The Custom Data Field in Item Files can be used to include information and/or links to document(s) or other media related to an agenda item and have that link appear on the Agenda View in the Public Portal as well as be included in an Item Report using a new merge tag. This feature is not intended to replace any existing functionality but rather to give an alternate method of presenting this information.
The field will accept plain text (for descriptions, additional information, etc.) and hyperlinks placed in the field, which can simply be copied and pasted into the field. There is no need to do anything else. Hyperlinks placed in this field to an outside document will not pull the document into the agenda packet.
Activation
To utilize the Custom Data Field, you will need to submit a support ticket to the CivicClerk Support Team to turn on this feature. If you wish for the information contained in this field to be included in your Item Reports, please include in your ticket that you would like your Item Report to be updated to include this information.
Use
When the Custom Data Field is enabled, navigate to an Agenda Item, then use the drop-down menu to select the Item Files page. You should see a field under Attachments labeled Custom Data. In the field, enter the text and/or hyperlink.
By default, the Show on Public Portal is defaulted to "Yes", but if you do not want this to be visible on the Public Portal, toggle over to "No." Click Save to save custom data field settings.
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