How to add a custom question or “User-defined Field” to your meeting

From the Control Center of your meeting, click on User-defined Fields under the Meeting Wizard header. Any user-defined fields (or “UDFs”) that have already been set up will display on this page. 

The process of creating a new question will differ depending on the type of field you would like to add:

• Integer - a single line input field for collecting numbers
• Currency - a single line input field for collecting a dollar amount; for information purposes only—will not charge this amount to the registrant
• Checkbox - a boolean field; multiple checkbox fields are often used together to make one multiple choice question
• Text - a single line input field
• Paragraph - a multiple line input field; can accept up to 750 characters (use a Paragraph Note field to collect more than 750 characters)
• Choice Radio Button - a single choice field with the choices displayed in a vertical list of radio buttons
• Choice Drop-Down List - a single choice field with the choices displayed in a drop-down
• Separator - enter text/HTML to display as a header
• Comment - enter text/HTML to display as a note
• Date - a single line input field that accepts dates in the mm/dd/yyyy format; includes a calendar widget for registrants to select a date if preferred over inputting a date value
• Paragraph Note - a multiple line input field; no limit on the number of characters that can be collected
• File Upload - an upload field; can only collect one file per field

Creating Choice Radio Button and Choice Drop-Down List Fields

Step 1: Create the Choice List

Before you create the choice radio button or choice drop-down list field, you must first create the list of options that the registrant can choose. For example, if I wanted to create the following question:

I would need to first create a list that contained the “Yes” and “No” choices. This is designed so that you can reuse the same list of choices for multiple fields without needing to type the choices each time. 

Scroll to the bottom of the UDF page and click on the New List button under the “Choice Lists....” header.

Enter a List Name and number of choices that will be available in the list, then click Submit.

On the next screen, enter the text value for each of your choices, then click Save. 

Note that each choice will include the following:

• Choice ID - a unique value tied to that choice, generated once the choice list is saved. When a registrant makes a selection, the Choice ID is the value saved in the database; however, you will see the text of the selection when viewing their record or running reports. You can edit the text associated with a list item at any time but you cannot edit the Choice ID. 
• Order - the order in which the choices display. If you want to rearrange the choices in a list, always edit the order number; do not just edit the text. If you just edit the text, selections that registrants have already made will no longer be accurate.

Step 2: Create the Field

Once your Choice List is set up, you will follow the same process as outlined below for creating any other type of field.

Creating All Other Fields

Click the Add button to create the new UDF.

Enter/select the following for your new field then click Save:

• Display Order - the order in which the field displays on this UDF page and when a registrant logs back into their record; automatically increments by 10 so as to leave space for adding in new questions between existing questions later
• UDF Name - the value that will display as a column header in reports; does not display in form. For example, I could name my UDF “Attended in past?”
• Field Type - the type of field
• Choice List - the list of options available; only used (and must be selected) for choice radio button and choice drop-down list fields
• Prompt - the wording that displays to registrants in the form. For example, I could make my prompt, “Have you attended this meeting in the past?”
• Size - the number of characters that a registrant can enter; only used (and must be entered) for integer, currency, text, paragraph, and paragraph note fields
• Required - make the field required for registrants to answer
• Hidden from Registrants - hides the field from registrants when they log back into their record
• For Main Registrant Only - if using multiple/group registration in your form, the field would only display to the main/primary registrant

Next:
Add filters to limit who sees/answers the field.
Add the field to your step-based registration form.