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Configure Custom Fields for Registration

Kathryn Johnson
Kathryn Johnson

Configure Custom Fields

Enter additional custom fields for use in Registration records to document information that cannot be stored in the existing fields.

  1. In your left-hand navigation menu, click 'Settings - Registration Settings'.
  2. Locate the 'Custom Fields' card.
  3. Click 'Configure Custom Fields'.
  4. To edit a custom field, click the edit button under the Actions menu.
  5. Click 'Add Custom Field' to create a new custom field.
  6. Enter the 'Field Name' and 'Field Type'.
  7. If you wish for this 'Field Type' to show, the 'Is Enabled' field must be set to 'Yes'.
  8. Complete the remaining fields and enter a description if you wish.
  9. If the 'Field Type' selected is either 'Drop-down' or 'Multi-select', you will need to create 'Field Option Values'.
  10. Click 'Add Field Option Value'.
  11. Enter the value.
  12. Click 'Add Field Option Value' to enter an additional value.
  13. Once all values have been entered, click 'Save and Close'.

Notes

  1. To change the sort order of the Field Option Values, click and hold on the Sorting button to the left of a value and drag the value to the desired spot.
  2. If the 'Is Enabled?' field is set to 'No' for any values, the value(s) will not show in the list of options in Registration/Custom Fields
  3. Click the red trash bin button to the right of a value to delete

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