Custom Fields

TABLE OF CONTENTS

• Location of Custom fields settings
• Configure Custom fields
• Where will the custom field be placed? 
• Visibility of contact custom fields

Location of Custom fields settings

As an admin you can configure the settings in Eduframe. Click on your name and on settings to get to the settings overview. You will see an overview of settings you can configure within Eduframe. Click on Custom fields. 

Configure Custom fields

On this page you can manage all your custom fields related to a contact, organisation, order, teacher, product template and edition. If you add a custom field to one of these categories, you will find them here: 

• If you link a custom field to a contact: the custom fields will be visible on the contact signup form beneath the default contact fields such as First name, Middle name, Surname, and Email address. The default fields cannot be changed or deleted.  
  
• If you link a custom field to an organisation: the custom field will be visible on the organisation part of a signup form. 
• If you link a custom field to an order, the custom field will be visible on the order form.
• If you link a custom field to a teacher, the custom fields will be visible on the teacher contact form beneath the default fields such as First name, Middle name, Surname, and Email address. These default fields cannot be changed or deleted.
• If you link a custom field to a product template, the custom fields will be visible on a course or program template as part of the features section.
• If you link a custom field to a product edition, the custom fields will be visible on a course edition or program edition.

How to add a custom field?

• Choose whether you want to link the custom field to a contact, organisation, order, teacher, product template or edition.

  The contact custom fields can be used in the contact registration forms and defined for order contact details (step 2 in signup) and participant details (step 3 in signup). See the following article for more information: Request different contact information for different products.
  

  
  
  
• Click on Add field
• Name field: Choose a name for the custom field
  

  The name is also used to automatically create a unique slug (URL). The slug cannot be modified after the field is added.

  
  
• Only for organisations' invoice addresses:
  • Required on signup: Choose whether you want to make the custom field mandatory on signup (it will not be mandatory when creating an organisation in Eduframe). 
  • Show on signup when it is a personal order: Choose whether you want to make the field visible on signup for a personal order.
  • Show on signup when it is an organisation order: Choose whether you want to make the field visible on signup for an organisation order.
    
    

    If contact custom fields need to be required and/or shown at the signup form, this can be setup in the Form settings. Read more in this article.
    

    
    
• System field: You can link your custom field to one of the system fields. All system fields unlock different possibilities in Eduframe, which are explained in the ‘Add/edit custom field’ drawer. 

  A field can only be linked to a system field once. If it is not clickable in the select, it is already used. System field links are available on contact, organisation, product template and order custom fields. 
  When adding a custom field linked to 'Order' the only field configuration allowed is a field linked to system field 'Reference' and field type 'Text box'. Reference is shown for organisation orders.
  

  
  
• Field type: Select which field type your custom field should be. You can choose out of: 
  • Checkbox, e.g. yes or no
  • Date
  • Number
  • Phone number
  • Selection list where you can select one option
  • Selection list with multiple options to select
  • Text box
  • Text field with multiple lines 
  • VAT number
• Selection list options: If you selected a selection list as field type, you can fill the options to select here. 

Visibility of contact custom fields

Contact custom fields are always visible for the admin in Eduframe. These fields need to be added to right forms first to be visible for participants on the signup. See also Ask different contact information for different products on the signup. 

If you want to collect information on the signup form using contact custom fields, but you do not want students to be able to see this information in the student and business portal, you go to:

• Settings
• Student & business portal
• Tab 'Personal information form'. 
• Here an admin can select the contact custom fields that should be visible in the student and business portal.

Note: when a custom contact field is not part of a form the field is only hidden from the participants.

More information can be found in this article.

More information

Click here for other Articles around the Settings page in Eduframe

Click here if you have any questions for support