When you request an abstract you may require some extra information about the person submitting the abstract. This article will take you through how to create both a Global Author Custom Field as well as a Request Specific Author Custom Field.
Here are the differences between the two:
Global: This field will automatically add itself to all requests, meaning that you don't have to add it each time if it's information you always want from an author that isn't currently being recorded.
Request Specific: This one only applies to the request you apply it to. It may be a one time piece of information you require for these abstracts.
This article assumes you have Enabled Abstracts for your Event and are familiar with Requesting an Abstract.
To create a Global Author Custom Field
- Navigate to your Global Settings (The cog in the top right next to your name) > Events > Author Custom Fields
- Click on Add Custom Field
- Fill in the Form.
- Name: The name of the custom field, this is what the author will see when they go to fill it out.
- Type: The type of information you are requesting. For example a name or company would be small text, a description might be large text, you might want them to select from a list of options and such.
- Is Visible To Contact: This means do you want the author to fill it out, or will you fill it out on the back end? If you want them to fill it out, leave this as Yes
- Is Required: Does this information have to be filled out to proceed.
Click Save.
This is now set to be included in all requests you have set up and any future ones you create, automatically.
To create a Request Specific Author Custom Field
- Navigate within your event to Abstracts > Author Custom Fields
- Click on Add Custom Field
- Fill in the Form.
- Name: The name of the custom field, this is what the author will see when they go to fill it out.
- Type: The type of information you are requesting. For example a name or company would be small text, a description might be large text, you might want them to select from a list of options and such.
- Is Visible To Contact: This means do you want the author to fill it out, or will you fill it out on the back end? If you want them to fill it out, leave this as Yes
- Is Required: Does this information have to be filled out to proceed.
- Apply To: This field determines who this field applies to. The options available are All Authors, Only Presenters, or Only Authors. Only Presenters means it will only apply to those who are marked as presenting it, and only Only Authors is anyone who isn't presenting it.
- Apply To Request: Here is where you select which requests this custom field applies to. All Requests means all requests within this event, Selected Requests mean it applies only to the requests you tick within this event.
Click Save.