Adding a Custom Field
🔑ACCESS LEVEL: Owner
💡 TIP: Bundle your common custom fields together for ease of use and to organize similar custom fields together.
To add a custom field:
- Go to Team Settings
- Under Custom Fields and Timestamps click into the section you want to add a custom field to
- Click Add Field
- Give your custom field a title
- You can add your custom field to a bundle to organize common custom fields together, this will appear as a section header
- Select the data type, whether it's a text field or a drop down field
- Note that once you hav saved the custom field you cannot edit the type. You would need to delete the field and create it again with a different data type
- Choose the privacy of this custom field's data, Private indicates that only Member+ and above will be able to see the data
- Choose if this custom field data is searchable from the search box in your account
- Mark whether this field is required, if this is marked required for example you will not be able to approve an activity until it's filled in
- Key in any hint text details to help guide your members when they are filling out the field data
- Click Save Changes