Contents
Collecting and Viewing Participant Data
Overview
Custom fields can be used to capture additional information during the registration process.
Custom fields are configured on a season by season basis. PlayHQ currently supports text box and dropdown list custom field types.
Please note: Before setting up program custom fields, you must either:
- Create a program and program season.
- Be an organisation participating in a shared program season.
Creating a Custom Field
To create a custom field, click the New button. Complete the details, including the Field Label, which can be a question or statement for the registration process. You can choose the response type (Dropdown List or Text Box) and set it as mandatory if needed.
When configuring display settings, you can select the roles and registration forms for which the custom field will be displayed.
Conditional Custom Fields
The purpose of a conditional custom field is to link the field to a response from a previous created field (the parent field).
You can link up to three custom fields together, however, to enable this feature, the first custom field must be a Dropdown List type.
All subsequent fields can be either a dropdown or textbox response depending on how many questions you want to link together.
Please note: A text box cannot link to another text box type field.
To create a conditional custom field, select ‘New’. Enter the details, activate the toggle button and select the parent field you would like to link it to.
Fields beneath a parent field are known as child field. As mentioned previously, this will be displayed based on one of the responses from the parent question.
Edit a Custom Field
Custom fields can be edited by selecting the Pencil icon on the right of the custom field list, making the necessary changes and then selecting Save.
Reorder a Custom Field
A custom field can be reordered by selecting the dots on the left side of the custom field and dragging it into position.
Please note: Reordering a custom field will change the field's position on all registration forms and admin portal pages.
Remove a Custom Field
When removing a custom field, any data for that field will be removed along with the field.
To remove a custom field, select the rubbish bin icon to the right of the custom field list.
A basic warning message will be displayed if no data has been collected. Select Remove Custom Field to remove the custom field, or Cancel to keep the field.
A warning message will be displayed in red if data has already been collected for that custom field.
Please note: If you choose to remove a custom field that has data already collected, all data for that field will be permanently removed. If you would like to keep the data but remove the custom field, select Cancel and then edit the field and toggle the field's registration forms visibility.
Collecting and Viewing Participant Data
Participants will be able to see your custom fields during registration once your registration form set up is complete. All custom fields must be completed, so ensure only relevant custom fields are included.
Once a participant has registered, their custom field responses can be viewed and edited by expanding the relevant Registration History panel with a participant's profile.
Reports
Custom fields are added as columns within a Participation Report. These will appear in the same order as they are listed in the Program's registration form. To access this report, select Reports in the main menu on the left-hand side, then select the Programs tab and scroll down to Participation Report. Fill in the required fields and select Generate, the report will then be saved on your device.