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Global custom fields & export using Form Field Manager
planned
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Travis Motl
Any update on this feature?
Evelyn Tam
How’s the progress on this? We definitely need global custom form fields!
Ben Meredith
planned
Hey folks! Exciting news! We're deep into the process of creating the next-generation of GiveWP Donation Forms, and are having a town hall to show it off. This feature request is one of those we'd love more feedback on as a part of this next generation of GiveWP!
Sign up for the town hall meeting here: https://givewp.com/lps/next-generation-donation-forms/
See you on August 18th!
Ian Anderson
Hi Ben. I have over 300 forms and need to add some new custom fields to them. Obviously it would be incredible if this could be done in bulk rather than having to edit each and every form. It would also be amazing if you could assign certain custom fields to different form categories. Cheers.
r
rik
Hi, is there already progress on this, can we already add global custom fields? Matheus Martins Ben Meredith
Mariona Ayxelá
It's exactly the same I would also really want. At least, it would like to be able to copy one field from one form to another form.
Zack Jenkins
Merged in a post:
Export ALL custom fields
R
Rik
As an admin, I want to export all the information from my donation forms, including all the custom fields.
Right now, exporting a custom field is different from exporting a general field because, differently from the general fields, a custom field is created and attached to a specific donation form, so it's only available for exporting if you filter the exportation by form. I need to navigate to Donations > Tools > Export Donation History > Generate CSV > and click on the form you want to export under Filter by Donation Form. After I select the donation form, scroll down and there will be a section called Form Field Manager Fields which will display my custom fields.
I want the ability to export all of them for all of my forms.
R
Rik
yes I agree, we much need this. We periodically need to export our data, including custom fields, and we have 100+ forms, so exporting form-by-form is really not doable for us. We need to be able to export the whole DB with these custom fields.
Specific fields we need:
- everything related to currency conversion (_give_cs_base_currency, _give_cs_exchange_rate, _give_cs_enabled, _give_cs_base_amount)
- Mollie related fields, in particular "_give_payment_transaction_id"
- categories and tags belonging to each donation (because they belong to the corresponding form) --> a separate export for all forms with corresponding tags and categories would be OK too
R
Rik
And also additional custom fields we would like to manually create for each form
Ben Meredith
Merged in a post:
Custom Form Fields in Donor Dashboard
O
Oliver Berning
We have custom form fields that are the same across all of the donation forms (phone number and contact preferences).
We would like for our donors to modify these in their donor dashboard similar to their other information (like email, name, address, etc.).
Ben Meredith
under review
This will likely be addressed as a part of an overarching effort to help with modernizing and overhauling how Fields are added to the form. This is a great feature request, and I'll add it to the discussion for sure.
It's not officially on the roadmap at this point, but will certainly discuss this.
Tracey French
The ability to create global field elements would be a huge help in setting up new forms or more importantly editing existing forms.
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