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How do we add a Custom Field?

Posted by Robert Joseph on 17 February 2021 01:18 PM

You can create a Custom Field either manually through the administration portal, or as you create the question when adding a new question.

Types of Fields

Contact Fields: The following fields appear in the "Contact Info" screen
- These are the fields tied to a single User Account, that can be edited on the Edit or Administer User Screens.
Status Fields: The following fields appear in the "Update Status" screen
- These are the fields tied to a single Status Update, visible whenever you update your status on the web, or to be added as Status Fields with a Kiosk Sign-in.

Desktop Application

To add a custom field in the Desktop application:

1. Go to 'Administrator'

2. In the Admin Panel, go to the 'Fields' tab

3. Then you can right click any field category header to add a field under that section:

4. When creating a field, you can specify it's name, description, Data Type, Default Vale, Data Format(of that Data Type), and whether it's Required, Visible, or has to be a Unique value for each user.

Web

Prior to the Question Manager, a new question requires a custom field to be created beforehand to reference on the Kiosk.

Login to your EIOBoard account.
Navigate to your Administrative Portal
Select the Fields (Cloud Customers will see this address: https://www.eioboard.com/EIOBoard/Administration/ManageFields.aspx )
Right-click on Status Fields
Add a Field under Status Fields

Data Types

When adding the field, you can chose it's Data Type, and the format of that Data Type. The other options include:

Unique: Whether more than one person can have the same value in this field

Required: Whether a user has to fill out this field to update their status(status field) or edit their user info/create their user(contact field)

Visible: Whether users will be able to see it in the standard view and on their user page.

Creating a Custom Field in The Question Manager

In the Question Manager, a custom field can be create by pressing the + sign next the field when creating or editing a question

Also, you could create Custom Options as a list or button options in response to your new question if it is the custom options type.

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