Custom Fields
Creating Custom Fields
Custom fields can be created either on the custom fields page (Admin > System > Custom Fields), or on each specific page where custom fields can exist. Custom fields can exist on the following pages.
- Family Overview
- Mother Profile
- Father Profile
- Child Profile
- Child Enrolment
- Child Medical
- Child Subsidy
- Staff Profile
On each of these pages, typically in the Other section at the bottom of the page, you'll find a link called "New custom field". Click that link to create a new custom field on the current page.
When creating a new custom field, assuming your starting point was the page on which you're adding the field, a minimum of two data points need to be created. These are the type of field and the field label.
Custom fields are not specific to entities in your database, such as children, families or staff. Any custom field you create will be on that page for every single entity. For example, if you're on the child profile page for a child named Bart Simpson, and you create a custom field on Bart's page, that same custom field will appear on the profile page for all children in your database. Only the data you save in that field is specific to Bart, or any other child for which you enter data, but the field itself is not unique to the child. Therefore, do not label your field according to the needs of one specific child, but label the field generically so that the specificity is in the data.
If your field type is one of Multiple Choice, or Dropdown, then you will also be asked to provide field options. You can add as many field options as you like.
Adding Custom Fields to Online Registration
You can add custom fields to the registration form by enabling the option "Also show this field on the registration form". You can also insert custom fields directly on the Build tab of Admin > Intake > Online Registration.
By default, custom fields are grouped together by type, and then sorted alphabetically on the registration form within that group, but you can change the sort order on the Build tab of Admin > Intake > Online Registration.
Deleting Custom Fields
If you've changed your mind and you want to delete a custom field, this can only be done on the custom fields page. Admin > System > Custom Fields. To delete a custom field, select it by clicking on it, and then choosing "Delete" from the options at the bottom of the page.
Note: When you delete a custom field, you're also deleting all the data that had been entered into that field, and the field will be deleted for all entities of that type in your system. For example, if you have a custom field on the child profile page, and you delete it, it will be deleted for all children in your system.
Custom Field Security
When creating (or modifying) a custom field, you can also specify, who within your organization can see the data in this field. These restrictions are based on security profiles, so you can tell Timesavr which security profiles are allowed to see (and modify the data) in this field. Security profiles are created in Admin > Security > Security Profiles. See this article for more information.
Any security profiles listed here which are not selected will not be able to see the custom field when they are logged in. The Administrator can always see all custom fields, and this can not be changed.
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