Custom Form Fields

Custom fields let you collect information beyond the standard fields. Create fields that match your organization’s specific needs.

Accessing Custom Fields

1. Go to Configure → Form Fields
2. View system fields and custom fields

System Fields

Each system field has three switches you can configure:

The configurable system fields are:

Click Save Changes after adjusting system field settings.

Creating Custom Fields

1. Click Add Custom Field
2. Configure the field:
   • Field Name — What users see
   • Field Type — How data is entered
   • Required field — Must be filled in?
   • Show in waitlist table — Display as a column in the waitlist?
   • Show on self-signup form — Appears on public signup forms?
   • Show in Filters — Add this field to the Additional Filters panel?
3. Click Create

Field Types

Text

Single-line text input for short answers.

• Example uses: Allergies, Referral source, Special requests

Select (Dropdown)

Choose one option from predefined choices.

• Example uses: How did you hear about us?, Preferred schedule, Program interest

Multiselect

Choose multiple options from predefined choices. Selected values appear as chips.

• Example uses: Days of the week needed, Services interested in, Dietary restrictions
• In CSV exports: Multiple values separated by | (e.g., “Monday | Wednesday | Friday”)

Checkbox

Yes/no or true/false values.

• Example uses: Agrees to policies, Interested in newsletter, Has special needs

Date

Date picker for specific dates.

• Example uses: Preferred start date, Application date, Requested care date

Configuring Select and Multiselect Options

For dropdown and multiselect fields:

1. Click Edit on the field
2. Add options (one per line)
3. Save

Required vs Optional

• Required fields must be filled in to save the entry
• Optional fields can be left blank
• Mark fields as required only if truly necessary

Show on Signup Forms

Control whether custom fields appear on public self-signup forms:

• Enabled — Field shows on signup form
• Disabled — Field only appears when staff adds/edits entries

This lets you collect internal-only information that contacts don’t need to provide.

Show in Filters

Enable the Show in Filters option to add a custom field to the waitlist filtering system:

• Enabled — Field appears in the Additional Filters panel
• Disabled — Field only appears in entry details

When enabled, you can filter your waitlist by this field’s values. The filter control type matches the field type:

• Text fields — Text input to search for matching values
• Select fields — Dropdown to filter by specific options
• Multiselect fields — Multi-select dropdown to filter by any selected options
• Checkbox fields — Toggle between Yes/No/All
• Date fields — Date range picker

See Using Filters and Search for details on using custom field filters.

Reordering Fields

Use the up/down arrow buttons to change the order fields appear in forms.

Editing Custom Fields

1. Click Edit on the field
2. Change settings
3. Click Update

Deleting Custom Fields

1. Click Delete on the field
2. Confirm deletion

Data already collected for that field is preserved but no longer displayed.

Custom Fields in Exports

Custom fields are included in CSV exports with their current values.

Example Custom Fields

Childcare

• Preferred Start Date (Date)
• Schedule Type: Full-time / Part-time (Select)
• Days Needed (Multiselect: Monday, Tuesday, Wednesday, Thursday, Friday)
• Has Allergies (Checkbox)
• Allergy Details (Text)
• How did you hear about us? (Select)

Healthcare

• Insurance Provider (Text)
• Referral Source (Select)
• Primary Concern (Text)
• Preferred Provider (Select)
• Services Interested In (Multiselect: Physical Therapy, Occupational Therapy, Speech Therapy)

Related Articles:

• Adding Entries Manually
• Self-Signup Setup
• Importing from CSV