Contents

• Introduction
• Types of Custom Profile Fields
• Manage sections
  • Add a section
  • Move a section
  • Remove a section
• Manage Fields
  • Add a new field
  • Edit a field
    • Edit field titles
    • Multiple option fields
      • Add and remove options
      • Manage the order of field options 
    • Conditional Fields (Paid Feature)
    • Hidden fields
  • Remove a field
  • Duplicate a field
  • Change Field Order
• Tip To Create Profile Fields Faster
  • Add Dropdown List Fields Faster

Introduction

Custom member profile fields allow your church to collect the information you need from your congregation. They can be configured by going to Settings - Profile Fields, where they can be found under the Additional Fields section. 

Types of Custom Profile Fields

There are several types of custom profile fields you can choose from, as follows: 

• Text entry supports one line text and number data. This field lets you edit its title.
• Numbers supports numbers, integers and two-decimal. They also support a minimum and maximum limit, which sets the number interval that may be submitted. So, if you want respondents to only submit numbers between 1 and 10, you can set the minimum to 1 and the maximum to 10.
• Multiple line text allows respondents to enter multiple lines of text and number data.
• Checkbox allows checking one or more boxes to select a particular option. Additionally, you can choose the minimum and maximum number of choices people can mark when submitting the field. 
  
   
• Dropdown provides a dropdown list of several options that respondents can choose from. Only one option can be selected.
• Dynamic Dropdown allows you to create a hierarchical dropdown list with main items and subitems. You can add main items, then click the Settings (⚙) icon to create a subitem. You must enter a title for the subsection, then add its subitems as dropdown options. The field supports many levels, just make sure to avoid making it too complex for your admins. The dropdown will be displayed on people profiles, where users can select any level of the dropdown.
  
   
• Multiple choice lets respondents choose one option from several provided.
• Date allows respondents to enter or select a date, using a calendar tool.
• File allows respondents to attach a file to the profile. Please note that this option is only available for paid ChMeetings accounts and the file size limit is 10MB.
  
   

• Section - allows the user (admin or owner) to add a new section to people profiles. Such a section can include several fields. 

Manage sections

Add a section

In order to be able to add fields to people’s profiles, you first need to create a section within which to place them. One section can contain several fields, but one field can only be placed in one section. 

To add a new section, please go to the Additional Fields area, then follow the steps below; 

• Find the Section option within your custom fields list.

• Drag and drop it to the field editing area to the right.

Once your section is set up, you can start adding fields, as explained in this guide. 

Move a section

You can move a section up or down by using the Move button at the top to drag and drop it to the desired position.

Remove a section

To remove a section, simply click the (x) icon, found in the right side corner.

Please be aware that if you remove a profile section, you will also remove all of the information stored within that section, including file attachments. This applies to all member profiles.

If the section contains fields, ChMeetings will ask you to confirm your choice. 

• Click on Delete if you are sure.
• Click Cancel if you change your mind.

Manage Fields

Add a new field

All field types can be added from the Additional Fields area, and need to be placed within an existing section. 

• Find the field type you want to add.
• Drag and drop the field onto the Profile Editing area.

Edit a field

To edit an existing field, simply click on it. You will immediately be shown all available editing options. 

Edit field titles

All fields have a default title that you can edit. Just click into it and start typing.

Multiple option fields

Multiple option fields include those fields within which people can choose from several answer options. These are:

• Multiple choice: Uses radio buttons to select one answer from a list of available options. 
• Checkbox: Uses checkboxes to select one or multiple answers.
• Dropdown list: Uses a dropdown list to select one answer from a list of options. 

Add and remove options

To add a new option to a multiple option field, click Add Option, right under the options list.

To remove an option, click the ⊖ icon next to it.

Manage the order of field options 

The options within a multiple option field can be ordered in any way you prefer, using the buttons next to the name of the field to drag and drop it into the desired position.

Conditional Fields (Paid Feature)

You can make any field conditional, so that it will only display when a specific field is answered or a certain answer is selected for another field. By selecting the Show only if option, you will be able to select which criteria the field should fulfill in order to display. For fields with multiple options, you can make multiple selections and they will all be considered as criteria to show a specific field. 

Hidden fields

Profile fields can be hidden, so that they are stored without being displayed to members. 

Remove a field

To remove an existing field, please follow the steps below:

• Click the field to edit it. 
• Click the red bin icon to delete it.

Please note that fields cannot be restored once removed.

Duplicate a field

This feature lets you create a duplicate of a particular field. This can save you time in those occasions when you need to create another field that contains some data that already exists in the one you are duplicating.  

To duplicate, simply click your field to edit it, then click the blue duplication button. 

Change Field Order

To move a field up or down the profile, simply click on it, drag then drop it to the desired location.