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Create Custom Fields for Sites

¶¶ÒõCloud Portal → Settings and Tools → Custom Fields

Custom fields provide a way for sites to manage values not included on the Sites editor. These custom fields may include information such as Region, Crowd Capacity, or Days of Operation.

Some ¶¶ÒõServices, such as ¶¶ÒõVenues Inventory, automatically create custom fields upon subscription.

For information about accessing custom fields once created, see Set Values for Custom Fields.

To create custom fields:

  1. From the homepage of the Custom Fields editor, select Sites.

  2. Add one or more sections. See Add Section.

  3. Within each section, add any combination of fields. The following describes the field types:

    Type

    Description

    Add Text Entry Field

    Enable user to type a value in provided field (maximum characters: 1024).

    Add Toggle

    Enable user to toggle option on/off.

    Add Dropdown

    Enable user to select a value from a list of choices.

  4. In the upper-right of the screen, select Save.

Add Section

  1. Select +Add New Section.

  2. From the Add Section popup, type a name for the section.

  3. Select Create.

  4. Add as many sections as needed. The following controls are available in the upper-right of each section:

    Control

    Description

    pencil icon

    Edit section properties.

    single up arrow

    Move section up one level.

    single down arrow

    Move section down one level.

    grey "x"

    Remove section.

Add Text Entry Field

  1. From inside a section, select +Add New Field.

  2. From the Type dropdown, select Text Entry.

  3. In the Label field, type a name for the field.

  4. Toggle Required to On if the user is required to provide a value for the field.

  5. In the Help Text field, type an instructional note to help the user understand the purpose of the field.

  6. In the Placeholder Text field, type the placeholder text to display in the field when the section is first opened. The user replaces this text when they type their own value in the field.

    • In the Preview section, view a preview of the field.

  7. From the lower-right, select Save.

Add Toggle

  1. From inside a section, select +Add New Field.

  2. From the Type dropdown, select Toggle.

  3. In the Label field, type a name for the field.

  4. From the Default State dropdown, select whether the field is toggled On or Off by default.

  5. In the On Description field, type the field description when it is toggled On.

  6. In the Off Description field, type the field description when it is toggled Off.

  7. In the Help Text field, type an instructional note to help the user understand the purpose of the field.

  8. From the lower-right, select Save.

Add Dropdown

  1. From inside a section, select +Add New Field.

  2. From the Type dropdown, select Drop Down.

  3. In the Label field, type a name for the field.

  4. In the Help Text field, type an instructional note to help the user understand the purpose of the field.

  5. In the Placeholder Text field, type the placeholder text to display in the field when the section is first opened. The user replaces this text when they type their own value in the field.

  6. Toggle Required to On if the user is required to provide a value for the field.

  7. In the Field Choices section, select +Add Choice to add a choice to the dropdown.

    • Add as many values as needed.

    • From the Default Choice column, select the value that is selected by default.

    • In the Preview section, view a preview of the field.

  8. From the lower-right, select Save.

Edit Fields

The following controls are displayed next to each listed field.

Control

Description

dot menu

Select and drag the field to a new location in the section.

pencil icon

Edit the properties of the field.

grey "x"

Remove the field from the section.