Custom fields allow you to enter and record custom attributes and data within Playground. You can record secondary phone numbers, emails, and other information that you find helpful in your day-to-day. This information will be saved to the staff member's profile. You can create as many custom fields as you would like.
Custom field types
Playground offers different options for the information you would like to record. Playground's custom field types are as follows:
Short Text | Best used when entering text directly into the field Examples: "Maiden Name", "Allergies" |
Phone Number | Formats the response as a phone number and ensures the number is valid before saving |
Formats the response as an email and ensures the email is valid before saving | |
Date | Only accepts dates in MM/DD/YYYY format and ensures the date is valid before saving |
Single Choice | Creates a list of options, and allows a single response to be selected at a time. |
Multiple Choice | Creates a list of options, and allows a multiples responses to be selected at a time. |
How to create custom fields
NOTE: By default, all administrators can see newly created fields, and staff can see any responses for custom fields on their profiles. Refer to step 6 below to change visibility permissions for a custom field.
Additionally, even though you create the field on one staff member's profile, the field will be available to enter on any staff members' profile.
To create a new custom field type for staff, follow the instructions below:
Navigate to My School, then hit the Staff tab.
Navigate to any staff members' profile clicking on their row in the table.
Under the Details section, click the Add field button.
Select a Custom field type from the list. See the table above for details.
Enter a label that will be indicate what the data being captured is.
If you selected single choice or multiple choice, enter options. Press the enter key to save an option.
Optional: select which roles this field is visible to if you want to only display this information for certain users.
Hit Save to create the field. It will be created for all users.
How to edit custom fields
NOTE: You can only edit the label or options (for single or multiple choice) for a custom field. You cannot change a custom field's data type once it is created to ensure data accuracy.
Editing a custom field is an uncommon action, but there are times you may want to change the options to select from or the role visibility for a custom field. To do so, follow these steps:
Navigate to My School, then hit the Staff tab.
Navigate to any staff members' profile clicking on their row in the table.
Under the Details section, find the custom field you want to edit on a staff member's profile.
While hovering over the label, a setting icon will show up–click the icon.
Click Edit, and the form to edit the field will show up. It will look like the screenshot above.
Enter your edits, then hit Save
How to delete custom fields
🚨 WARNING: This is a destructive action. Once a custom field is deleted, all data on staff profiles associated with that field will be deleted as well and is not recoverable.
Navigate to My School, then hit the Staff tab.
Navigate to any staff members' profile clicking on their row in the table.
Under the Details section, find the custom field you want to delete on a staff member's profile.
While hovering over the label, a setting icon will show up–click the icon.
Click Delete, then confirm you would like to delete the field.