Custom Fields

Learn about what custom fields are and how you can use them as part of your user set up.

Custom Fields can be set up if using Dynamic User Groups to automatically segment users. Custom Fields can be configured in App Settings and Admins can select whether or not they would like them displayed as part of user submissions to Discussions and Assignments. Additional Registration fields can also be configured on the Registration page. Read more about the two different options below. 

Custom Fields (for Dynamic User Groups) 

Custom fields must first be set up before the dynamic user groups themselves can be set up. Navigate to App Settings to find the Custom Fields section.

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Users can be segmented based on the criteria the Admin adds as custom fields. This can be anything from region, job title, territory etc. 

The criteria that Admins want to segment users by must be added as a custom field within ‘App Settings’ before it can be configured on a group level. This is found under the 'More' tab and 'user custom fields'. When creating dynamic user groups, the attribute must match exactly in the custom field and the bulk upload or through SSO mapping.

Field labels only allow letters, numbers, spaces, dashes and underscores.

- Field labels can be edited after creation.

- Field names are auto-generated from field labels.

- Once saved, Field names cannot be changed, but Admins can always add new ones. 

Top Tip: If you would like the Custom Field to Display on user submissions to Discussions and Assignments, make sure to check the box beside the field in the Display column. Users registered through these custom fields will have their associated custom field (eg. Department) visible on their submission. 

Custom Registration Fields 

Users automatically have to register with a username and password, but you can select additional fields that need to be filled in upon initial registration with an Invite Code should this data be required in your reporting. By default, this includes:

  • First Name 
  • Last Name 
  • Postal/Zip Code 
  • Store Name 

To set up these fields, navigate to the User tab and click Registration. Check the boxes besides the fields you'd like displayed. Users will then need to input their information upon registration. 

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If you want to add your own custom registration fields, this can be done on App Settings and the 'more' section. When you add a custom field here it will become a selectable option on the 'Registration' tab. 

 

In the example below, the fields that have been set up are:

- Job Title

- Department

Then we navigate to the 'Registration' page where both these fields become a selectable option for learners to fill out when signing up to the platform.