Path: Community settings>> Engagement>> Campaign>> Edit>> Idea Submission tool>> Add New Custom field
IdeaScale introduces a feature where users i.e. Global moderators and campaign moderators can add or edit new Custom Fields directly into Idea Submission tool for the respective campaign. Custom fields are used to get more or additional information about the ideas of our community. It also helps us to categorize the type of ideas we have.
- Steps to Add Custom Field
- Steps to Edit Custom Field
- Steps to Delete Custom Field
- Description of the Fields
- Outputs of the Response Types
Steps to Add Custom Field
- Go to Idea Submission tool of a campaign.
- Click on 'Add New Custom Field'.
3. A new window will open to add/edit custom field.
4. Fill up the box of Label, Field key and Expected Response Type. By clicking on the rest of the fields, users can also enable them as per their requirements.
5. Click on 'Submit' button.
6. Drag & drop this custom field from right to left so that this field can link up with the campaign.
7. Click on 'Save'.
Please Note: When you click on the 'remove' link of any custom field, it will come back to the right side of the Custom Field Elements.
Steps to Edit Custom Field
- Click on the text of the created custom field.
2. A new window will pop up for editing.
3. After editing, click on 'Submit' button.
Steps to Delete Custom Field
- Click on the edit icon of the created custom field.
2. A new window will pop up for deleting.
3. Click on 'Delete' button.
4. A new window will pop up where the user needs to type 'Delete'.
5. Click on 'Submit' button.
Description of the Fields
a) Label : Enter the name, title or question of the custom field
b) Field Key: This is a unique key word field which is generated by default but user can provide it manually.
c) Expected Response Type : Select the desired option from the mentioned response types-
d) Required: Enabling this switch allow to make the custom field mandatory for the users and a red star is added beside the name of that field. User can't leave the field blank during the time of submitting an idea. Screenshot is added to show the output.
Please Noted: Anything added as a required custom field has a star marked at the end.
e) Private Field: Responses of the users can be kept confidential by enabling this switch. Only moderators can see the response from the Moderator's dashboard or in Idea Summary View.
Please Note: The moderators can see the word 'Private' , in blue color, on the Custom field to separate easily from the non-private field. Screenshot is added to show the output.
f) Moderator Field: When custom fields are marked as Moderator Field, only moderators of the community will be able to see and input value in the custom field. This custom field won't be visible to normal users on the Idea Submission Form. Screenshot is added to show the output.
g) Visible to normal members: The administrator would be able to see and enable this option only if the 'Moderator Field option is set to ON otherwise, this option remains hidden from the Administrator's view. A screenshot is added to show the output.
Please Note: Enabling this option makes the response of the custom field by the moderator visible to normal members on the respective ideas submitted by the moderator.
g) Team Only Field: Enabling this switch allows to mark the custom field as 'Team' where the response of the field will be visible to Idea Submitter, Idea Owner, Team Members and Moderators. A screenshot is added to show the output.
h) Editable Only By Moderator: Enabling this switch allow the moderator to edit the response of the custom field which provided by the Idea Submitter.
Please Note: When 'Editable Only By Moderators' and 'Team only Field' switches are enabled at a time, the response can be inputted or edited by the moderators only. However, the entire team ( Idea Submitter, Idea Owner, Team members, and moderators) would be able to see that response of the custom field.
i) Visible in Summary Views: Enabling this switch allows all users to view the response of the custom field on the Summary View of the idea.
However, if 'Visible in Summary Views' and 'Team only Field' switches are enabled at a time then Idea Submitter, Idea Owner, Team members, and Moderators will be able to view the response of the custom field value in the Summary View.
Outputs of the Response Types
(i) Free Form Text :
- Large Text / Description
- Single Line Text Box
- US Zip Code
- Global Zip / Postal Codes (Global records from GeoNames.org)
- YouTube Video
- Screenr Video
- HapYak video
- Date (mm/dd/yy)
- Single Choice
Screenshots are added to show how to ddd options in the 'Single choice' response type along with output.
- Multiple Choice
Screenshots are added to show how to add options in the 'Multiple Choice' response type along with output.
Please Note: The maximum character limit is 500 for multiple choice answers. If there are many options, the answers may show as incomplete in the box however, if you hover over the option it will show you the complete answer.
Please Note: In Single choice, user can choose one only one response from the dropdown but in Multiple Choice, user can choose multiple responses. While using the field type as Single Choice or Multiple Choice, user can use a Separator "<<<------>>>". To add an option group, enclose the group name with "<<< Option group name>>> ". Screenshots are added below as references.
Please Note: The URL of YouTube will play in-line within the Idea Details Page and Idea Home Page. Screenshots are added here as references.
To merge any custom field, moderators are encouraged to send an email to [email protected]