How to Manage Custom Fields?

A guide on how to add and edit custom fields for startup and user profiles in the AcceleratorApp.


Introduction to the feature.pngCustom Fields

Custom Fields are reusable questions that can be used to collate and display information. Administrators can create Custom Fields to customize the information displayed in the startup profile, user profile, and the forms, we refer to these as Object Types. Each Object Type must have its own set of custom fields.

Feature location.pngWhere to Find Custom Fields

Click on the Menu icon on the top left of the page, and click on Custom Fields.

Menu - Custom Fields.png

Step-by-Step Actions.pngHow to Create and Edit Custom Fields

How to Create a Custom Field

STEP 1: Click on the Menu icon on the top left of the page.

Menu.png

 

STEP 2: Click on Custom Fields.

Menu - Custom Fields.png

 

STEP 3: From the Custom Fields Page, click on Create New Field.

Menu - Custom Fields - Create Field.png

 

STEP 4: Select the Object type (i.e. User, Startup, or Other), fill in the details, and click Create.

Menu - Custom Fields - Create Field - Pop.png

 

How to Edit a Custom Field

STEP 1: Click on the Menu icon on the top left of the page.

Menu.png

 

STEP 2: Click on Custom Fields.

Menu - Custom Fields.png

 

STEP 3: From the Custom Fields Page, click on a Custom Field to edit.

Menu - Custom Fields - Edit Field.png

 

STEP 4: Edit the Custom Field and click Save.

Menu - Custom Fields - Edit Field - Pop.png

 

Step-by-Step Actions.pngHow to Use Custom Fields Per Object Type

How to Use Custom Fields in User Profiles

From the Custom Fields page, click on User Profile Fields.

Menu - Custom Fields - User Profile.png

Click on Edit User Profile

Menu - Custom Fields - User Profile - Edit Profile.png

 

How to Use Custom Fields in StartUp Profiles

From the Custom Fields page, click on Startup Profile Fields.

Menu - Custom Fields - Startup Profile.png

 

Click on Edit Startup Profile

Menu - Custom Fields - Startup Profile - Edit Profile.png