How to Create Custom Fields
SteepleMate allows you to personalize your data management by adding custom fields across various areas of the platform. Whether it’s for the Person Manager Screen, Event Registration Pages, Custom Forms, or Surveys, custom fields offer greater flexibility to meet your church's specific needs.
Types of Custom Fields Available:
- Date/Time: Ideal for tracking important dates or times.
- List: Create dropdown menus with predefined options.
- Number: Manage numerical data efficiently.
- Person: Link a field to other profiles within the SteepleMate system.
- Text: Add free-form text for notes or descriptions.
- True/False: Use for binary (yes/no) choices.
Step 1: Access the Custom Fields Section
- From the left navigation menu, click on Administration.
- Select Custom Fields from the dropdown.
- Any existing custom fields will be visible here. You can also edit or delete existing fields.
Note: Deleting a custom field disables its use but does not permanently delete the associated data.
Step 2: Create a New Custom Field
Click Create New Field to begin setting up a new field.
Fill out the form with the name of the field, describing what it will track.
Example: Creating a field called "CPR Certified" to track individuals with CPR certification.
Select Visibility: Choose where this custom field will be visible. You have the following options:
- Event (Registration): Add the field to event registration pages.
- Custom Form: Use the field in custom forms created for various purposes.
- Group: Apply the field within group settings.
- Person (Manager Screen): Add the field to a person's profile for individualized data.
- Custom Surveys: Use the field in surveys distributed to members or attendees.
Select the Field Type: Choose the type of field that best suits the data you want to collect:
- Date/Time
- List
- Number
- Person
- Text
- True/False
Step 3: Add Additional Details and Adjust Access
Tooltip: Add a helpful tooltip to provide additional details for anyone filling out the custom field in a form or survey. This ensures they understand how to complete the field correctly.
Access Levels: Adjust the access level for the field:
- Decide who can see or edit this field.
- Should this field be Administrator-only for privacy or sensitive information, or should it be accessible to all users for public surveys or forms?
Step 4: Save the Custom Field
- Once all details are filled in, click Save Attribute to finalize and create your new custom field.
Step 5: Verify the Custom Field
- You can check your newly created custom field by navigating to a person's profile in the Person Manager screen.
- Click on the Custom Fields section to view the new field.
Example: If you created a "CPR Certified" field, you will now be able to track who is certified by viewing or updating this field on the profile.
Related Articles
How to Create Custom Forms in SteepleMate
Creating custom forms in SteepleMate allows you to gather important information from church members, guests, or volunteers. Whether you need forms for event registrations, feedback, or volunteer sign-ups, this guide will walk you through the process ...
How to Customize Date Fields in SteepleMate
SteepleMate now allows you to customize up to six date fields in member profiles. This feature gives your church flexibility in tracking key milestones such as baptism dates, first visits, membership anniversaries, and more. These fields can also be ...
How to Create Group Calendar Events in SteepleMate
Creating group calendar events in SteepleMate helps your church or ministry stay organized by easily scheduling and tracking group meetings. This guide will walk you through the process of setting up group events, including recurring appointments, ...
How to Create a New CareTrack with Steps and Participants in SteepleMate
CareTracks in SteepleMate automate a series of actions in response to specific ministry events, such as a new guest connecting, or members missing multiple events. These automations include sending texts/emails, assigning follow-ups, and moving ...
How to View and Export Custom Form Submissions in SteepleMate
This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...
Recent Articles
How to Manage Access Levels in SteepleMate
In this guide, we’ll walk you through how to access, modify, and audit user access levels within your SteepleMate system. Step 1: Access the Access Levels Page From the left navigation menu, go to Manage > Access Levels. You’ll be taken to a screen ...
Why Aren’t My New Guests Getting Added to the CareTrack Automation?
If you’re noticing that newly submitted guest forms are not triggering the New Guest CareTrack, the most common reason is that the guest hasn’t been marked as “present” for a service. Quick Explanation SteepleMate’s CareTrack automations rely on at ...
How to View and Export Custom Form Submissions in SteepleMate
This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...
Add a Live Stream Link to Your Church Website
Make it easy for visitors to watch your church services live or on-demand by adding a streaming site URL to your SteepleMate church website. This guide walks you through how to display a “Watch Now” button that links directly to your YouTube, ...
How to Update Your Profile in SteepleMate
Keeping your profile up to date helps church leaders and other members stay connected with you. Here’s how you can update your personal and contact information in the SteepleMate System. How to Access Your Profile Click the person icon at the top ...