Purpose

Go to Mode: Organisation or Competition Menu: People > Custom Person Fields/Custom Person Lists

Custom fields allow the capture of extra information which is not available on the standard person edit screen. For example, a club may wish to record Emergency contact details, or parent/guardian information in the case of junior players. Club administrators can maintain a player's custom field data via the Custom Fields tab of the player record (accessable from a player list or player search). Participants can also login and update their own information.

A Custom Person List can also be set up to summarise, output and extract this information. In the same way, associations can set up fields relating to their umpires, or to gather information from players of affilated clubs.

Data is maintained for a Custom Field via the Custom Fields tab on the Person edit screen.

Creating a custom field

• Click the Add a new custom field link - a new record will be added to the top of the custom field table
• Enter a name for the custom field (max 20 characters). This is for internal reference of the field, and will not appear on the person edit screen (Custom Fields tab)
• Enter a description for the custom field (max 100 characters). This will appear as on the person edit screen (Custom Fields tab) as the prompt for data entry.
• Select a field type:Select a field type:
• Enter the options for the field (not applicable for Text Box fields) - options must be separated by commas: eg Essendon, Geelong, Richmond or YES,NO . At least one option must be entered.
• Optionally, select a Role/Sub-Role from the Apply to Role/Sub-Role dropdown.

If a selection is made in the top (Role) dropdown, this will make the field available only to person records which have the Role (regardless of the sub-role held). For example, you could apply the field to just people who have PLAYER roles.If a selection is made in the bottom (Sub-Role) dropdown, this will make the field available only to person records which have the specific sub-role. For example, you could apply the field to just people who have the PLAYER-JUNIOR sub-roles.

If selections are made in both dropdowns, the Role dropdown take precedence.If you don't make a selection in either dropdown, the fields will apply to all person records irrespective of Role/Sub-role.

• Associations and higher level organisation types can also select whether to apply the field to child organisations. If selected, a Role must also be selected. For example, if an association checks the checkbox in the Child orgs column, and PLAYER is selected, then all PLAYERS for affiliated clubs will have access to the field. Leave the checkbox unchecked to apply the field to your own organisation.
• A field can be made Inactive by unchecking the checkbox in the Active column . Inactive fields will not be displayed on the Custom Fields tab.
• Enter a sort order from 1 to 255. Fields will be sorted in the order both on this screen and on the player/ edit screen
• Click the Update link to add the new field, or click the Cancel link to abandon the addition of the new field

Editing a custom field

• Click the Edit link of the item you wish to edit.
• Follow the steps above, when finished click the Update link to save your changes, or click the Cancel link to abandon your changes

Deleting a custom field

• Click the Delete link of the item you wish to edit.
• Click OK to confirm the deletion
• Fields can only be deleted if no data has been entered for any person record for that field. In this case an error message will display. Unless the data for the field is cleared for every person record, the only option is to make the field Inactive, which does not delete the field, but will hide it from display. Please contact support if you wish to force a deletion of a field that has data entered.

Locked fields

Certain custom fields may be locked, which means they cannot be edited or deleted from this screen. Please contact support for further information.