TracCloud: Custom Fields - Revision history

Redrock at 17:27, 17 June 2026

2026-06-17T17:27:46Z

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	* [[TracCloudST\|SurveyTrac]]		* [[TracCloudST\|SurveyTrac]]

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Redrock at 23:20, 12 June 2026

2026-06-12T23:20:54Z

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	<div class="pageTitle">Custom Fields</div>		<div class="pageTitle">Custom Fields</div>

	Custom fields can be configured throughout TracCloud to store additional data that your campus may require. These custom fields can be displayed in [[TracCloudGuideListingsStudents\|student profiles]], [[TracCloudGuideBasicsSchedule\|appointments]], [[TracCloudGuideListingsVisits\|visits]], [[TracCloudGuideListingsFaculty\|faculty]], [[TracCloudGuideListingsRegistrations\|registrations]], and more.~~<br><br>~~		Custom fields can be configured throughout TracCloud to store additional data that your campus may require. These custom fields can be displayed in [[TracCloudGuideListingsStudents\|student profiles]], [[TracCloudGuideBasicsSchedule\|appointments]], [[TracCloudGuideListingsVisits\|visits]], [[TracCloudGuideListingsFaculty\|faculty]], [[TracCloudGuideListingsRegistrations\|registrations]], and more.

	These fields can be viewed just like other standard fields, and can even be used in reports. This data can also be imported from your Student Information System just like the rest of the standard fields, more information on that can be found in our [[TracCloudTechImport\|import]] article.~~<br><br>~~		These fields can be viewed just like other standard fields, and can even be used in reports. This data can also be imported from your Student Information System just like the rest of the standard fields, more information on that can be found in our [[TracCloudTechImport\|import]] article.

	Custom Fields can be managed in ~~<i>~~Other > Other Options > Custom Fields~~</i>~~.		Custom Fields can be managed in Other ➜ Other Options ➜ Custom Fields.

	[[File:5672897.png\|800px]]		[[File:5672897.png\|800px]]<br><br>
	<br><br>

	==Creating a new Custom Field==		===Creating a new Custom Field===

	To begin creating your new custom field, go to ~~<i>~~Other > Other Options > Custom Fields~~</i> and select the <b>~~Add new field~~</b> button~~. This will open the custom field entry screen where you can begin to customize your new field.~~<br>~~		To begin creating your new custom field, go to Other ➜ Other Options ➜ Custom Fields ➜ Add new field. This will open the custom field entry screen where you can begin to customize your new field.

	[[File:9612525.png\|800px]]		[[File:9612525.png\|800px]]<br><br>
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	* <b>Profile</b>		* <b>Profile</b>

Redrock at 22:58, 5 June 2026

2026-06-05T22:58:42Z

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	::<b>Document</b> allows users to upload a document to the field. If this entry type is chosen, you can optionally list allowed file types in the <i>Field, Menu or Radio Choices</i> box (e.g., ".txt,.docx"). This custom field type is not compatible with the Appointment, Document, or Visit - Q2 Raise Hand locations.		::<b>Document</b> allows users to upload a document to the field. If this entry type is chosen, you can optionally list allowed file types in the <i>Field, Menu or Radio Choices</i> box (e.g., ".txt,.docx"). This custom field type is not compatible with the Appointment, Document, or Visit - Q2 Raise Hand locations.
	::[[File:8127138.png\|350px]]<br><br>		::[[File:8127138.png\|350px]]<br><br>

			::<b>Multi-Document</b> is similar to the above, but allows uploading multiple documents to one field.
			::[[File:460606.png\|350px]]<br><br>

	::<b>Label (non-entry)</b> allows you to add text without being tied to an entry field.		::<b>Label (non-entry)</b> allows you to add text without being tied to an entry field.

Redrock at 15:56, 1 June 2026

2026-06-01T15:56:26Z

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	::<b>Visit – Student / Consultant</b> displays in the visit record. Typically used with “Asked on log in/out” enabled, that way the student or staff member can input this information from the Log Listing/Kiosk view.		::<b>Visit – Student / Consultant</b> displays in the visit record. Typically used with “Asked on log in/out” enabled, that way the student or staff member can input this information from the Log Listing/Kiosk view.

	::<b>Visit - Custom 1/2</b> displays in separate tabs in the visit record, in a similar format to the student tabs described above. This allows you to have multiple sets of custom fields conveniently grouped together in separate spaces, rather than maintaining a long list of fields on a single tab.		::<b>Visit - Custom 1 - 4</b> displays in separate tabs in the visit record, in a similar format to the student tabs described above. This allows you to have multiple sets of custom fields conveniently grouped together in separate spaces, rather than maintaining a long list of fields on a single tab. These tabs can be renamed in your profile's [[TracCloud:_Advanced_Preferences\|advanced preferences]].
	::[[File:461617.png\|500px]]<br>		::[[File:461617.png\|500px]]<br>

Redrock at 15:53, 1 June 2026

2026-06-01T15:53:07Z

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	::<b>Single line entry field</b> allows us to either type in a custom response or select an option from the drop-down menu.		::<b>Single line entry field</b> allows us to either type in a custom response or select an option from the drop-down menu.
	::[[File:2347267.png\|450px]]<br><br>		::[[File:2347267.png\|450px]]<br><br>

			::<b>Date/Time field</b> provides a date and time chooser, which will store the answer as YYYY-MM-DD HH:MM:SS.
			::[[File:580470.png\|450px]]<br><br>

			::<b>Date field</b> similar to above, but without the time.
			::[[File:564750.png\|450px]]<br><br>

	::<b>Text Entry Area</b> provides a text box that we can write anything we’d like in. If this option is selected, we can specify how many lines tall this box is by default.		::<b>Text Entry Area</b> provides a text box that we can write anything we’d like in. If this option is selected, we can specify how many lines tall this box is by default.

Redrock at 20:38, 27 May 2026

2026-05-27T20:38:55Z

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Redrock at 21:05, 19 May 2026

2026-05-19T21:05:55Z

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	::This determines where the field displays. There are several locations available:		::This determines where the field displays. There are several locations available:

	::<b>Student – Campus / Other Info / Custom1-5</b> displays within one of these tabs on student profiles. The name of the “Custom” tabs can be changed in your [[TracCloudGuideGlobalStudentFields\|Student Entry Choices]] preferences.<br>		::<b>Student – Campus / Other Info / Custom1-5</b> displays within one of these tabs on student profiles. The name of the “Custom” tabs can be changed in your [[TracCloudGuideGlobalStudentFields\|Student Entry Choices]] preferences. The purpose of separating these fields onto separate tabs is both for better organization of custom fields and for permissions management, as access to each of these tabs can be managed in [[TracCloud:_Permission_Groups\|permission groups.]]<br>
	::[[File:2934944.png\|500px]]<br>		::[[File:2934944.png\|500px]]<br>

	::<b>Visit – Student / Consultant</b> displays in the visit record. Typically used with “Asked on log in/out” enabled, that way the student or staff member can input this information from the Log Listing/Kiosk view.		::<b>Visit – Student / Consultant</b> displays in the visit record. Typically used with “Asked on log in/out” enabled, that way the student or staff member can input this information from the Log Listing/Kiosk view.

	::<b>Visit - Custom 1/2</b> displays in separate tabs in the visit record.		::<b>Visit - Custom 1/2</b> displays in separate tabs in the visit record, in a similar format to the student tabs described above. This allows you to have multiple sets of custom fields conveniently grouped together in separate spaces, rather than maintaining a long list of fields on a single tab.
			::[[File:461617.png\|500px]]<br>

	::<b>Visit - Q2 Raise Hand</b> displays on the <i>Raise Hand</i> prompt for [[TracCloudQ2\|Q2]], applying to Q2Remote and when raising a hand from the Log Listing.		::<b>Visit - Q2 Raise Hand</b> displays on the <i>Raise Hand</i> prompt for [[TracCloudQ2\|Q2]], applying to Q2Remote and when raising a hand from the Log Listing.

Redrock at 15:03, 11 May 2026

2026-05-11T15:03:18Z

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	::<b>Visit – Student / Consultant</b> displays in the visit record. Typically used with “Asked on log in/out” enabled, that way the student or staff member can input this information from the Log Listing/Kiosk view.		::<b>Visit – Student / Consultant</b> displays in the visit record. Typically used with “Asked on log in/out” enabled, that way the student or staff member can input this information from the Log Listing/Kiosk view.

			::<b>Visit - Custom 1/2</b> displays in separate tabs in the visit record.

	::<b>Visit - Q2 Raise Hand</b> displays on the <i>Raise Hand</i> prompt for [[TracCloudQ2\|Q2]], applying to Q2Remote and when raising a hand from the Log Listing.		::<b>Visit - Q2 Raise Hand</b> displays on the <i>Raise Hand</i> prompt for [[TracCloudQ2\|Q2]], applying to Q2Remote and when raising a hand from the Log Listing.

Redrock at 22:08, 20 April 2026

2026-04-20T22:08:31Z

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	::<b>Appointment – Student / Consultant</b> will appear during the [[TracCloudGuideBasicsSchedule\|appointment booking]] process, with separate tabs containing different questions for students or consultants. This location is also unique in that it's the only custom field location that can be center-specific. After selecting this location and a specific profile, additional options will become available to only show this field for a certain center or exclude it from a certain center.		::<b>Appointment – Student / Consultant</b> will appear during the [[TracCloudGuideBasicsSchedule\|appointment booking]] process, with separate tabs containing different questions for students or consultants. This location is also unique in that it's the only custom field location that can be center-specific. After selecting this location and a specific profile, additional options will become available to only show this field for a certain center or exclude it from a certain center.

			::<b>Appointment Invite</b> will appear inside the [[TracCloud:_Appointment_Invites\|appointment invite]] form.

	::<b>Availability</b> appears in [[TracCloudGuideBasicsSchedule\|availability blocks]] under the 'Notes' tab.		::<b>Availability</b> appears in [[TracCloudGuideBasicsSchedule\|availability blocks]] under the 'Notes' tab.

Redrock at 18:20, 7 April 2026

2026-04-07T18:20:23Z

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	<!-------------------------------------------- Field Entry Type Examples -------------------------------------------->		<!-------------------------------------------- Field Entry Type Examples -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Field Entry Type Examples~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Field Entry Type Examples</div><div class="mw-collapsible mw-collapsed">
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	<!-------------------------------------------- Custom Field Groups -------------------------------------------->		<!-------------------------------------------- Custom Field Groups -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Custom Field Groups~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Custom Field Groups</div><div class="mw-collapsible mw-collapsed">
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	</div~~><br><br~~>		</div>
	<hr>		<hr>
	<!-------------------------------------------- Custom Field Listing -------------------------------------------->		<!-------------------------------------------- Custom Field Listing -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Custom Field Listing Options~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Custom Field Listing Options</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	::<b>Appointment – Student / Consultant</b> will appear during the [[TracCloudGuideBasicsSchedule\|appointment booking]] process, with separate tabs containing different questions for students or consultants. This location is also unique in that it's the only custom field location that can be center-specific. After selecting this location and a specific profile, additional options will become available to only show this field for a certain center or exclude it from a certain center.		::<b>Appointment – Student / Consultant</b> will appear during the [[TracCloudGuideBasicsSchedule\|appointment booking]] process, with separate tabs containing different questions for students or consultants. This location is also unique in that it's the only custom field location that can be center-specific. After selecting this location and a specific profile, additional options will become available to only show this field for a certain center or exclude it from a certain center.

			::<b>Appointment Invite</b> will appear inside the [[TracCloud:_Appointment_Invites\|appointment invite]] form.

	::<b>Availability</b> appears in [[TracCloudGuideBasicsSchedule\|availability blocks]] under the 'Notes' tab.		::<b>Availability</b> appears in [[TracCloudGuideBasicsSchedule\|availability blocks]] under the 'Notes' tab.