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How to add or edit fields

This will show you how to add or edit the default fields on the system. These are the ones that show up on a Members' profile and on forms.

Will Thompson avatar
Written by Will Thompson
Updated over a week ago

Either go direct to this link: Schema Builder

Or click on "plinth" in the top right corner and scroll down to "Settings", where you can edit your fields:

Click on "Fields" and then "Edit Fields". This will take you a screen like this, which will show you the fields you already have in the database.

They are split into "Core Fields" and "Insights Fields". Core Fields store information that you are interested to know about a person, such as Telephone Number or Emergency Contact. Insights Fields are those that you might want to do analysis on, such as Ethnicity or Gender.

On the.right hand side are listed the different types of fields that you might want to add . To add a new field, select the field type and then drag and drop it in. By default it will show you a blank field like this:

The field name is the name that will be associated with the field, for example Emergency Contact number. If you type that into the box it will show up alongside the other fields.

If you select a field type of "Dropdown: single choice" or "Dropdown: multi choice", you will be given the option to choose what the drop down options are. These will then be the options shown on a Member's profile or on any forms that have that field included. You can edit fields that are already there by clicking on them from the list.

Once you are done click "Save" in the top right corner and you are done!

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