Define Custom Fields for Xenial Sites

Define custom fields to manage unique values for sites in the company. Custom field examples: Region, Crowd Capacity, and Days of Operation.

When a new site is added or when details about an existing site are edited, these custom fields are available from the Custom Fields page on the Create Site and Edit Site editors.

To define custom fields for Xenial sites:

Step 1: Open Custom Fields

  1. From the navigation menu on the right, select Xenial Home.

  2. From the navigation menu on the left, select Settings and Tools.

  3. From the Settings and Tools menu, select Custom Fields.

Step 2: Select Sites

From the Section column, select Sites.

  • Sites is the only section available at this time.

Step 3: Add a New Section

  1. Select Add New Section to open the Add Section form.

  2. In the Section Name field, type a name for the new section.

  3. Select Create.

  4. Add as many sections as needed. The following controls are displayed next to each listed section:

    Control

    Description

    pencil icon

    Edit the properties of the section.

    single up arrow

    Move the section up one level.

    single down arrow

    Move the section down one level.

    grey "x"

    Remove the section.

Step 4: Add a Field to a Section

  1. Select Add New Field to open the Add Field window.

  2. From the Type dropdown menu, select the type of field to add.

    • Text Entry - A field where text is typed. The maximum field value for a text field is 1024 characters.

    • Toggle - An option to toggle On/Off.

    • Drop Down - A dropdown menu from which the user selects the desired option.

  3. In the Label field, type a name for the field.

  4. Set the Required toggle to On if the user is required to type (or select) a value in the field.

  5. In the Help Text field, type an instructional note to help the user understand the purpose of the field.

  6. In the Placeholder Text field, type the text to display in the field when the section is first opened. The user replaces this text when they type their own value in the field.

    • A preview of the new field is displayed in the Preview section.

  7. Select Save.

    • Add as many fields to the section as needed.

    • The following controls are displayed next to each listed field.

      Control

      Description

      dot menu

      Select and drag the field to a new location in the section.

      pencil icon

      Edit the properties of the field.

      grey "x"

      Remove the field from the section.

Step 5: Save the Section

  1. Repeat steps 3-4 to add additional sections and fields as needed.

  2. Select Save.