Manage Extended Structure

Extended structure allows custom fields, which are populated as part of the Organisation record, to be created.

Adding Organisations

To add a member type, go to People -> Membership -> Organisations. The following view will be presented:

1. Select Template:

Supplementary fields may be divided into Tabs, with each Tab having a dedicated level of access.

2. Configure the Default tab:

3. Edit/configure:

Label

Enter an appropriate label for the Tab.

Access type

Select the required option. Note:

Public means any user able to view the record may view the content of the tab.

Private means system users may view the Tab and its contents.

Administrator means only users with the Membership Administrator privilege may view the tab and its contents

4. Drag and drop the required elements:

Organisation Short Text ElementCreate a single line text box for recording additional information about an Organisation.
Organisation Long Text ElementCreate a multi line text area for recording additional information about an Organisation.
Organisation Asset ElementAdd an in-line Asset to the Organisation extended record Template.
Organisation Date and Time ElementAdd a Time and Date reference to the Organisation extended record Template.
Organisation Link ElementAdd a URL to the Organisation extended record Template.
Organisation Select List ElementAdd the content of a Shared List to the Organisation extended record Template.
Organisation Number ElementAdd a numeric only text box to the Organisation extended record Template.
Organisation Uploaded File ElementAdd a Browse option to allow documents to be attached to the Organisation extended record Template.
Organisations Address ElementAdd an address entry element to the Organisation extended record Template.
Organisations User ElementAdd a choose option to record the details of an Easysite user against the Organisation extended record Template.
Organisations Web ElementAdd a text field to record a website name and URL against the Organisation extended record Template.
Organisations Telephone ElementAdd a text field to record a telephone number against the Organisation extended record Template.
Organisations Email ElementAdd a text field to record an email address against the Organisation extended record Template.
Organisations Fieldset ElementDivide the Organisation extended record template into discreet sections.
Organisation Content ElementAdd an explanatory comment to a FieldSet within the Organisation extended record Template.

5. Add additional Tabs as required.

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