Custom Fields
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      1. Via TRM Knowledge Base
      2. Settings
      3. Custom Fields

      How do I create Custom Fields?

      In Via, Admins with permission can create, edit and archive Custom Fields.  A Custom Field is a data input field added to all Traveler profiles in the organization’s account. Custom Fields enable admins (and/or Travelers if a field is Public) to add customized data on the Traveler profile.

      Custom Fields can be Public or Private. A Public Custom Field is visible on the Traveler view of their profile under Additional Information. Admins can view both Private and Public Custom Fields on the Admin view of Traveler profile under Custom Fields. Travelers cannot view Private Custom Fields.

      Common custom field examples include:

      • Dietary restrictions
      • Scholarship recipient
      • Judicial review
      • Registration code

      There is no limit to how many Custom Fields can be created. Once a Private Custom Field is created, it will be:

      • Added to the Admin view of all Traveler profiles of past, current, and future Travelers
      • Visible & editable in the Admin view on the Traveler’s profile under Custom Fields
      • Editable in batch from the Traveler Dashboard
      • Visible & reportable from the Traveler Dashboard

      A Public Custom Field is:

      • Added to the Admin and Traveler views of all Traveler profiles of past, current, and future travelers
      • Able to be added to Applications and General Forms
      • Visible & editable in the Admin and Traveler views on the Traveler’s profile
      • Editable in batch by Admins from the Traveler dashboard 
      • Visible & reportable by Admins from the Traveler dashboard

      To create a Custom Field…

      1. Click the photo icon in the upper right corner in the main navigation menu 
      2. Click Settings 
      3. Click the Custom Fields tab
      4. Click +Add New
      5. Type in a name
      6. Check Show to Travelers (Public) - or leave it unchecked
      7. Click Save

      Public Custom Fields are visible to Travelers on their view of their Profile under Additional Information. Travelers can edit the content in Public Custom Fields. If a Traveler edits or adds content to a Public Custom Field, that updated content will appear updated on the Admin view of Custom Fields.

       

      Admins can, at any time, edit a Custom Field. If a Custom Field is edited, the field name will be updated on all Traveler profiles.

      To edit a Custom Field…

      1. Click the photo icon in the upper right corner in the main navigation menu 
      2. Click Settings 
      3. Click the Custom Fields tab
      4. Click the three dots under Actions next to the desired Custom Field
      5. Select Edit
      6. Edit Custom Field name
      7. Click Save

      Admins can, at any time, change a Custom Field from Public to Private or vice versa. 

      To change a Custom Field to Public/Private…

      1. Click the photo icon in the upper right corner in the main navigation menu 
      2. Click Settings 
      3. Click the Custom Fields tab
      4. Click the three dots under Actions next to the desired Custom Field
      5. Select Make Public or Make Private, as desired
      6. Reminder: Travelers can view and edit Public Custom Fields

      Admins can, at any time, archive a Custom Field. 

      To archive a Custom Field…

      1. Click the photo icon in the upper right corner in the main navigation menu 
      2. Click Settings 
      3. Click the Custom Fields tab
      4. Click the three dots under Actions next to the desired Custom Field
      5. Select Archive

      Admins can, at any time, unarchive a Custom Field to make it visible again on the Traveler profile.

      To unarchive a Custom Field…

      1. Click the photo icon in the upper right corner in the main navigation menu 
      2. Click Settings 
      3. Click the Custom Fields tab
      4. Under Archived Custom Fields, click the Unarchive icon next to the desired Custom Field