Planning Center has default fields for personal information, such as birth date, gender, name, and contact information. If you want to collect information outside of what's already listed on a person's profile, edit some of the built-in fields, create your own, and organize them using section headings or custom tabs.
Custom Fields are dynamic and can be used in forms or to create lists. You can even allow them to print on Check-Ins labels.
To create and manage custom tabs and fields, go to the People page, expand the gear icon, and select Customize fields.
The Personal tab holds all the built-in fields. You can customize these default fields with your own answers by selecting the pencil on the field.
Keep track of the schools students attend by adding them as options in the school field.
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Set the beginning and ending grades of that school. Once you assign a person to the school, the only grade options will be within that set range. If kids leave this school after the ending grade and always move into another school, select that school. When you promote grades at the end of the school year, they'll be moved to the listed school if they pass the set ending grade.
If some students go to a different school, you'll have to change their promoted school manually.
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Use the handles to reorder schools in the list.
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Select the trashcan icon to delete the listed school from this list and any profile.
Scroll to the end of your school list to add a new option.
To add Custom Fields, you must create at least one Custom Tab. Select add tab, type the tab's name, and press Enter.
Important
Only managers can add fields.
Add fields by selecting New Field and choose what type of field you want it to be.
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Use the pencils to edit the name of your tab and any fields.
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Reorder the tabs and fields by dragging the handles.
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Choose who can edit the fields on a person's profile by selecting the X to remove the listed person or Share with to choose a person or permission.
As you add custom fields, ensure they are defined by the parameters in the table so your information is added correctly.
Danger
If you create a dropdown field, you cannot change it to a checkbox field; you must recreate the options.
|
Field Type |
Format |
|---|---|
|
Text |
Any text up to 1,000 characters |
|
Paragraph |
Any text up to 65,000 characters |
|
Date |
MM/DD/YYYY Dates in other formats will be ignored. |
|
Yes/No |
yes/no true/false not case-sensitive |
|
Dropdown |
Any existing option for the field must match an existing option exactly. case-sensitive |
|
Checkboxes |
Any combination of existing values, separated by a | The values must match an existing option exactly. case-sensitive |
|
Number |
Any number |
|
File |
Bulk importing file fields is not currently supported. |
Caution
If no fields exist in the tab, you can delete the tab; however, if any fields are in the tab, that option will be unavailable.
You can manage who can view the fields in a custom tab. Make custom tabs visible to specific individuals or require a minimum permission level in the Collaborators section.
Important
All managers can change the custom tab and fields, but they may not have access to the tab on a person's profile.
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Select the X to remove access for the individual or permission level.
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Share with another individual or permission level.
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Check the box to share the tab with Check-Ins to allow the fields to be printed on a label.
You can add information or import a file to the custom fields on a person's profile by going to the custom tab and selecting Edit Answers.
Tip
You can update custom fields for multiple people by using bulk actions!
Your congregation can also update their custom fields through a form submission.