Restricting Custom Fields to a Group

Before you begin

To tailor your member database to your needs, you can configure Custom Fields in the profile so they are only shown to members of a specific group.

This lets you collect information specific to a certain type of person. For a volunteer group, for example, you can ask how much time they can dedicate to the nonprofit.

For more information about Custom Fields, check out this article.

Restricting profile fields to a group

From the main platform

Go to Community > Settings and click the edit icon for a Custom Fields Category.

Restricting fields to a group is done at the category level, so you'll need to create a category first, then add the fields you want to restrict to it.

You can then select a group to restrict the category to in the dialog that appears. Custom Fields in that category will from then on only be shown to members of that group.

Once created, the group-restricted category will appear under a dedicated section labeled Information restricted to the group [chosen group name].

From an advanced group

Open your advanced group from the Community > Groups page, then go to the group's Community > Settings page.

This page lists the information collected from group members. Fields created at the global level that apply to all members cannot be edited from within the group.

You can, however, add or edit Custom Fields Categories or Custom Fields that apply specifically to your group's members.

By default, fields and categories created at the group level are not restricted to that group. You'll need to enable this option when creating them.

You can also edit a category already restricted to an advanced group to further restrict it to a simple group within that advanced group.

Displaying fields during an online sign-up

Fields restricted to a group will only appear during sign-up when both of the following conditions are met:

• The registrant is going through a Membership Campaign.
• They select a pricing tier that, once chosen, adds them to the group linked to the field.

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Dynamic groups will not appear in the assignment list. Only fields restricted to fixed groups will be shown during sign-up.

• Then set the fields to Optional/Required in section 5 - Form.

• Save.

During sign-up, once a registrant has selected their option, the next page will display the fields restricted to that group for them to fill in.