Configure system and custom fields

System fields can be configured for the following entities within the management platform.

• Contacts and Organisations
  • Allow you to add additional information and store it directly against a Contact/Organisation's record. 
  • Once configured, these fields can be included within your event website registration form so that data can be captured at the time of registration.
  • Useful for additional contact information that does not change regularly.
  • Included in Event List (Advanced) and Registration List (Basic/Advanced) reports.
• Registrations
  • Allow you to capture and store information on a single registration.
  • Once configured, these fields can be included within your event website registration form so that data can be captured at the time of registration.
  • Useful for data that regularly changes based on a contacts registration.
  • Included in Event List (Advanced) and Registration List (Advanced) reports.
• Leads
  • Used on lead forms to capture interest in your events/general expressions of interest.
  • Can be viewed in Arlo when you look at a new lead received.
  • Included in lead export (CSV).
• Applications
  • Allow you to capture and store information for applications.
  • Once configured, these fields can be included within your application forms.
  • These fields can also be included within your event application forms and Registration Application report.
• Events/sessions
  • Event/session fields can be used to store event/session specific information.
  • Can be included in the Event List (Advanced) report. 
• Venues
  • Allow you to capture and store information against a venue's record.
  • Once configured, these fields can be used to store general information about the venues you use.
  • Can be added to the event, registration and, order lines advanced reports.

To configure fields on your platform:

• Open the Settings menu.

• Select Fields.
• Click on the entity you would like to edit (add, remove, or change) fields on e.g. Contacts.

• All Active, and Inactive fields will be displayed for that entity.
• Follow the below instructions to:
  • Enable an inactive field
  • Add a new field
  • Disable an existing field
  • Edit an existing field
  • Copy and paste options (list items) from Excel or Word

Inactive fields exist on your platform, but will not appear on the platform or in any of your reports.

To enable an inactive field:

• Scroll to the bottom of the Fields page to the Inactive Fields section.

• Hover over the field you wish the enable and click Enable.

• Or, Click Edit and Click Activate.

• The field will be activated immediately. 

Before adding new fields, check that the field you need is not already available in Arlo and needs to be activated. View the preconfigured default fields available in Arlo. If a field exists already, learn how to enable an inactive field.

• Drag a field type to the active fields area to create new a field. The field slider will open. Note: Learn more about the available fields types in Arlo.

• Enter the name of the field being added in the Label field. This will be displayed on the management platform, and on the website (only if the field is being used on a registration form).

• Arlo will use the Label name specified, as the System name of the field. If you would like another system name to be used click Edit and enter the new System name. The system name is the column heading that is used for the field when importing/exporting specific field information.

• Add any additional information you would like to be displayed with the field on your website registration forms, in the Help Text and Description fields.

• Below is an example of help text and a description being displayed on the checkout.

• The following field types have additional settings that can be configured e.g. 'Dropdown' values. View additional field settings.
  • Checkbox
  • Yes/No
  • Yes/No with Text
  • Dropdown List
  • Dropdown List with Text
  • Radio List
• Press Save or Save and Close to save the field on your platform. The field will be added immediately.

Disabling a field means it will no longer appear in the management platform or on any reports. If the field has saved data against it. When re-enabled the data will still be there.

• Scroll over the field in the Active fields list.

• Click Disable.
• Or, Click Edit and click Deactivate.

• The field will then be moved to the Inactive fields list, at the bottom of the page and be deactivated immediately.

To make changes to an existing field:

• Scroll over the field in either the Active or Inactive fields list.
• Click Edit.

• Edit the field settings (Label, Website form settings) as needed. View additional field settings.
• Press Save and Close. The changes will be made immediately.
• Important: If you are editing a field label that currently exists on a registration form, you must:
  • Make the changes to the field(s) in your Fields settings (e.g relabel, add help text, description etc). Save your changes to the field(s).
  • Remove the field(s) from the default forms in Registrations, and/or if you have 'custom' forms, you will need to do this on each custom form. Once you have removed the field(s) press Save.
  • Re-add the field(s) to your registration form(s). You will know if a field has been correctly updated, as when you add it back onto the registration form, it will reflect the new label that you have given it.
  • Check how the registration form displays on the website, to ensure the changes you have made to the field(s) are correctly showing.

Help and description text - Add any additional information you would like to be displayed with the field on your website registration forms, in the Help Text and Description fields.

Example: Help-text displayed on checkout

Checkbox - Choose whether or not the field is ticked, or not ticked by default.

Yes/No - Define the text displayed in the Yes and No options for the field

Yes/No with Text - Define the text displayed in the Yes and No options for the field, and the message to be displayed if Yes is selected e.g. 'Please specify' or 'Select your choice'.

Dropdown List - Press Edit Options List to add the drop-down values.

Each value should be separated by a new line. Use Default Value to specify the default dropdown value. AutoComplete user input enables an auto-complete function where a field has 2 or more characters entered.

Dropdown List with Text -  Press Edit Options List to add the drop-down values.

Each value should be separated by a new line. Use Default Value to specify the default dropdown value. AutoComplete user input enables an auto-complete function where a field has 2 or more characters entered. You can also define the message to be displayed if the field is blank e.g. 'Please specify' or 'Select your choice'.

Radio List - Press Edit Options List to add the Radio List values.

Each value should be separated by a new line. Use Default Value to specify the default value selected on the list.

On any of the fields that contain list items, you can copy and paste items directly from Excel, and other sources into Arlo, as long as the items are listed on separate lines.

• Copy the list items from the external source, for example, Excel.

• Paste the list items into the List items section on the field you would like to use them on. Note: To extend the List items control, drag the corner out.

The following instructions outline how to add different field types to your forms in Arlo.