User Information Fields

Last updated: May 14, 2020 by CBT

To manage information fields, click on the “User Information Fields” tab under User Setup.

Adding A New Field Group

1. You can create data fields for students by clicking on the “New Group” button.

2. You will be asked to input the label of your field group. Once you are done, click “Add Group”.

3. You will see your new Field Group on the list of groups below.

Editing A Field Group

1. To change your field group’s label, click on the pencil/edit icon on the upper right corner of the field group section.

2. Edit accordingly, then click “Save Changes”.

Deleting A Field Group

1. To delete your field group, click on the trash/delete icon on the upper right corner of the field group section.

2. On the warning message that appears, click “Delete”.

Adding A New Field

1. On the bottom of the field group section, click on its “Add Field” button.

2. Input the label of your field and the type of input it should be - text, number, dropdown, or file.

3. For dropdown, an editable options list will appear where you can add options by clicking the “Add Option” button.

4. You can state if this field is a required field, editable by user, and/or viewable by the user by ticking their respective boxes.

5. When you are done, click “Add Field”. You will see that your field group now has fields.

Editing A Field

1. You can edit a field by hovering on it and clicking on the pencil/edit icon that appears.

2. Edit accordingly, then click “Save Changes”.

Deleting A Field

1. To delete a field, hover on the field and click on its trash/delete icon that appears.

2. Confirm by clicking “Yes, Delete Field”.

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