Required Knowledge: Custom Fields

1

Manually add Data to Custom Field

Make sure you have set up the Custom Fields before adding data into them: How to Add and Manage Custom Fields

Navigate to the relevant page:
1. Selected Course Offer > Detail (shown on screenshot)
2. Selected Unit Offer
3. Selected Agent
4. Selected Learner > Learner Custom Fields
5. Selected Course > Course Custom Fields
6. Selected Unit > Unit Custom Fields
7. Selected Course Enrolment > Enrolment Custom Fields
8. Selected Unit Enrolment > Enrolment Custom Fields
9. Selected Workplace > Workplace Custom Fields
10. Selected Staff > Staff Custom Fields
On the Custom Fields card, click Edit
Enter your data
Click Save.

NOTE: If you are unable to see a Custom Field, it might be because it was saved as a Secure Custom Field. Only Owners and Admins can see Custom Fields marked as Secure. To change the security level of a Custom Field, adjust the Is Secure toggle.

Learn more: Edit Custom Fields

2

Collect Custom Field Data during the Application Process

Learner and Course Enrolment custom data fields can be added to Application Forms allowing you to collect your unique data during the application process and have it instantly stored against the required records.

See Sales+ How to Add an Application Form

3

Collect Custom Field Data from an Assessment Submission

Assessment submissions are saved under a Learner, a Course Enrolment, or a Unit Enrolment. Collect custom field data from assessment submissions by setting up, requesting, and managing Assessment Submissions.

How to set up Assessment Submission

How to request an Assessment Submission

How to manage an Assessment Submission

Next Steps

Export Data