How to create and delete custom fields?

Sessionboard has many standard Contact, Group, and Session fields; however, sometimes there is a need for a specific field. This article reviews the ways admins may create more.

Create A Field

  1. Within the module you would like to create a new field for, select 'Show/Hide Fields' on the left-hand side of your screen.

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  2. Within the pop-up window, select '+ Add New Field'.

  3. You will be prompted to create a new field by including the field name and selecting the type of field it is (i.e. dropdown, file, text, checkbox).

Note: Once a field has been saved, the Field Name and Field Type may not be edited. 

Field values in a dropdown may be edited after saving. 

Delete A Field

To delete a field once created, navigate to the Fields module and search for the field you would like to delete.

NOTE: Ensure you are searching for the field within the correct page (i.e. Contacts vs Groups vs Sessions vs Evaluation Plan)

 

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Once the custom field has been located, select Edit within the Actions column.

In the Edit Field pop-up window, select “Delete Field” on the right-hand corner of the pop-up window. 

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Fields can also be deleted within the speaker, session, sponsors, exhibitor, and contact modules. Ensure the field has been added to your dashboard view and right-click on the field column to select "Edit Column". From here, you will be able to delete the field using the instructions above.