Knowledge base | FamilyID

Manage Internal Fields

  • View list of Internal Fields
  • Edit an Internal Field
  • Assigning an Internal Field to a program
  • Remove an Internal Field from a program
  • Delete an Internal Field

 

View list of Internal Fields

1. Click on the 'ORGANIZATION' on the blue menu bar.

 

2. Click on Internal Fields under Manage Account.

 

Edit an Internal Field

You may edit internal fields that you have previously created. 

1. Click on the 'ORGANIZATION' on the blue menu bar.

2. Select 'INTERNAL FIELDS' from the navigation links on the left. You will see a list of all your internal fields.

 

3. Click 'EDIT' next to the field you want to change.

4. Here you can update the field name, the type, and (for multiple choice and single choice fields) the list of alternatives. 

Optional: "Apply data to future registrations" and "Allow participants to see this data"

If you choose 'Apply data to future registrations', the value that you enter for a registration will be associated with the participant's future registrations for any program using this internal field. 

If you choose 'Allow participants to see this data', registrants will be able to view the data you entered when viewing their registration.

 

 

Assigning an Internal Field to a Program

1. Click on the 'ORGANIZATION' on the blue menu bar.

2. Select 'INTERNAL FIELDS' from the navigation links on the left. You will see a list of all your internal fields.

 

3. Once an Internal Field is created, you will want to assign it to a program. From your list of Internal Fields, click on the # under Assigned to Programs.

 

4. The 'Assign To Program' window appears. Check off the programs you wish to assign your Internal Field to and then click on SAVE 

 

5. When you are finished creating your internal fields and assigning them to your programs, you will now enter data into them. See the HELP article on entering data to an Internal Field.  

https://familyid.groovehq.com/knowledge_base/topics/display-data-of-internal-field-to-families


Remove an Internal Field from a Program

1. Click on the 'ORGANIZATION' on the blue menu bar.


2. Select 'INTERNAL FIELDS' from the navigation links on the left. You will see a list of all your internal fields. Click the # under ASSIGNED TO PROGRAMS next to the field you want to change.

 

3. Uncheck the program that you no longer want the Internal Field associated with and then click on SAVE. 

NOTE: This will remove the Internal Field from this program. The Internal Field will remain available in your 'ORGANIZATION' Internal Fields and can be added back to this progam.

 

Delete an Internal Field 

1. Click on the 'ORGANIZATION' on the blue menu bar.

 

2. Select 'INTERNAL FIELDS' from the navigation links on the left. You will see a list of all your internal fields. 


3. Click 'DELETE' next to the field you want to change. NOTE: Once an internal field is deleted, it will no longer be available for reports and for use in future programs.