Name

Select this from the drop-down, per the List of Profile Fields

Field Type

Select this from the drop-down, per the list in the Profile Field Type table below.

NOTE: Not all of these Field Types may be available with every Profile Field.

Label

This is a free-text field and is the description/title of the field that will appear in the Profile Field Grid, and on the Member Profile pages. Leave blank if no label is required.

Field Group

Select this from the drop-down. The field will then appear in that area of the member’s profile.

Length

This is the number of characters allowed in the field display.

NOTE: This is only required for text fields

Default Value

Validation Expression

Required for certain fields (eg Email and Postcode) to ensure that the format entered is valid. Fields requiring validation should be preset, but if in doubt refer to the System Developer.

Validation Message

The message generated if an invalid format is entered, per the Validation Expression

Display Order

This is where the Profile Field will appear on the Member Profilewithin the Profile Field Groupit has been assigned to. Lowest numbers appear at the top of the Profile Field Group area. Do not allocate consecutive numbers to enable further fields to be added in the future if required.

Export Display Order

This is where the Profile Field will appear in any Data Export file it has been included in. Lowest numbers appear at the top of the download data list. Do not allocate consecutive numbers to enable further fields to be added in the future if required.

NOTE: this setting is not critical as the easiest way to download data is to use the Custom Data Export facility

Visibility Level

This isminimumVisibility Level that is set, from the following range:

Level 0 = Membership Assistant
Level 1 = Treasurer Role
Level 2 = Membership Secretary Role
Level 3 = Administrator Role

Setting Visibility Levels allows a fine level of adjustment which can be useful if you want to show read only values to some users and editable ones to others. You would need to make two Profile Fields in order to do that but it is then possible to make the forms do pretty much whatever you need.

The defaults of 0 minimum and 3 maximum mean that all fields added are visible to all roles and these apply to all profile pages except the Join Form and Member’s own Profile (Add/View/Edit). This also applies to the Manage Members Grid columns so that you can have columns on there hidden from the membership assistant for example.

Max Visibility Level

See above. A Profile Field having a minimum level of 2 and a maximum level of 3 or more would be hidden from Membership Assistants and Treasurers. A Profile Field with a minimum level of 0 and a maximum level of 1 would not be shown to Membership Secretaries and Administrators.

Enabled

Where selected (‘green tick’) the Profile Field is available to be made visible on Member Profile pages and in data export files.

NOTE: if not enabled (‘red cross’) any data held within the Profile Field is still held within the system, but will not be visible on Member Profile pages.

NOTE: it is possible to use (some) profile fields to set default values when members join. This is done by setting up the field, not enabling it, but setting it to be on the join form. It is then further possible to have a second version of the same profile field that is enabled and visible on other pages. This is useful (eg) if you want to set a default for all communications to be via email, but then allow the possibility of allowing postal communications, but only at the discretion of the Membership Secretary.

Required

Where selected (‘green tick’) the data must be provided in a member’s profile before the member can be added to the system.

On Join Form

Where selected (‘green tick’) the field will appear on the member joining form generated by the system.

On My Profile

Select from the drop-down whether members have no access (None) or read or write access to the field on their My Profile page

On Add member Form

Where selected (‘green tick’) the field will appear on the member profile within the Membership/Add Member area

On Admin Profile

Where selected (‘green tick’) the field will appear on the member profile within the Membership/Manage Members/View Member area

On Admin Profile Edit

Select from the drop-down whether administrators have no access (None) or read or write access to the field in the Membership/Manage Members/Edit Member area

On Export

Where selected (‘green tick’) the field will appear in any Data Export file it has been included in.

Button

Provides a button for the user to (eg) submit a membership request on the join form

Checkbox

Date

A date that can be entered by a user. Comes with an associated calendar button.

Membership Level

Used with Membership Level fields

Money

A currency field (£.pp)

Note

Can be used with a (Button) field, and with the inclusion of a Text Key Profile Field Option and Localisation, enables guidance etc notes to be include within the various profile pages

Partner

Radio

Two ‘buttons’ that allow (eg) a yes/no option. To enable this requires the ‘button options’ to be entered as Profile Field Items (see below).

Select

Creates a drop-down list for users to select from. The items in the list need to be entered as Profile Field Items. Normally the first item in the list would be”(Please Select)”, which is set to “True”, with all other items set to “False”.

Text

A (free) text field for users to enter data

Textarea

A text box that users can write in. Should have the size (number of rows) specified via a Rows Profile Field Option (see below)

Title

Can be used with a (Button) field to provide bold text as a title (eg to a Textarea field type).

Name

This is the text that is displayed on the Profile Pages. Eg for Radio field types the Names could typically be ‘yes’ and ‘no’.

Value

True or False. This is the value associated with the Name. eg for Radio field types ‘yes’ would be ‘true’ and ‘no’ would be ‘false’. For Select field types the value should be the system-recognised description for the option. This could be the same as the Name.

Display Oder

The order in which the field items are displayed within the Profile Field.

Selected?

Set the Name/Value that is the default to be displayed to ‘true’ and all other items to ‘false’

Date Format

EventHandlerKey

Placeholder

Allows ‘greyed’ text (e.g providing instructions) to be included in text fields. Able to be overwritten on input

Enter the ‘greyed’ text to appear in the field on the Member Profile

Rows

The number of rows of text in a Textarea field item

Enter a number (eg 5)

ShowPrimary

TextFormat

Text Key

Allows text to be inserted from the ‘Value’ in a Localisation.

Enter the Localisation Name