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Custom Field: Add or Edit (in Speaker and Session Management)

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Custom Field: Add or Edit (in Speaker and Session Management)

(event) > Manage > Speakers and Sessions > Setup >  Custom Fields" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 8pt; color: rgb(22, 7, 255); text-decoration: underline;"Custom Fields > Add Custom Field

or (event) > Manage >  Speakers and Sessions > Setup >  Custom Fields" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 8pt; color: rgb(22, 7, 255); text-decoration: underline;"Custom Fields > Pencil icon(Edit a Custom Field)

Jump to: ||  Add/Edit  ||  Field Type Options  ||  See Also  ||

Introduction

Play (icon) Video: Creating Custom Fields (2 min.)

Add Custom Field
or Edit Custom Field

The information you enter for each custom field includes:

Field Type Options

The options available for Field Type (the first field listed above):

Text, File, Text Area, Radio, Checkbox, Select, or Select Multiple, as described below.

Your selection determines the extra fields displayed for you to complete.

  • Text – A basic text field into which users can enter text or numbers.
    Extra fields:

    • Rich Text – If selected, the user can style the text and add hyperlinks.
      Note: Available only if you select a Field Size of "Large".

    • Field Size – The size of the field the user sees: Short or Large.
      Maximum length of text the user can enter is 4000 characters, whichever display size you choose.

  • Ratings/Score – Can only be selected for questions in the SESSION_REVIEW class.
    The reviewer can enter a number in the manner specified. The range in all cases is 0–10.
    Extra fields are radio buttons, so select one of the five:

    • Input – If selected, a reviewer enters (types) a number.

    • Dropdown – If selected, a reviewer selects a number from a drop-down list.

    • Slider – If selected, a reviewer slides an indicator to the number's position on a horizontal line.

    • Star – If selected, a reviewer clicks a star in a row of them.
                   Stars

    • Thumbs Up – If selected, a reviewer clicks a "thumbs up" symbol in a row of them.
                                Thumbs-up icons

    • Smiley – If selected, a reviewer clicks a smiley in a row of them.
                        Smilies

  • File –
    A basic single file upload.
    The user will Browse to select a file on their computer, and click Upload to upload it to the event.
    Note: When displayed, the Custom Field Type will display the file path to the document, as well as a thumbnail, file name, and file size.
    Extra fields: None.

  • Text Area –
    A larger text box than the simple Text field described above.
    Extra fields:

    • Rich Text – If selected, the user can style the text, and add hyperlinks.

    • Field Size – The size of the field the user sees.
      The maximum length of text the user can enter is 4000 characters, regardless of the Field Size you choose.

  • Radio –
    Single selection. A list of radio buttons, for selecting one out of around 2—10 items.
    Extra fields:

    • Include an "Other" Option with Entry Field – If selected, the list of options will end with an "Other" and a text field in which the user can type their own text.
      You can enter a label for this field to replace the default "Other".

    • List Options – Enter a Name, Value, and Code for each option to be displayed in the list. (All three are required.)
      Two rows are provided by default. Click Add Another Option to add more.
      Default: Select one to be the default choice on a new record.
      Click  to delete an option.
      Drag options up and down to set display order.

  • Checkbox –
    A multi-select option; usually for, say, 5–10 options. The user selects one or more check boxes
    Extra fields:

    • List Options – Enter a Name, Value, and Code for each check box. (All three are required.)
      Two rows are provided by default. Click Add Another Option to add more.
      Default:       Select one to be the default choice on a new record.
      Click  to delete an option.
      Drag options up and down to set display order.

  • Select –
    Users can select one option from a Drop-down List. Good for long lists.
    Extra fields:

    • Include an "Other" Option with Entry Field – If selected, the list of options will end with an "Other" and a text field in which the user can type their own text.
      You can enter a label for this field to replace the default "Other".

    • List Options – Enter a Name, Value, and Code for each option to be displayed in the list.
      Two rows are provided by default. Click Add Another Option to add more.
      Default:       Select one to be the default choice on a new record.
      Click  to delete an option.
      Drag options up and down to determine display order.

  • Select Multiple –
    Users can select one or more options from a drop-down list. Good for long lists.
    Extra fields:

    • List Options – Enter a Name, Value, and Code for each check box.
      Two rows are provided by default. Click Add Another Option to add more.
      Default:       Select one to be the default choice on a new record.
      Click  to delete an option.
      Drag options up and down to set display order.

See Also

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