Publishable Custom Fields

Platform managers can create up to 10, publishable, custom text fields in a profile. For example, if you want to collect information on students that can watch PG movies in class, you can create a custom field called "PG Film Permission."

Custom user fields appear to the platform manager on all profiles in Personal Information. However, platform managers can also grant other users access to view and edit these fields, using Profile publish access. To include custom fields in blocks on school forms, refer to School Forms.

Note: To access a list of users who currently have user defined fields, run the Users with school defined fields list. In Academics, users can include custom text fields as column headers on a Day attendance list, Class attendance list, or Students list.

Add Custom Text Fields

  1. In the Publishable fields section select Click to add name.

  2. Enter the new field name and press the Tab key to save the change.

Warning: Do not use custom fields to track highly sensitive information. To track medical data, Blackbaud recommends you use Medical instead. It's protected by additional security and encryption. For details, refer to Medical.

Edit Custom Text Fields

  1. In the Publishable fields section, hover over the Field name you want to change and select Edit.

  2. Enter the new name and press the Tab key to save the change.

Delete Custom Text Fields

  1. In the Publishable fields section, hover your cursor over a Field name and select Edit.

  2. Delete the name and press the Tab key to save the change.

View the Custom Fields and Values for a User

  1. Select People finder and select a user.

  2. Select Contact card. The new fields appear under General Information

Security Permissions

Typically, platform managers create custom fields. However, a platform manager can also enable members of a security role to view and manage custom fields (including "admin view only").

See roles and tasks for security access (task ID 53441).

For example, you might enable users who also manage buildings and rooms to view these fields when they export buildings and rooms.