The Goal: Archive a custom field on your membership application form so it no longer displays, while preserving all historical information previously submitted for that field.
Before You Begin:
- You need staff access to manage membership types and application settings.
- Archiving a custom field hides it from the application form but retains all previously submitted data — it does not delete historical information.
- Related articles: Setup Membership Type Custom Fields/Questions and Re-arrange the order of Custom Fields on Membership Application.
Step-by-Step Instructions
- Go to Memberships, click Settings and select Membership Types. The page opens as Membership Settings.
- For the desired membership type, click the manage icon in the Actions column.
- Scroll to the Membership Application Custom Fields section.
- Click the actions icon for the custom field you wish to archive.
- Click Edit.
- Tick the Archived checkbox.
- Click Done.
Common Pitfalls
- Deleting instead of archiving: Removing the field outright would lose all historical submissions. Always tick the Archived checkbox to hide the field from the form while preserving previously submitted data.