Custom fields let administrators add tailored data fields to key entities—such as Products, Courses, Live-trainings, Customers and Users. This allows for more flexible categorization, filtering, and reporting across the platform.
Where Custom Fields Can Be Added
If you navigate to the object you want to add custom fields too, click into it and open the details tab - look for the button that says "add custom fields".
Products – e.g., risk class, release date
Courses – e.g., training level, duration, certification category
Live-trainings – e.g., training type, location, segment
Customers – e.g., region, internal CRM ID, account type
Users – e.g., job title, license number, department
Use Cases
Segment users by internal roles (e.g., “Technician,” “Nurse”)
Filter courses by region, duration, or training type
Link customer data to your CRM or support systems
Track product-specific attributes like version or risk classification
Field Types Available
When adding a custom field, you can choose from the following field types:
Currency
Date
Date and Time
Multiple Choices (checkbox style)
Number
Radio Buttons
Select from Dropdown
Text (single-line)
Text Area (multi-line)
Managing Custom Fields
After adding a custom field, you'll see three icons next to each entry:
Edit – Change the field label, type, or options
Delete – Remove the field permanently
Move – Reorder fields by dragging them into position
By clicking edit (
) you can change the name of the field, add translations and of course add other types of custom data.
📌 Don’t forget to click Save to apply any changes.
Live-Training Custom Fields:
A custom field added to a live-training event can be displayed as the certificate-title dynamically in a few simple steps.
Step 1: On the details tab, in a created live-training event click on the button "add custom fields".
Step 2: Create a dropdown field (for this process other types of field cannot be used dynamically as a certificate title) and give the field a title for example "Training Type".
Step 3: Add more than 1 option (for example On-site | Off-site | Remote ). This will give users the option of selecting one of the options from the dropdown
Step 4: In the General settings under the certifcates tab, scroll down to find the Live Training Certificates Template. By entering {{Training Type}} in the Certificate Title field, will tell the system to automatically replace that placeholder with the selected value.
📌 Be careful of correct capitalisation in the field, like in the following example {{training type}} would not work, and the correct value would be {{Training Type}}.