Custom Fields/Lists - Genius CE & Enterprise

Introduction

A game-changing feature in the Genius CE & Enterprise platforms is the increased ability to customize your learner's experience. By creating custom lists and custom fields, you can do just that, while maintaining the integrity of your organization's vision. Every organization gathers unique data, and if the built-in fields provided by Genius CE & Enterprise platforms do not cover all of your needs, you now have the ability to create your own.

Custom Fields

Custom fields refer to the forms and input boxes users fill out in registration, on user profiles, or in courses/sections/learning paths/affiliations. Refer to the examples below.

• NO custom fields (The default fields Genius CE & Enterprise include in a registration form):

• With custom fields added (Badge ID#):

To Add Custom Fields:

1. Admin --> System Setup
2. Custom Fields

3. Select the object type that you want to edit the custom fields for.

4. Select "Add new custom field".

5. Create a name for the field to be identified in the system. This field cannot have any spaces. For example, if the field is "Badge ID#", it might be labeled as "BadgeID".

6. The DisplayName field is the name the users will see for the field.

7. Select ACTIVE/ARCHIVED.

8. You can choose whether the custom field will be required to be filled out for the form to be submitted without an error message. 

9. Display Type refers to the input of the field. Genius CE & Enterprise allow for different types of field entry types, as listed below.

10.

• Textbox = User can type anything into the field.
• DateTime = A calendar feature pops up for user to utilize.
• YesNo = A yes or no drop down appears.
• List = See CUSTOM LISTS.
• Country = Lists countries.
• State = Lists states in the USA.

11. Select your display order for how it appears in the given form.

12. Select where you want the field displayed or hidden by checking the boxes at the bottom of the form. 

13. SAVE!

Something changed or went wrong? You can always edit it!

14. Click on the Ellipses icon on the far right of the field. This will bring up the edit button. You can click edit and make changes to your custom field. The only change you cannot make is to the field called Name. This is your database value for the field and cannot be edited after creation. 

Don't forget to hit SAVE!

Custom fields CAN be utilized with our reporting features.

• To learn more about that, read about
• REPORTS
• CUSTOM FIELD REPORTS

Custom Lists

1. Admin --> System Setup

2. Custom Lists

3. Select "Add a new list".

4. Name the list and save.

5. Select the list you created in the "Select list" dropdown.

6. Add new entry.

7. The entries refer to the dropdown items that appear for the custom list you created. These are the selections the user will choose from when prompted by that field. These entries can be edited, activated, and archived at any time. 

Custom lists can be added as the "List" item seen above in the custom field creation. If you have a custom field that would benefit a custom list, this would make your data collection a bit cleaner. 

UPDATE: You can now add custom fields and lists right from an Affiliation's EDIT page as well.

• Affiliations > Select Affiliation > Custom Fields/Lists are on the left menu.