Custom Fields can be created in order to display certain information in various areas of an engagement, operating like a Macro. For example, using a Custom Field to fill an advisor's rep code in on an agreement.

There is a maximum of ten custom user fields and ten custom team fields.

Custom Fields can be created at the user-level by navigating to Settings > Users and clicking on the user in question.

Please note: If you are the Administrator of your subscription, you will start the Custom User Field process in Settings > Profile and your Custom Field button will be in the upper-right hand corner of the screen.

Click the New field button.

Fill out the name and value for the new field, then click Create field.

When adding a Custom Field, the 'Name' will be what appears in your Advisor macros dropdown when adding one to your forms. The 'Value' will be what appears on the engagement when created.

Now, when I am adding a macro to my text box, I can select my 'RepCode' field. I could also copy/paste the [%advisor.repcode%] to use in Titles, Emails, Descriptions, etc. on my Form Engagements.

When the template is used, the field will pre-fill with the custom value.

Company Custom Fields function just like User Custom Fields, with the main difference that, when created, they are available to all users on that team.

If we had created the Custom Field at the Team level instead, we would find our macro under 'Company Macros'.

A Calendly or GReminders link can be created as a custom field and used in the Calendar App Element. If the custom field URL is not available or is invalid, the Calendar App field will be hidden in Form Engagements.

Click the 'use custom field' button:

Then select the Custom field that contains a calendar link from the dropdown:

Note: Macros will not function in Preview Mode. You will want to create a test engagement to see how these behave.

Keywords: Custom Fields, Custom Macros, Macros