Add a user field
User fields added to an account appear on the registration form (on the home page), and can be viewed on the user's profile settings. These fields are also included in User and Application exports.
To add a user field:
- Go to Settings > Applications > Fields
- Select Add field
- Select User field and click Next
- Enter a field label (seen by applicants)
- Add a short title to help identify the field. Short titles are used by Grant managers to easily identify the field. Users can also see this in a warning message when a required field is left empty, so make sure it's understandable!
- (Optional) Enter a Field order to control the order of fields. Note: user fields will always appear after the default required registration fields (listed above)
- Choose the Field type and configure any field specific options
- Choose whether the field applies to all seasons or just the active one. Read more about User fields and seasons
- Select the roles the field applies to. Select Read and Write to give access. Select Required only if completing the field is mandatory
- Under Home page registration, you can set whether the field is displayed on step one (the home page registration form) or on a subsequent step two registration page (a follow-up page after a user completes step one)
- We recommend placing fields on step two, as once a user completes step one their information is saved in the system, regardless of whether they complete step two
- We recommend to only include extra user fields on step one if they are to record acknowledgment of privacy conditions or terms and conditions before this response is saved - Select Data protection options based on the nature of the data being collected. Read more about Data protection on fields
- (if present) check the Available in advanced search box to add this field to the search filter in the Users section
- Click Save
Note:
- Once saved, the field is immediately functional on the registration form
- The field is created for the currently selected season within Settings > Fields
- Only required fields will display on step one of registration
- If a user had registered before a new field(s) was added, they will be prompted to complete the next time they log in
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