creating new fields in a group profile

Group Profiles: Creating New Fields

To create a Field from this page:

1. On the left, in your Mission Control, select Groups.
   
   

2. Find the section called Manage Groups and use the drop-down to choose the Group you’d like to work on.
   
   

3. On the top-right, use the More menu to click Manage Profile Layouts and Fields.
   
   

4. On the next page, use the More drop-down menu and select Create a New Field.
   
   

5. The Create a New Field window will open.
   
   Here are the sections you’ll need to complete:
   
   
   • Field Name
     Give your Field a unique name.
      
   • Reporters to Connect To:
     Click the Assign link to connect your Field to one or more Identifiers.
     
     
   • Field Type:
     Click the Assign link to choose the type of information you’ll be storing for this Field.
     

     Field Type	Description
     Current Age (Converts birthdate to age in years)	A field that a calendar from which users can choose a date. This date will be converted to an age.
     Date (Select a date from a calendar.)	A field with a calendar from which users can choose a date.
     E-mail Address	A field for collecting email addresses, must be in the standard format: email@email.com. You may decide if this field can be used with the Communications Portal.
     File Attachment(s)	A field that will allow for up-to 10 file attachments. Known accepted file types are: doc; docx; txt; rtf; xls; xlsx; ppt; pptx; pdf; bmp; jpg; gif; png; tif; mp3; wav; 3gp; 3g2; asf; avi; mkv; mov; mp4; wavm; webm; wmv
     Free Text (Enter up to 120 characters.)	A field with a text box that allows users to enter up-to 120 characters.
     Free Text (Enter up to 99,999 characters.)	A field with a text box that allows users to enter up-to 99,999 characters. (You determine the allowable limit.)
     Encrypted Text (Enter up to 120 characters.)	A special field for highly sensitive text data with a text box that allows users to enter up-to 120 characters. (Encrypted using AES.)
     Mobile Number	A field for mobile numbers. You may decide if this field can be used with the Communications Portal.
     Other Phone Number	A field for collecting other telephone numbers.
     Quantitative Field (Type a number into a box.)	A field with a text box that only accepts numbers (positive or negative and decimal points accepted).
     Quantitative - Single Select (Select a single number.)	Answer choices present themselves as a dropdown box in a series between 0 to 10,000. You determine the range. Users may only select one value.
     Quantitative - Multi-Select (Select one or more numbers.)	Answer choices present themselves as a dropdown box in a series between 0 to 10,000. You determine the range. Users may select more than one value.
     Qualitative - Single Select (Select one value.)	Users will choose one option from a series of answer options created by you.
     Qualitative - Multi-Select (Select one or more values.)	Users will choose any number of options from a series of answer options created by you.

     
     
   • Collect Data for this Field in Reports?
     
     • Select "Yes" if you'd like data to be compiled under this field when people submit reports for relevant Identifiers.
     • Select "No" if this is a static field (such as street address, birthday, etc.).
       
   • Enrollment Options for Staff:
     • Select “Mandatory” if staff must always complete this field when enrolling new Identifiers.
     • Select “Optional” if staff should have the option to leave this field incomplete when enrolling new Identifiers. 
       
       
       
   • Enrollment Form Options for Reporters:
     • Mandatory: include this field on the enrollment form and require reports to enter a value when they enroll a new Identifier.
       
       Select this option if reporters will be enrolling new Identifiers (see the section called giving reporters the ability to enroll Identifiers), and you would like to make it mandatory for them to assign a value for this Field when enrolling a new Identifier.
       
       
     • Optional: include this field on the enrollment form but do not require reporters to enter a value when they enroll a new Identifier. 
       
       Select this option if reporters enrolling new Identifiers should have the option to enter a value for this Field.
       
       
     • Hidden: hide this field from reporters on the enrollment form. 
       
       Select Hide this field from reporters if reporters will not be able to assign new Identifiers to a value for this Field.
       
   • Identifier Profile Options:
     
     • Allow Reporters to update this Field on Identifier Profiles?
       
       Select “No” if this field should not be editable by reporters from the Identifier profile page.
       
       Select “Yes” if you would like this field to be editable by reporters from the Identifier profile page.
       
       
     • Column Width of Field on Identifier Profile:
       
       Select “1” if you would like the field to take up one of the two columns in your Identifier profiles.
       
       Select “2” if you would like the field to take up both columns in your Identifier profile panel.
       
       
     • Placement of Field on Identifier Profile:
       
       If you have already updated the look and feel on the Identifier Profile you will be able to choose to placement of this Identifier for both the Staff and Reporter views by choosing which panel and subpanel under which you would like the Field to live.
       
       See the section for help on Managing the Profile Layout.
       
       
6. Click Create.
   
   Remember you can move newly created Attributes to any custom panel (or to the Name & Contact Details panel just by clicking and dragging.