinct as possible.
Help Text: A short sentence that displays when a member hovers over the field. This can be used to help clarify the type of information you are looking for with the field.
Member Checkout and Admin Edit / View on Invoice: By enabling Member Checkout and Admin Edit / View on Invoice the field you are generating will be verified at the time of checkout/registration with the option for members to update the information in the field.

Invoice Fields

Invoice fields are generated to acquire details not pertaining to any of the above listed individuals, and specifically at time of checkout. You might use invoice fields to ask how members heard about your club, how many people in the family are involved in the sport, or for various file uploads. 

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Field Name: The name of the field you are generating. This should be as succinct as possible.
Help Text: A short sentence that displays when a member hovers over the field. This can be used to help clarify the type of information you are looking for with the field.
Member Checkout and Admin Edit / View on Invoice: For invoice field options the Member Checkout and Admin Edit / View on Invoice parameter is always enabled. The field you are generating will always display during checkout with the option for members to update the information in the field.
Link To: The link to field allows admins to tag elements of their site where these fields may apply, like programs or category levels. Link To is only available for Invoice Fields and Invoice Item Fields intrinsically, but can be enabled for other field types by selecting "Member Edit and View on Invoice". For more information on tagging, please see our article Tagging.

Invoice Item Fields

Invoice Item Fields are generated to acquire details not pertaining to any of the above listed individuals, and specifically at time of checkout. Invoice Item fields You might use invoice fields to ask what song a participant would like to use during a test, the name of a participant's partner, or the desired size of a purchased piece of equipment.

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Field Name: The name of the field you are generating. This should be as succinct as possible.
Help Text: A short sentence that displays when a member hovers over the field. This can be used to help clarify the type of information you are looking for with the field.
Member Checkout and Admin Edit / View on Invoice: For invoice item field options the Member Checkout and Admin Edit / View on Invoice parameter is always enabled. The field you are generating will always display during checkout with the option for members to update the information in the field.
Link To: The link to field allows admins to tag elements of their site where these fields may apply, like programs or category levels. Link To is only available for Invoice Fields and Invoice Item Fields intrinsically, but can be enabled for other field types by selecting "Member Edit and View on Invoice". For more information on tagging, please see our article Tagging.

 

Field Type Options

Now that you have selected your desired custom field category, and set the basic parameters, you will now need select a field type. Field types offer admins the ability to specify what type of data is required. You can choose from six different field types: whole number, free form text, date, dropdown box, file upload, or image upload. 

Whole Number

A whole number field will require a numeric value without a decimal point. This useful for serialized numbers that do not have special characters, or other values that do not require any information besides the numbers themselves. When selecting a whole number field type you will have access to the following fields.

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Lowest/Highest Value: When selecting whole number you may also specify the required minimum and maximum values allowed. This is useful for serialized values like membership numbers. Note, if you membership is six digits long, your min/max would be 100000/999999.
Allow Multiple Values To Be Stored: By toggling this radio button to "Yes" you will allow members to add more than one value for this field. This is useful for fields like allergies, as participants may have more than one known allergy. Not all field types will allow you to accept multiple values. 
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.
Unique: By toggling this radio button to "Yes" you will set the field to require a unique piece of information. This is best used with information like club membership numbers, but should not be used for fields like allergies or previous experience, as some members may have the same responses. Not all field types will allow you to require unique values.

Free Form Text

A free form text field will offer a text field for any characters to be entered. Coupled with its min and max length fields you can create a custom field that requires a specific amount of information. This field type is useful for phone numbers, partner names, unrestricted song selections, etc. When selecting a free form text field type you will have access to the following fields.

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Minimum/Maximum Length: When selecting free form text you may also specify the required minimum and maximum length allowed. This is useful for reducing replies to a simple Y or N (be sure to specify this in the help text).
Allow Multiple Values To Be Stored: By toggling this radio button to "Yes" you will allow members to add more than one value for this field. This is useful for fields like allergies, as participants may have more than one known allergy. Not all field types will allow you to accept multiple values. 
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.
Unique: By toggling this radio button to "Yes" you will set the field to require a unique piece of information. This is best used with information like club membership numbers, but should not be used for fields like allergies or previous experience, as some members may have the same responses. Not all field types will allow you to require unique values.

Date

A date field offers the ability to select a date from a calendar. This field is useful for requesting certificate completion dates, preferred performance dates, etc. When selecting a date field type you will have access to the following fields.

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Lowest/Highest Date: When selecting date you may also specify the required lowest and highest date allowed. 
Allow Multiple Values To Be Stored: By toggling this radio button to "Yes" you will allow members to add more than one value for this field. This is useful for fields like allergies, as participants may have more than one known allergy. Not all field types will allow you to accept multiple values. 
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.
Unique: By toggling this radio button to "Yes" you will set the field to require a unique piece of information. This is best used with information like club membership numbers, but should not be used for fields like allergies or previous experience, as some members may have the same responses. Not all field types will allow you to require unique values.

A dropdown box field offers a pre-set list of options to select from using a standard drop down menu. This field type is useful for selecting restricted music options, clothing or equipment sizes, etc. When selecting a dropdown box field type you will have access to the following fields.

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Options: When selecting dropdown box you must supply at least one option for the dropdown menu to provide. To add options, simply enter the option value/text and hit enter. Selecting Delete Delete-L.gif removes the option.
Allow Multiple Values To Be Stored: By toggling this radio button to "Yes" you will allow members to add more than one value for this field. This is useful for fields like allergies, as participants may have more than one known allergy. Not all field types will allow you to accept multiple values. 
Minimum/Maximum Selections: After selecting "Allow multiple values to be stored" the system will offer to set a minimum and maximum number of required selections. This cannot be less than or greater than the number of options (respectively).
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.
Allow Free Form: By toggling this radio button to "Yes" you will allow members/participants to enter in their own information into the field. This does not add their supplied data to your suggested list of options, but will allow you to report on the unique entry via Reporting.

File Upload

A file upload field offers the option to request certain files from users, or upload your own while attaching it to a users account/profile. You will have the ability to select what file types you wish to accept. This is useful for requesting forms or documentation. When selecting a file upload field type you will have access to the following fields.

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Allowed Types: When selecting file upload or image upload you will also need to select the type of files you wish to accept. At least one accepted file type is required. Please note: MP3 file types are only available on Enterprise tier plans.
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.

File Size Limitations: Standard Uplifter plans will allow for up to 5mb per file. Enterprise tier plans can enable larger size limitations where required.

Image Upload

An image upload field offers the option to upload an image to your system. This is useful for photocopies/scans of documents, certificates, etc. When selecting a image upload field type you will have access to the following fields.

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Minimum/Maximum Width/Height: When selecting an image upload field you may also specify the min/max image size via the height and width fields. Measurements are in pixels.
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.
Allowed Types: When selecting file upload or image upload you will also need to select the type of files you wish to accept. At least one accepted file type is required.

File Size Limitations: Standard Uplifter plans will allow for up to 5mb per file. Enterprise tier plans can enable larger size limitations where required.

Serial Number

A serial number field offers the option to assign or request a serialized number to/from each unique member/participant/coach/invoice/invoice item created on your site. 

 

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Seed Value: The seed value is the number at which you would like your serialized number to begin. For instance, if you would like all participants to have a six digit number assigned to them, your seed value would be 100000. 
Allow Update Once Set: By marking this check box you will allow users and admins to update this value, even after it has been set. This is useful if you are requesting values that are not being generated your Uplifter site.
Prefix: By entering data into this field you are setting a prefix that will appear at the beginning of all serialized numbers. 
Suffix: By entering data into this field you are setting a suffix that will appear at the end of all serialized numbers. 
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.
Unique: By toggling this radio button to "Yes" you will set the field to require a unique piece of information. This is best used with information like club membership numbers, but should not be used for fields like allergies or previous experience, as some members may have the same responses. Not all field types will allow you to require unique values.

Instructor Selector

The Instructor Selector offers the ability for users to select from a list of instructors within your system. This field will generate an email field that users can fill in. If the email matches a current instructor within your system it will match with that listing. If not, you can toggle whether that instructor is only added to that specific instance, or if it is added to your Instructors list for future selection by other users.

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Allows instructor Creation: By toggling this radio button to "Yes" you will allow users to create new instructors within your club's/organization's instructor list. By leaving this set to "No" they can still add their own instructors, but your Instructors page will not be updated.
Populate with Participant Instructors: By toggling this radio button to "Yes" this field will auto-fill with any instructors already assigned to the participant.
Allow Multiple Values To Be Stored: By toggling this radio button to "Yes" you will allow members to add more than one value for this field. This is useful for fields like allergies, as participants may have more than one known allergy. Not all field types will allow you to accept multiple values. 
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.

Skate Canada Club SkateCanada.png

The Skate Canada Club selector offers users the ability to choose their home Skate Canada club. This offers participants the ability to clearly state their home club without having to rely on other databases being updated accordingly.

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Allow Multiple Values To Be Stored: By toggling this radio button to "Yes" you will allow members to add more than one value for this field. This is useful for fields like allergies, as participants may have more than one known allergy. Not all field types will allow you to accept multiple values. 
Required: By toggling this radio button to "Yes" you will set the field as required, meaning any form the field shows up on will not allow the member to proceed without offering information in the field.
Allow Free Form: By toggling this radio button to "Yes" you will allow members/participants to enter in their own information into the field. This does not add their supplied data to your suggested list of options, but will allow you to report on the unique entry via Reporting.

 

 

Reorder Fields

  1. Drag and drop fields into your desired order
  2. Select Save All

The custom fields that you add to your site can be reordered at any time. To do so, navigate to your custom fields (Settings > Global Settings > Custom Fields) and select your desired field type. Once you have found the field(s) you would like to reorder, simply drag and drop them into the desired order. Once you are happy with the order, be sure to select Save All at the bottom of the page.

 

Example Fields

There are a myriad of ways you may end up using the custom fields feature. However, we've outlined a few popular uses for these fields below. If you have any requests for how best to set up a desired field please don't hesitate to contact us support@uplifterinc.com for assistance.

 

Item Sizes

Whether it's costumes, helmets, guards, or uniforms, the fit matters! Using an Invoice Item Field you can correlate a size drop down with your product or subscription. To do so, you will first want to create your product/subscription (you will want to create one product/subscription for each cost variation). Next, you will want to create an Invoice Item Field using the Dropdown Box field type option. 

Let's say your club sells helmets. You sell small, medium, and large, with no cost difference between the sizes. After creating a "helmet" product, you would want to tag it in the link to field of your new Invoice Item Field. 

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The above example would generate a drop down option to be utilized each time a helmet product is added to an invoice. 

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