Custom fields are used to collect data outside the standard set of fields Novi provides. To create a new custom field, follow the steps in this article

"Set of Options" is a type of custom field that allows you to enter specific options for users to choose from. 

Within the custom field modal, you can perform the following actions on the list of options:

  • Add New Option
  • Remove Option & Replace Existing Values
  • Remove Option & Clear Existing Values
  • Rename Existing Option
  • Change Display Order (drag & drop)

Add New Option

Whether you're setting up a new custom field or editing an existing one, you can add a new option to the list by following these steps:

  1. Type the name of the new option in the field (at the bottom of the list)
  2. Then click the "Add" button (in the Action column)
  3. Click the "Save & Close" button
  4. If applicable, update any custom reports that are using this custom field (more info below)

Remove Existing Option

If you need to delete an item from the list, there are two options to choose from - replace existing values with another value in the list, or clear the existing values.

Remove Option & Replace Existing Values

To remove and replace, follow these steps:

  1. Find the option and click the "Remove" button
  2. The option to "replace existing values" will be selected by default
  3. Click on the drop-down and select the value that will replace the value you're deleting
  4. Click the "Replace" button to apply the changes
  5. Click the "Save & Close" button
  6. If applicable, update any custom reports that are using this custom field (more info below)

Remove Option & Clear Existing Values

If you need to delete an option from the list, and you don't need to replace existing data with another option, follow these steps:

  1. Find the option and click the "Remove" button
  2. Select the radio button for "Clear all existing values"
  3. Click the "Remove" button to apply the changes
  4. Click the "Save & Close" button
  5. If applicable, update any custom reports that are using this custom field (more info below)

Note: The ability to delete an option and clear existing values is limited if the custom field is being used in dues rule(s) or group condition(s). You'll instead need to choose a replacement value in order to keep your dues rules and group conditions intact.

Rename Existing Option

To edit the name/label of an option:

  1. Click the "pencil" icon next to the option
  2. Delete the current name and type in the new name
  3. Click the "save" icon next to the field
  4. Click the "Save & Close" button
  5. If applicable, update any custom reports that are using this custom field (more info below)

Change Display Order

To move an option up or down in the list, you can drag & drop the item to the correct placement. 

Note that this will not update the order of existing values on a member or attendee record, but it will update the way the drop-down is displayed when selecting new values.

Save & Close

After making all of your edits to the custom field, don't forget to click Save & Close!

NOTE:
Once you click the Save & Close button on the modal, the system will start processing the updates. Depending on what changes were made and how many records are affected, this could take a few minutes. These updates apply to:

  • Member records
  • Event attendee records
  • Novi Groups

Update Custom Report Conditions

*IMPORTANT* Don't Miss This Step!

When changes are made to the options in a "set of options" custom field, Novi will automatically update member records with this value, event attendee records, and any Novi Groups that are using this field. However, we will not automatically update your custom report conditions. Since report conditions are more fluid, we don't want to make any assumptions and alter the setup of your custom reports. Be sure to check your custom report conditions and update as needed, especially if you rename or remove an option from the custom field.

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