CampSite profile pages come with a standard set of fields for storing data. To store additional pieces of data not included in our standard fields, camps can create their own "custom" fields.
When creating custom fields, there are different types (i.e. "scopes") available depending on which profile pages you're creating them for - for example, camper profiles can have custom fields that hold data on a permanent, yearly, and session basis.
For example, the basic info on all camper profile pages include the data fields shown annotation #1 above. Any "permanent" custom fields created by a camp will display in section #2 above.
For example, Camp Firewood wants to record whether or not their staff has sent the camper their welcome packet, so they created a custom field called "Welcome Packet Sent?". Whenever a camper is sent their welcome packet, an admin user updates this field to say "Yes," like we see for Laylah above.
In this article, learn about:
Creating Custom Fields
Custom fields are managed from the Admin page, within the respective module tab. For example, the screenshot above shows custom fields for Camper profiles.
Custom Field Scopes
When creating custom fields, there are different "scopes" available depending on which profile pages you're creating them for - for example, camper profiles can have custom fields that hold data on a permanent, yearly, and session basis.
The scope determines how frequently data is stored within the field.
Permanent: Data is stored permanently, and will remain on file year after year.
Yearly: Data is stored on a yearly basis, so a different value can be stored for each year.
Session: Data is stored per session, so a different value can be stored for each session.
Event: (for CampSite's Events module) Data is stored per event, allowing for a different value to be saved under each individual session.
Salary: (for CampSite's Staff module) Data is stored on a yearly basis, and located under the salary tab of a staff person's profile. Since salary details have their own admin user permission settings, custom salary fields are also protected by those permissions.
For example, in the screenshot above, Camp Firewood created a yearly custom field to record a camper's "swim level." This means admins can store a separate swim level for each year.
Adding a Custom Field
- Select the tab that corresponds with which profile pages you want to create the custom field for
- Select the Custom fields side-tab
- Click the link to + Add new custom field
- Name the custom field.
- Choose the input 'type', which determines how you'll format the data you enter into this field. Read more about each type here.
- Choose the 'scope' of how frequently data you plan to store data in this field.
- Provide additional details (based on the "scope" you selected) - for yearly fields, select which years you wish to record data for.
- Click Submit to create the custom field.
Editing and Deleting Custom Fields
- To edit the overall settings for a custom field, double click the pencil icon.
Note: Not all details are editable after the field has been created.
- To permanently delete a custom field, double click the delete icon.
Note: You cannot delete a custom field if there's any data stored in it currently. If you delete all data stored within the field, you'll then be able to delete it.
Tip: You can delete custom field data in mass by editing the field from an advanced report, and replacing the current values with a blank value instead. Click here to read about editing custom fields from a report.
Entering Data into a Custom Field
Admins can enter data into a custom field one person at a time (via their profile page), or in mass via an advanced report.
Custom field data can also be imported via spreadsheet - click here to learn more.
Custom Fields on the Profile Page
The location of a custom field on a person's profile depends on its "scope."
For example, "yearly" Camper custom fields are located underneath each year tab.
The screenshot above shows Laylah' yearly custom fields for 2021. To enter (or edit) data in a custom field, double click the value for the field.
Change the value as needed, and click the OK button to save.
Custom Fields in Advanced Reports
To enter or edit custom field data in mass, add the field to an advanced report.
- Choose the "Custom Fields" tab
- Select the corresponding scope for the field
- Select the relevant sub-tab (if necessary)
- Select the custom field
Next, click to access the report "Editing" function.
- Enter the same data for everyone's custom fields
- Or, edit custom fields one person at a time
When you're finished, click the "Save Changes" button in the Edit Mode section, and all custom fields will be officially updated.