The Goal: Add additional custom fields to a content list so it captures the information your association needs beyond the default fields.
Before You Begin:
- You need staff permission to manage Web Content.
- Know which content list you want to customize and what fields you want to add.
- Default custom fields are already included based on the type of content list you created. For example, the News content list type includes fields for Media Contact, Related Links, and Source. You may add additional custom fields to meet your business needs.
Step-by-Step Instructions
- Go to Marketing & Communication, click Web Content.
- Click the Setup tab.
Click the hyperlink for the list you wish to customize.
On the Edit Content List screen, scroll to the Custom Fields section.
Add additional custom fields by clicking the
button. The Add/Edit Custom Fields screen will display.
- Configure the following as needed:
- Field Area - Field Area will default to Content Item. Do not change this, as your goal is to display this field in your content list.
- Name - Enter a name for this field. This is the database name.
- Display Name - This is the name that will display on the website/Info Hub.
- Custom Field Data Type - Select the type of data this field will hold.
- Description - Optional; provide a description of this field. This is for informational purposes.
- Group/Section - N/A
- Characters Allowed - This option will be displayed if you have selected Text or Multi-line Text as the Custom Field Data Type and allows you to set the number of characters that may be entered. You must enter a value in this field.
- Properties - Click the Required check-box if this custom field must be filled in.
- Advanced Options - Additional settings for this custom field may be configured by clicking the Advanced Options check-box.
- Member Editable - If you wish to allow members to edit the custom field in Info Hub, select this check-box.
- Public - Select this check-box if this field is to be displayed publicly.
- Archived - If you no longer wish to use this field, you may archive the field. This should be the option if you have previously used the field and wish to maintain the historical data, rather than simply deleting the field.
- Click Done once you have completed the custom field.
You may add additional custom fields as needed by repeating the steps above.
Common Pitfalls
- Changing the Field Area: Leave Field Area set to Content Item. If you change it, the field will not display on your content list.
- Skipping Characters Allowed: When you choose Text or Multi-line Text, you must enter a value in the Characters Allowed field or you will not be able to save the field.