Using Custom Session Fields

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Use custom session fields to add internal information about a session, such as the type, building, or audience. You can later run reports on these fields.

Adding a Custom Session Field

1 Access the Custom Fields page. Click the App Switcher Icon icon in the top-right, then select Admin from the dropdown. From the left-hand navigation, under General, click Custom Fields.

Select Custom Session Fields from the dropdown.


2 Add the custom session field. Click Create Custom Field.
 
NOTE: The button will not appear if you have reached the limit for your account.

Name the custom session field. Feel free to reuse this name in the Code textbox. The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance to fellow users who are adding or editing sessions. In the example below, the help text explains what users should enter in the Audience field.

Basic Information

Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time - Provides a series of dropdowns for each collected field. To make date selection faster, ensure "Display pop-up calendar" is set to Yes.
  • Open Ended Text - One Line - Generates a textbox sized for a single word or sentence. You can specify the format people must use in the textbox, such as email addresses or phone numbers. Hover over the question mark next to the Answer Format dropdown for an explanation of each.
  • Open Ended Text - Comment Box - Generates a larger textbox with a set character limit.
  • Choice - Single Answer (Drop-Down) - Displays your entered answers in a dropdown.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) - Positions your entered answers in a dropdown alongside a vertical list of checkboxes.
  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of checkboxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of checkboxes.
 
NOTE: Choice fields in horizontal or multi-select box format currently display as a vertical choice in Flex events.

Click Save.

3 Add information to your sessions. Click the App Switcher Icon icon in the top-right, then select Events from the dropdown.
Select your event. From the left-hand navigation, click Agenda, then Session List.

Add a session, give it a name, and click Save. Or, click the name of an existing session.

Click Edit. The Details tab opens by default. Select the tab to the right, Custom Fields. The custom fields you created appear here automatically. Use them to describe your session.

 
Custom Session Fields
 
Click Save.
 

Running Reports on Custom Session Fields

1 Create a report. Begin by selecting your event. From the left-hand navigation, click Reports, then Reports.

 
NOTE: Custom session fields appear in the following reports: Agenda Items - Registration Details, Agenda Items - Registration Summary, Session List, and Sessions Overview.
 
Select Session and Agenda Item Reports from the Category dropdown, then click on a report to run it. Hover over Data in the top right, then click Change Report Data. Click the neighboring tab, Fields, then select Custom Session Fields from the Display dropdown. Click + next to the fields you want to include in the report.

Run Report

Click Run.


Deleting a Custom Session Field

 
NOTE: Deleting a custom field will delete all the corresponding data.

1 Access the Custom Fields page. Click the App Switcher Icon icon in the top-right, then select Admin from the dropdown. From the left-hand navigation, under General, click Custom Fields.

Select Custom Session Fields from the dropdown.

2 Delete the custom session field. Hover over the Downward Arrow to the right of the session custom field, and click Delete. Click Confirm.
 

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