About Custom Fields:

In addition to the common fields that are defined on the Attendee Info and Lodging & Travel tabs, you can create your own custom fields to collect other types of information. For example, you might want to know if the attendee has any special dietary needs. You could add your own custom field to collect this information, using a variety of field types (such as text boxes, dropdown lists, and so on), and you can create as many custom fields for your event as you require.

Field Descriptions:

General section – 

Type (required) – The entry here determines the type of field the attendee will see and be asked to respond to, such as a check box, text field, radio buttons, etc. Depending on how you wish to collect the information for this field, you may choose one of the following field types:

Check Box – A field where the attendee indicates Yes or selects an item by checking a box.

• Typically used for fields such as, “Please check here if you plan to attend the Tuesday night dinner.”

1-Line Text – A text field where the attendee can type in an alphanumeric (letters and numbers) response to the question.

• Typically used for fields such as, “Please describe any special dietary needs you would like us to know about.” 
• When this field type (or Numeric Field, below) is selected, a new field will display titled Maximum Number of Characters. This field must be filled in with the limit for this field (maximum 250 characters).
• Valid entries: letters and numbers.

Numeric Field – Inserts a field where the attendee can only enter a numeric response to the question.

• Typically used for fields such as, “Please enter the number of industry events you attend per year.”
• When this field type (or 1-Line Text, above) is selected, a new field will display titled Maximum Number of Characters. This field must be filled in with the limit for this field (maximum 250 characters).
• Valid entries: numbers only.

Multi-Line Text – Inserts a large text box where attendees can type an unlimited number of characters. This field is useful for asking questions that require a narrative response that will not fit in a one-line text field (e.g., comments and questions).

• Typically used for fields such as, “Please copy your resume and paste it here.” 
• Valid entries: Any combinations of letters, numbers, punctuation, and spaces.

Multiple Choice (Dropdown List) – You create your own list of responses for this field that will appear in a dropdown list, only one of which can be selected.

• Typically used for fields with relatively simple choices such as, “Please select your T-Shirt size from the list below:” (along with a dropdown list of available sizes).
• When this field type is selected, a new set of fields will display near the bottom of this section.
• See the field descriptions for the Multiple Choice Items section below for information on adding the multiple choice items to the field.

Multiple Choice (Radio Buttons) – You create your own list of responses for this field that will appear in the form of radio buttons, only one of which can be selected.

• Typically used for fields where the choices are more involved and/or you want all choices to be visible to the registrant, such as, “Please select the Monday afternoon technical workshop you plan to attend:” (along with a list of available choices in radio button format).
• Radio buttons are not recommended if you have five or more items in the list of responses, as each selection takes up vertical space on the registration page, requiring the registrant to scroll down as the page grows.
• When this field type is selected, a new set of fields displays near the bottom of this section. See the field descriptions for the Multiple Choice Items section below for information on adding the multiple choice items to the field.

Date – Displays a set of three text fields -- one each for month, day, and year – and a calendar icon. The registrant can either type in the date entries or click the calendar and select their entry.

• Typically used for fields such as, “Please indicate the date that works best for you to attend the fall training session.”

Time – Displays a set of three dropdown lists – one each for hour, minute, and AM/PM – from which the registrant selects their entry.

• Typically used for fields such as, “Please indicate the time that you plan to arrive.”

File Upload – Allows registrants to upload a document, spreadsheet, PowerPoint, Adobe PDF, text, or image file to their registration record.

• Valid file types for upload: .doc, .xls, .ppt, .pdf, .txt, .csv, .jpg, and .gif files. 
• Typically used for fields such as, “Please include a copy of your thesis by clicking the Upload button.”

Section Heading – Simply displays text to the registrant; that is, it does not collect data or require a response. The section heading can also be used to place text, images, and/or links anywhere on the page.

• Typically used for fields that you want to display only on the registration form, and not on reports, in attendee records, on the Event Website, and so on.
  • Example: “Thursday Itinerary”.
• By default, Section Heading text appears in bold characters. To remove the bold from the text, insert an “end bold” HTML tag (</b>) before the text in the Question/Description field.
• Text or images entered as a Section Heading will not display on the Agenda tab of the Event Website page unless that text or image is selected as a field type of Always Selected.

Always Selected – This field displays the caption information on the registration form, but does not display a field for the attendee to enter a response. It is automatically selected for the attendee, meaning it is treated as if it were a checkbox field that was checked. Thus it will always appear on the Attendee Information page in the Reports and Functions area and on the Registration Record page that the attendee can view.

• Typically used for fields that you want to display on the registration form, as well as on reports, in attendee records, on the Event Website, and so on.
  • Example: “Please contact the hotel directly to make your reservation, at 888/MARRIOTT or www.marriott.com.”

Continue Button – Displays a Continue button that takes the registrant to the next page of the registration form. This is convenient if the fields on the lower part of your page only apply to certain registrants based on earlier responses.

• Typically used for fields such as, "If you selected Yes to attend the pre-conference golf tournament, please answer the remaining questions, otherwise please click on the Continue button to proceed to the next page."

Question/Description (required) – Enter the text to display to your attendees on the registration form.

• Click on the paper/pencil icon to the right of this field to add/edit your content using the HTML content editor.
• Examples: 
  • “How did you hear about our conference?” for a custom field, or 
  • "Early Bird Registration Fee - Includes three days conference registration fees, all workshops, golf tournament fees, and Thursday awards banquet." for an Agenda Item.

Title on receipt/invoice (required) – Enter the text that you would like your attendees to see on their registration invoice or receipt.

• Click on the paper/pencil icon to the right of this field to add/edit your content using the HTML content editor.

Column name on reports (required) – Enter the text you’d like to display as the column heading on reports.

Maximum number of characters (field is visible and required only when Field Type is 1-Line Text or Numeric field) – Enter the maximum length of this field.

• Example: an entry of ‘5’ here and a field type of ‘Numeric Field’ allows the registrant to enter any number from 1-99999.
• Maximum is 250 characters.

Which types of registrants can see this question – If you are using registrant types for your event, the types that have been set up will display here in grid format, with checkboxes for each type to indicate whether this type will see this field (Visible) and whether they will need to respond to this field (Required).

• To make this field visible to all registrants, check the Visible box on the All Registrant Types line. If this field should be required for all registrants, check the Required box on this line as well.
• To make this field visible only to certain registrants, check the Visible box(es) for the appropriate registrant type(s). If this field should be required for those registrants, check the Required box(es) as well.
• If your event (or other form) does not use registrant types, you will see just two checkboxes in this section, Visible and Required. Check the appropriate box(es) to display this field on the registration form (Visible), and to require that your registrants respond to this field (Required). 
• For more details on registrant types, see the Related Link below.

Multiple choice items section (fields are only visible when Field Type is Multiple Choice Radio Buttons or Dropdown List) –

Add a new multiple choice item - Click this link to add your own item to the multiple choice selections. There are four fields in the Multiple Choice Item window:

Field name (required) – Enter a name for this field in the RegOnline databases. Your registrants will not see this entry.

• Valid field entries: Letters, numbers, underscore (_), and hyphen (-) only.

Item description (required) – Enter the text you want your registrants to see on the registration form for this item.

Limit – If you have a maximum number of attendees who can select this item (for example, if you have a class with a limit of 10 participants), enter the limit here.

• Note: You can not enable waitlisting a multiple choice item.

Visible – Check this box to make this item visible on your form.

Delete all items – Click this link to remove all multiple choice selections that have been created.

Populate with US states/Canadian provinces – Click this link to automatically create multiple choice items listing all U.S. states and Canadian provinces.

Populate with countries – Click this link to automatically create multiple choice items listing all countries in which RegOnline does business. See the Related Link below to add more countries to this list.

Limit – If there is a maximum number of registrants that can select this field, enter the limit here. By default, this item will disappear from the registration form when the limit is reached.

When limit is reached – Click on the link to change the behavior of the item when the limit has been reached.

• Hide this field – When this option is selected the item will disappear from the registration form once the limit has been reached.
• Display a message – When this option is selected a message will be displayed in place of the item once the limit has been reached.
  • Edit message – Click on this link to edit the message that is displayed once the limit has been reached. (A green check mark will appear if there is content in this section.)

Field position – Select where you wish the field to be positioned on your registration form relative to the caption. You can choose to have it below, above, to the right, or to the left of the caption. 

• Checkboxes generally display to the left of the caption. 
• 1-Line Text, Numeric Field, Multi-Line Text, Multiple Choice, Date, and Time fields generally display below or to the right of the caption.

Separator line – When checked, this field displays a thin horizontal line below this field, providing a visual separation between fields.

• Generally used to create a visual break between sections of a page, such as between days’ activities. For example, if your event has activities over the span of two days, you might add a separator line after the last item for the first day.

Group name – Used to “group” one or more fields together, causing all fields with the same entry here to behave like radio buttons, in that the registrant can select one (and only one) of the choices.

• Example: If your event has three optional activities, all of which are separate checkboxes, and the registrant can select only one of the activities, enter the same Group Name (such as “Optional Activity”) for each of the three checkbox fields here. The registrant will then be allowed to select just one of the three checkboxes to indicate their preference.
• See the Related Links below for more information about the Group Name field.

Custom Field popup details – If you would like to offer your registrants more information about this question/field in a details link click the Edit Details link to access the Content Editor window and type/format your information. (A green check mark will appear if there is content in this section.)

• When there is content entered in this section, then the attendee will see a Details link adjacent to the question. When the link is clicked, the content created here will display in a new browser window.

Or link to this URL – Enter the URL (web address) here if you have a page on your web site that provides more details about this field.

• Format: www.yourwebsite.com (without http://). 
• When there is a URL specified here, the attendee will see a Details link adjacent to the question. When the link is clicked, the URL specified will display in a new browser window.

Include on badge – Check this box if you would like to enable this field to be added to an attendee’s name badge. When checked, the field name of this item is available as a field that can be added to a name badge.

Caption to display on badge – Enter the text that you would like to include on a label/badge when this item is displayed.

Conditional Display -

Show this field only when registrant selects (Only visible on qualifying items) - Select the parent or controlling item to enable Conditional (if / then) Logic for this field. Additional help using Conditional Logic...

More - Click this link to select mutliple parent/controlling items for this field.

Show/Hide this field starting - If desired, enter the range of date(s) during which this field should display on the registration form.

• Example: An entry of 11/1/2007 in the Show This Field Starting fields will cause this field to display beginning at just after midnight on November 1, 2007. 
• Fields display/disappear as of midnight Mountain Time on the selected date.

Addtional Information:

None.

Related Links:

• How do I delete a custom field? 
• How do I move attendees from a custom field? 
• How do I allow registrants to choose just one of a number of options that are not multiple choice items?
• What is the Group Name field used for?
• How do I add countries to a custom field dropdown list that is populated with a list of countries?
• What is conditional logic and how do I use it my event?
• Why is the Field Type grayed out in my Agenda Item or custom field?