Custom fields

What are custom fields?

Custom fields are a flexible way to set and track unique information about your volunteers thats relevant to your organisation or programs. It could also be a way to surface information front and centre.

There are 5 different types of custom fields, that can be set at both an organisation level and at a program level, providing a lot of flexibility and control.

Note: Only Essentials and Premium plans have access to custom fields. Program Coordinators cannot create or delete custom fields, but can set the volunteer information in them.

The types of custom fields

Single-select

Add in any number of options and a volunteer can only be set one of the options.

Date

One date is entered for a volunteer.

Number

One number is entered for a volunteer.

Multi-select

Add in any number of options and a volunteer can have multiple options set.

Tags

Similar to multi-select, except they are displayed differently.

Text

Single-line text can be entered for a volunteer.

Create organisation-wide custom fields

How to create custom fields for all volunteers in your organisation

Navigate to My Volunteers
Select the Customise button
At the bottom of the draw that slides out from the right, select the Add a custom field... link
When the custom field modal appears type in your field title and select the type
If the type is single-select, multi-select or tag, add in the options available to set. For example: T-shirt size is a single-select and the options are small, medium and large.
When done, select the save button at the bottom of the modal.
The new custom field appears in the list in the draw. If the switch is left on, it will appear in the volunteer list table

Every volunteer in the organisation will have this custom field in their Overview tab.

Create program-specific custom fields

How to create custom fields for only volunteers in a certain program

Navigate to the program and then to the volunteers tab
Select the Customise button
At the bottom of the draw that slides out from the right, select the Add a custom field... link
When the custom field modal appears type in your field title and select the type
If the type is single-select, multi-select or tag, add in the options available to set. For example: T-shirt size is a single-select and the options are small, medium and large.
When done, select the save button at the bottom of the modal.
The new custom field appears in the list in the draw. If the switch is left on, it will appear in the volunteer list table

Every volunteer in the program will have this custom field in their overview tab.

How to edit a custom field

Select the Customise button
When the draw slides out from the right, hover over the custom field you wish to edit, a pencil icon should appear
Select the pencil icon to bring up the Custom field modal
Edit as you need by adding, deleting or editing the options, changing the name or type
Select the save button at the bottom of the modal to finalise

How to delete a custom field

Select the Customise button
When the draw slides out from the right, hover over the custom field you wish to edit, a pencil icon should appear.
Select the pencil icon to bring up the Custom field modal
Select the Delete button

Show/hide a custom field from the volunteer table

Select the Customise button
When the draw slides out from the right, toggle the switch to show or hide the field in the volunteer table.

How to filter by custom fields

If you need to shortlist your volunteers based on their set custom field, learn the different results you can achieve depending on the type of custom field selected.

How to set a custom field

Setting a custom field refers to the action of 'setting the information' for the volunteer. Learn how to find and set custom fields...