Introduction

Custom fields enable you to capture additional information beyond what is provided by standard, predefined fields.

 

Here are a few examples:

• Student: GPA
• Site: mission statement
• Site Contact: university alumni information
• Placement request: paid placement opportunity
• Placement: employment-based placement

 

 

Creating custom fields

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Go to School Options, and select the Custom Fields page from the menu on the left.
2. Click the dropdown at the top of the page to select the area of Sonia where the custom field should be created.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click the  Add button at the right to open a dialog box to define the custom field

3. Details tab:

1. 1. Name: Enter the question you would like answered
   2. Type: The type of response to the question; for example, single-line text or yes/no
   3. Minimum/Maximum: Characters limits for the response
   4. Description: Will display as a help tip next to the Name/question to provide more information for the user
   5. Permissions: Define the visibility, readable, and writable permissions for each role listed
   6. Is Important box: Tick this to indicate that the custom field should be displayed on the Details page of the record in the client.
      1. If the custom field should be displayed on a separate page (Other) of the record in the client, leave the Is Important box unticked.

   4. List tab: If the field Type requires a list from which the user should select a response, click the List tab, then the at the right side. Enter each list item on a separate row.

 

   5. Categories tab: Allows for custom fields to be grouped together.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Create the categories in School Options > Lists > Other Categories

1. 1. Come back into this custom field to the Categories tab
   2. Click the dropdown to select the Category
   3. Click the  at the right side

 

7. Click Add.
8. Click Apply.

 

Copying custom fields

 

• If you have multiple custom fields for the same section of Sonia, and the Type and/or Description and/or Permissions are the same or similar, copying the custom field will save a few seconds.

 

In School Options > Custom Fields:

• Choose a section of Sonia from the dropdown menu
• Select the custom field you would like to copy
• Click the copy button at the right side
• This will open a copy of the custom field to be edited.
• Click Add once changes have been made.
• Click Apply

 

Editing custom fields

 

In School Options > Custom Fields:

• Choose a section of Sonia from the dropdown menu
• Select the custom field you would like to edit
• Click the  edit button at the right side
• This will open the custom field to be edited.
• Click Update
• Click Apply

 

 

Adjusting the order of custom fields

 

In School Options > Custom Fields:

• Choose a section of Sonia from the dropdown menu
• Select the custom field you would like to move
• Click the  up or down move button at the right side to adjust the order
  • The custom fields will appear in the client and in Sonia Online in the order listed in School Options.
• Click Apply

 

 

Deleting custom fields

Custom fields cannot be deleted; they can only be rendered inactive by following the directions above to edit the custom field and then de-selecting the Is Active button.