Custom fields

What it is

Extra details the school chooses to record about pupils and guardians.

Why it matters

Lets each school capture what matters to it, not just standard data.

When to use it

Office staff define the extra fields once, then fill them in on each record.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Students to open it.
3. Click Custom fields.

What you see

Custom fields · click the picture to enlarge

Buttons on this screen

• New field — opens a form to add a new one. See Filling in the form below.

Filling in the form

1. Click the New field button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (5 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Custom fields · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Applies to *	choose	Choose which records this field appears on, such as students or guardians.
Key *	text	A short name in small letters, no spaces. It cannot be changed later.
Field type *	choose	Choose the kind of answer, such as text, number or a list.
Label *	text	The question as staff and families will see it, such as Blood group.
Section *	text	The group heading this field sits under on the profile screen.
Help text	long text	Optional. A short hint shown under the field.
Section order	number	The order of this section on the profile. Lower numbers come first.
Field order	number	The order of this field in its section. Lower numbers come first.
Required	tick box	Tick if every record must fill in this field.
Min length	number	Optional. The shortest answer allowed. Leave empty for no minimum.
Max length	number	Optional. The longest answer allowed. Leave empty for no maximum.
Pattern	text	Optional. A rule the answer must match, such as two letters then four digits.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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