Each Meeting Type can be configured with up to fifteen Custom Data text fields which can be used to dynamically populate data into related Agenda, Item Report, or Minutes templates.
Important Notes
- To manage these settings a user must have the Has Access to Meetings Site Settings permission in their User Profile.
- When activated, these fields become available on the Agenda Fields page of your Meetings.
- For instructions on how to change the text that appears in a given agenda custom text field by default, see the Edit Agenda Default Text section of our Manage Default Text article.
Instructions
- Sign in to the system if you have not already
- Navigate to the User Menu, then select the Settings option
- Click the Meetings tile
- Select the Meeting Types tile under the Meetings section
- Click the Custom Data button (yellow star icon) for the desired Meeting Type
- Fill in the details for as many of the fifteen available fields as needed
- Field Name: This is a unique, hard-coded name that is used to reference this field within the Settings
- Field Label: Enter a label that will be used in place of the Field Name when viewing the Agenda Fields page
- Visible: Toggle to indicate whether the field is visible or not on the Agenda Fields page
- Req. (Required): Toggle to indicate whether this field must contain content when saving the Agenda Fields page
- Merge Tag: This is the unique hard-coded Merge Tag that can be used in your templates to dynamically pull the content of this field
- Click the Save Changes button
- The Custom Data text fields have been configured
Notes:- Changes to Custom Data will be available the next time you visit the Agenda Fields page of a meeting that uses the selected meeting type.
- You can Edit Agenda Default Text to change the text that appears within a custom text field by default.
- Changes to Custom Data will be available the next time you visit the Agenda Fields page of a meeting that uses the selected meeting type.
Comments
Let us know what was helpful or not helpful about the article.2 comments
How do I change the actual text? Where do all these custom items sit where I can see them and make changes to them?
Hi Beth A. Walls. Thank you for your questions!
To change the text that appears in a custom data field for all meetings of a particular meeting type by default, you will want to click the Default Text button (the blue capital-T icon) to the right of a Meeting Type's name. We have some instructions on how to do this in the Edit Agenda Default Text section of our Manage Default Text article.
To view the custom data fields for a particular meeting, you will want to navigate to that meeting, click the View menu, and select the Agenda Fields option (if there is one available for the meeting type). You can see and make changes to all active custom data fields on this Agenda Fields page.
I hope this information helps! We very much appreciate your feedback and have made some updates to this article and our Manage Default Text article to better clarify the Custom Data function.
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