Custom fields allow you to personalise your data collection process by adding custom data fields and collecting information that otherwise doesn't fit into the splose default fields. With custom fields, you can gather the exact information you need to streamline your workflows and gain deeper insights into your data.
What are Custom Fields?
Custom fields are additional data fields you can include in a client record, which might have previously been stored in the Other details section. These fields go beyond the standard options splose offers and allow you to capture information unique to your needs.
Why Use Custom Fields?
There are many reasons to leverage custom fields in your splose forms:
Automate Data Collection: Add custom fields into your online forms and have the data collected in custom fields automatically populate into the client record.
Gather Specific Data: Collect information critical to your business processes that isn't covered by the default splose fields.
Improve Data Accuracy: Ensure clients enter data in the correct format by specifying field types.
Export Data for Enhanced Reporting: Custom fields allow you to generate more comprehensive reports tailored to your specific data.
Streamlined Workflows: By collecting the data you need upfront, you can automate tasks and save valuable time.
Splose Custom Field Options
Splose offers a variety of custom field options to suit your needs. Here's a breakdown of the most common types:
Short text: A basic text field for capturing short entries like names, IDs, or codes.
Long text: For lengthier entries like descriptions, feedback, or open-ended questions.
Multiple choice: Allow users to select one or more options from a list.
Dropdown: Present clients with a predefined list of options to choose from, ensuring consistency and data quality.
Numerical: Ideal for collecting numerical data like quantities, amounts, or scores.
Date picker: A date picker field for gathering specific dates or timestamps.
How to Use Custom Fields
Adding custom fields to your Splose forms is a breeze. Go to Settings > Business > Custom Fields and click "+ New custom field".
Enter a Field name and Select a field type.
Complete details required from the custom field type.
For certain field types, you can drag and drop responses during and after creation.
Then click Create.
Custom Fields in the client record
Any custom fields created that have "Display in client details" enabled will show in the client details page and be available for use.
Once saved, the custom fields will be displayed in the view mode.
Using Custom Fields in Online Forms: A Powerful Addition
Custom fields open doors for a more efficient and informative client experience. Here's how you can leverage them to streamline your form creation and data management:
Capture Client-Specific Information
Go Beyond Standard Fields: Standard fields cover common data points like name and email, plan dates, medical history and more. Use custom fields to capture details unique to your organisation or client interactions. Need a field for "Preferred Contact Method" (phone, email, text)? A custom dropdown makes it easy.
Targeted Onboarding: During client onboarding, gather essential information upfront using custom fields.
Pre-Populating Client Records
Save Time: When a client submits a form with custom fields, that data automatically populates their client record in splose. No more repetitive data entry, saving you and clients time and reducing errors.
How to Add Custom Fields to Online forms
splose makes adding custom fields to forms a breeze. Head over to Settings > Automation > Forms. Create or edit an existing online form.
In this section, you'll find a drag-and-drop interface where you can easily add any custom field type (short text, dropdown, etc.) to existing or new forms.
Drag and drop the desired custom field type where you want it on the form, configure its settings (label, required field, etc.), and you are ready to go, simply click Save!
The visual layout allows you to see exactly how your form will look and function.