How do I create and use fields in the Fields Manager?

Creating and Using Custom Fields with the Fields Manager

Overview

The Fields Manager module allows you to create and manage custom fields that can be used to collect additional participant information. These fields can be added to event forms and participant records, making it easier to capture the specific data required for your event.

This guide explains how to create a custom field, configure its settings, add it to a web form, and use it to collect participant information.

By the end of this guide, you will understand how to manage and utilize custom fields within your event to collect and organize participant data efficiently.

Step by Step Approch

1. Create a Custom Field

1. At the Event level, navigate to Fields Manager.
2. Open the Participant Fields tab.
3. Click Create New Field.

2. Configure the Field

1. In the Display Label field, enter the name of the field. This label will appear on forms and participant profiles.
2. Select the Field Type based on the type of information you want to collect.
3. If you choose a Select or Multiselect field:
   • Navigate to the Validation tab.
   • Add the values that users can select from.
4. Click Save to create the field.

3. Add the Field to a Web Form

1. Navigate to the Content module.
2. Open the Pages submodule.
3. Create a new page or open an existing form page.

4. Add a Column Form Section

Fields can only be placed inside a Column Form section.

1. Add a Column Form (Single Column) or Column Form (Two Columns) section.
2. This section will act as the container where form fields can be added.

5. Add the Custom Field to the Form

1. In the sections list, search for the custom field you created.
2. Drag and drop the field into the Column Form section.
3. Click the blue Publish button to publish the changes.

6. Submit Data Through the Form

Once the page is published:

• Participants can enter and submit information in the custom field through the event website form.
• The data will be stored as part of the participant’s record.

7. Enter or Edit Data from the Participants Module

Custom field data can also be managed manually:

1. Navigate to the Participants module.
2. Open a participant’s profile.
3. Locate the custom field.
4. Enter or update the value as required.

Summary

Using the Fields Manager, you can:

• Create custom participant fields
• Configure field types and validation options
• Add fields to website forms
• Collect participant data directly from forms
• Manually update field values in the Participants module