Custom Fields
What are Custom Fields
Custom field allow you to create and collect exactly the information you want, giving you more control and customization of your site. In Welina they can be used to collect and track information for retention purposes, but they can also be used in your Lesson Note Templates to collect pertinent session information needed for insurance compliance.
Custom Field Types
There three different types of custom data fields that can be added to either your client programs, lesson notes, staff profile, and/or client profile. 
If you would like to use a custom field from staff/client profiles as a dynamic field in a lesson note template you must complete the information requested from the custom field added in the staff/client profiles in order for that information to correctly show in the lesson note. If you leave it blank on the staff/client profile it will remind blank on the lesson note.
When a custom data field is added to a Staff or Client profile it will also be accessible as a dynamic field for your lesson note template. (Quick reminder that Dynamic fields are smart fields that pull relevant information at the time of lesson note execution).
Below we will break down how each of those fields show up when used.
Text
Text will show up as field in which you can free type information into a text box. Think open summary or description info that might vary across user
Single Select
Single select will allow you to create a list of entries. Staff will be able to see the list and choose one option from that list. Think multiple choice but pick only one.
Multi Select
Multi Select will allow you to create a list of entries just like single select except staff can choose multiple options from that list. Think multiple choice, pick as many as are applicable.
How to Add Custom Fields in Lesson Note Templates
- To add a custom field navigate to Organization Setup > Custom Data Fields
- Click
- Enter the field name that you want to display connected to the data type for your staff to see
- Select the Data type you want to use
- If using one of the single or multi select build your list (note: as the list grows you may need to scroll down on the list)
- Choose the Module you want the custom field to show up in
- Toggle the required column to "Yes" if you want the field required to completed before staff can save (fields are set to not required by default)
ALL custom fields added to Staff and Client profiles can be added to a Lesson Note Template. If you have specific information needed in a lesson note like a staff credential, or client medical ID number you will want to create a custom field first, linking it to the respective profile. You will then go to the profile to fill in the information specific to each staff or client. When building out a lesson note you can then find your staff and client custom fields in the Dynamic field drop down at the bottom of the list. See an example below.
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