Update names, change the display order, or delete categories, custom fields, and values. You can also make custom fields required, move them to another category, or deactivate custom fields or their values.
To access categories, custom fields, and values:
- Click .
- Select the custom field location.
- Categories: Click Edit.
- Custom fields: Click the custom field.
- Values: Click the value.
Organize Categories, Custom Fields, and Values
How the categories, custom fields, and values are ordered in the Settings area is how they appear in other areas of Bloomerang. A good order can increase data entry speed.
To reorder the categories, click beside the category name, and then drag and drop it into place. The new category order saves immediately.
Custom Fields and Values
Click AZ or ZA to sort the custom fields or values alphabetically. Or drag and drop them to create your own order. Move custom fields to another category by dragging and dropping. The order saves automatically.
Make Custom Fields Required
Required means you must enter data into that field before you can save the data entry screen. To make a field required:
- Open the custom field.
- Check Required.
Required fields are labeled in green.
Deactivate Custom Fields and Values
To remove custom fields or values on data entry screens and online forms:
- Click next to the name.
- Click Deactivate.
Deactivating does not erase existing data. Custom fields that already had data continue to display their values. If a deactivated value was used on a form, the form is refreshed to remove the value.
In the Settings area, deactivated fields and values appear in italicized, gray font.
Remove from FormsIf a custom field you want to deactivate is being used in an active online form:
- Click the form's name in the error message. The form opens in a new browser tab.
- Remove the custom field from the form. In event registration forms, remove custom fields that are used for registration type or ticket quantity by reassigning them to a different custom field.
- Click Save.
- Repeat steps 1-3 for every form listed.
- Click Try Again.
Delete Categories, Custom Fields, and ValuesDelete empty categories and custom fields that are not in use. A custom field cannot be deleted if it is being used:
- on a constituent's profile, transaction, interaction, or note
- as a merge field, or in a data table of a letter or email
- as column or filter in a report
- on an online form