In Azavista, fields are data points of all sorts and they are used to store information. They are divided into 3 categories: Contact fields, Organization fields, and Event fields. You can create any field type and as many as you need for your events.
At Event level, you will also find Participant fields, more information below.
About fields in general
- Fields can be edited at any time (e.g. Category, Name of the field, values available, translations, etc.). However, you cannot edit the type of a field (e.g. from Select to Multiselect) - The field needs to be recreated entirely.
- Fields are organized as such:
- Contact fields can only be used for Contacts (and Participants)
- Organization fields can only be used for Organizations
- Event fields can only be used for Events (i.e. In the overview of Events at Global level, or in the Event details tab of the Event dashboard module at Event level.)
*This means that you will not find Contact fields in the detailed tab of an Event (where Event fields are found).
About Contact fields
- Contact fields are available across all events as Participants fields
- When a participant updates a participant field in an event, the latest value of this field will also be updated to the contact version of this participant.
- This way, the information about your contacts is always up to date.
- *Newly created participants are automatically created as contacts in the CRM.
- Contact fields can be added to forms on web pages, allowing your audience to add information themselves (unless a read-only form section is used).
About Participant fields
- Participant fields regroup all the available Contact fields (created at Global level, in the Global fields manager)
- Participant fields can also be added to forms on web pages, allowing your audience to add information themselves (unless fields a read-only section is used).
- This information will be saved for both the Participant & Contact version of this person?
- Participant fields that you create are available for this event only.
Global & Event level field settings
- Required for planners
- A value must be entered by the user in the field (mandatory field in the backend, not for participants).
- Show field in create popup
- When first creating an event/organization/contact/participant, this field will appear in the creation popup window.
- Always update CRM contact value to Event participant value (Global level only)
- When the value of a field is updated for a Contact, it will update the information for the participant version of this person across all existing events.
- Visible for planners (Event level only)
- Enable or disable the field for this event. If disabled, the field cannot be seen/used anywhere in the event (e.g. overview and detailed view of participants, web builder, custom processes, etc.)
Overview of the Global fields manager
Event fields appear in the Event details tab (Event dashboard module) at Event level
Contact fields appear in the Contacts submodule (global level) & in the Participants module (Event level)
Organization fields appear in the Organization submodule
Available field types
-
Text
- Any input can be entered in this field type
- A minimum and/or a maximum value can be set
- The area of the text can be set to Default or Large
-
Email
- The input must be a valid email address format (e.g. xxxxx@yyy.com)
- A minimum and/or a maximum value can be set
- Specific domains can be disabled
-
Select
- Multiple values can be entered, only one can be selected. An empty value can be included.
- Each value can be translated (the translation will appear depending on the language selected on the website)
- Can be displayed with radio buttons
-
Multiselect
- Multiple values can be entered, and multiple values can be selected. An empty value can be included.
- Each value can be translated (the translation will appear depending on the language selected on the website)
-
Number & Integer
- The value must be a number, it can be a decimal number
- A minimum and/or a maximum value can be set
- Multiples of a number only can be allowed (e.g. only multiples of 2)
- Integer: The value must be a whole number
-
Date
- The value must be a date (a calendar is included in this field to select the date)
-
Date-time
- The value must be date-time (a calendar with a clock is included in this field to select the date-time)
-
Time
- The value must be a selected time (a clock is included in this field to select the time)
-
Checkbox
- The checkbox can be checked or left unchecked
-
Image
- An image format can be uploaded in this field
- The Aspect ratio, max width, and max height can be set
-
Document
- Any type of file can be uploaded in this field
-
URL
- The value must be in a valid URL format (e.g. http://xxxxxxx.com or https://xxxxxxx.com)
-
Opinion scale & Rating
- A value from 1 to X can be entered (the Maximum value can be set)