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Custom Fields

Custom Fields

All Plans

Create individual data fields for forms, applications, and participant data.

Available in

Resource	Starter	Professional	Business	Enterprise
Custom Fields	10	25	50	Unlimited
Sections	5	15	30	Unlimited

Custom fields allow you to adapt data collection to your specific requirements. You can create fields for application forms, participant data, contacts, and events.

Create Field

Navigate to Settings → Custom Fields → New Field:

Field Name - Technical name without spaces (e.g., "product_count")
Display Name - Label shown to the user (e.g., "Number of Products Exhibited")
Field Type - Type of input field (Text, Number, Selection, etc.)
Usage - Where the field is used (Application, Participant, Contact, Event)
Description - Help text displayed below the field

Available Field Types

Choose the appropriate field type for your data:

Text - Single-line text field for short inputs
Textarea - Multi-line text field for longer texts
Email - Email field with automatic validation
Phone - Phone number field with formatting help
Number - Numeric field for integers
Decimal - Numeric field for decimal values
Currency - Number field with currency formatting
Percentage - Numeric field for percentage values
Date - Date selection with calendar
Date/Time - Date with time
Time - Time selection only
Selection (Dropdown) - Selection field with predefined options
Radio - Single selection with radio buttons
Checkbox - Yes/No selection field
File Upload - Upload files (images, PDFs, etc.)
URL - Web address with validation
WYSIWYG - Rich text editor with formatting
Hidden - Invisible field for system values

Configure Field Options

Different options are available depending on field type:

Required - Must be filled to submit the form
Default Value - Pre-filled value when form loads
Placeholder - Hint text displayed in empty field
Min/Max - Minimum and maximum for number fields
Character Limit - Maximum characters for text fields
Allowed File Types - For uploads: PDF, JPG, PNG, etc.
Max File Size - Maximum size for uploads in MB

Define Selection Options

For Dropdown, Radio, and Multi-Select:

Add Options - Click "+ Option" for each choice
Value and Label - Technical value (stored) and display text (visible)
Order - Sort options via drag & drop
Default Option - Which option is pre-selected

Control Visibility

Control where and when a field is displayed:

Editable - Field can be filled by the user
Visible Only - Field is displayed but cannot be edited
Hidden - Field is not displayed (only for system values)
Read Only (Admin) - Only administrators can see the field

Conditional Fields

Show fields only under certain conditions:

Add Condition - Click "Condition" in the field editor
Dependent Field - Which other field controls the condition
Operator - Equals, not equals, contains, is empty, etc.
Value - The value to check against

Field Groups (Sections)

Organize fields in logical groups:

Create Group - Go to Settings → Field Groups → New Group
Group Name - Section heading (e.g., "Company Data", "Booth Preferences")
Assign Fields - Assign fields to the group
Order - Sort groups and fields within groups

Using Fields in Events

Enable custom fields per event:

Edit Event - Open the event and go to the "Form" tab
Enable Fields - Check the desired fields
Event-Specific Settings - Override required setting per event
Adjust Order - Determine display order in application form

Using Fields in Formulas

Field values can be used in calculations:

Syntax - Use {field:fieldname} in formulas
Number Fields - Can be used directly in calculations
Checkbox - Returns 1 (checked) or 0 (unchecked)
Selection - Returns the technical value of the option

Fields in Documents

Custom fields as placeholders in document templates:

Placeholder Syntax - Use {{field_key}} for participant fields, {{application_field_key}} for application fields in templates
Formatting - Date and number fields are automatically formatted
Checkbox - Shows "Yes" or "No"
Selection - Shows the display text of the chosen option

Tips

Use descriptive field names without special characters (product_count instead of prod_cnt)
Description texts help applicants fill out fields correctly
Always test new fields in the application form before publishing the event
Use field groups to make long forms manageable
Use required fields sparingly - too many required fields deter applicants

Notes

Field names cannot be changed after creation
Already captured data remains when you disable a field
Deleting a field permanently removes all associated data
Fields with type "Hidden" can only be populated via API or formulas

Formulas Document Types