Custom Fields

What are Custom Fields and how can I use them to help plan my event?

Lineup Ninja has a pre-defined set of fields for data like speakers and sessions. For example, a session may have a ‘Title’ and ‘Description’.

Custom Fields are a way to add extra fields to Lineup Ninja that are specific for your event. To help you think about how Custom Fields can be utilized within your event, we have made the following list of how our clients use Custom Fields.

You can also add Custom Fields to Labels, Locations, Tracks and Resources.

Why do I need to create custom fields?

Custom Fields are essential to map data from the Submission Flow side of Lineup Ninja, to the Agenda Planning side and to all subsequent integrations (website, app, digital signage).

It is important to use the appropriate question in the Form Designer and Review Questions for the type of data you want to collect. Lineup Ninja can then store it in the correct field and copy it to your Agenda. If you can’t see a question for the data that you need to capture within the Form Designer, we strongly advise creating a Custom Field (or Label), then adding a question that maps to it. Otherwise, if you create a custom question that does not map to anything, the answers cannot be copied to your Agenda.

What types of data can I store in a Custom Field?

The following data types are available:

• Short Answer (One Line)
• Paragraph (Multiple Lines)
• Number
• Choose Many - Allows the selection of one or more values from a list
• Choose One - Allows the selection of a single value from a list
• E-mail Address
• Website Address
• Date

How do I create and manage Custom Fields?

Custom Fields are easy to create:

1. Navigate into your event and click on  Custom Fields   in the left-hand menu
2. Scroll down to the type of data you would like to add the field to. For example, ‘Speaker Fields’
3. Choose an icon for the field form the selection, or search for one from a selection of over 3,000
4. To create the new ‘Custom Field’, click  on the right-hand side
5. Enter the Field Name and Field Type and click save

Can I change a Custom Field after creating it?

After a Custom Field has been created you can:

• Change the name of the field
• Change the icon for the field
• Add, rename and delete the available options for ‘Choose One’ and ‘Choose Many’ fields
• Choose whether the field should show automatically on tables. This setting applies to all team members. If you turn it off and on again then all team members will see the field, even if they have previously disabled it.

You cannot change the type of the field, for example, you cannot change it from number to a text field after it is created.

How do I copy Custom Fields from one event to another?

You can copy Custom Fields as part of the Copy Event process. If you copy Labels, Locations, Tracks, Resources and Custom Fields at the same time, then the values set for those objects will also be copied.

Can I use Custom Field data in email templates?

Depending on the version of Lineup Ninja you are currently using, you may have to activate Speaker Confirmation to use Custom Field data in email templates.

1. If you are using the Speaker Portal  > then custom fields are available in your email templates.
2. Agenda Planning  >  Speakers > Confirmation  - If your speaker confirmation lives here, you will need to ensure it is activated to use custom fields in email templates

To use Custom Fields in e-mail templates, when editing you will see additional placeholder values you can use in your template. For example, if you have a custom field called Rehearsal Date then you will see a placeholder {{rehearsal_date}}. You can click on the placeholder to copy it to your clipboard and then paste it into the template.

Can I attach files to a Custom Field?

Files cannot be attached directly to a Custom Field. Instead, you should use File Types to add custom types of files.

How do I delete a Custom Field?

1. Navigate into your event and click on Custom Fields  in the left-hand menu
2. Scroll down to the type of data you would like to add the field to. For example, ‘Speaker Fields’
3. Click   on the Field you wish to delete and click ‘Confirm’

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How to use Custom Fields

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How do I manually input the data for each Custom Field?

To manually input the data for each Custom Field, you have two options:

1. Navigate to the item you wish to input the data for (e.g. a specific speaker/ session). Scroll down to view the Custom Fields you have configured and click  to edit
2. Navigate to the list page of the items you wish to input the date for (e.g. speaker/ session). Click  and add the fields to your table. You can then edit the values as you would for any other column.

How do I use a Custom Field in a Submission Flow?

You can use Custom Fields with your Submission Flows to gather additional data from your submitters.

To add a Custom Field question into a Submission Flow, follow these steps:

• Navigate to Custom Fields  and create either a ‘Speaker Field’ or ‘Session Field’ depending on the type of data you want to gather
• Now navigate to the Form Designer  in the Submission Flow you want to add the question
• In the section you want to add a question, click  next to ‘Add a question to this section’
• Click  next to ‘Ask the submitter for data that will map to a Session/Speaker Custom Field’
• Select the Custom Field from the drop-down menu and click Save
• Configure the question as normal and it will now be created and linked to the Custom Field

How do I use a Custom Field in the Speaker Portal?

You can use the Speaker Fields to gather additional data from your speakers in the My Profile section.

All Speaker Field types can be used in the Speaker Portal.

To add a Custom Speaker Field question to the My Profile section of the Speaker Portal, follow these steps:

• Navigate to Custom Fields  and create a ‘Speaker Field’
• Now navigate to the My Profile section of the  Speaker Portal
• Click the blue   to edit the My Profile settings
• Scroll to the bottom of the My Profile questions where you will see your Custom Speaker Field questions
• Click either ‘required’, ‘optional’ ‘view only’ or ‘hidden’, depending on how you want to configure the question
• Click save

How are the colors for Custom Field’s option’s useful?

When using the ‘Choose One’ or ‘Choose Many’ Field Types you can assign a color to each option. These will then appear when the field is shown on the Agenda Planner, or in the list views. This enables you to more quickly get a visual overview of the values associated with each session.

For example you could use a Custom Field to help track gender diversity in your agenda. If you create a Custom Field for Speakers like this:

You can then show that data on the Agenda Planner:

How are the icons for the Custom Field’s used?

You can choose a icon for your Custom Field. If you do it will be used in the following locations:

• On the Agenda Planning board if you add the field in the settings.
• When editing the corresponding Session, Speaker, Location etc..
• WHen sharing the Custom Field in the Agenda App. (Currently for ‘Short Answer’ fields on Sessions only.)

To change the icon for the field edit the field on the Custom Fields page. Choose one of the selection or search for one from over 3,000 icons.

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Next - File Types

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Still can’t find what you’re looking for? Email support@lineupninja.com and one of the team will get back to you as soon as possible.​​​​​