Organizing Custom Data Fields

From the Custom Data Views page, custom data fields can be placed on various pages of the student record, including:

• Student Profile – This is where you can put non-year specific custom data such as student demographics.

• Academic Years and Payment Periods – This is where you can put data that is academic year- or payment period-specific, such as a field indicating the student's interest in summer for that academic year, or a field indicating if the student has a business office hold for that payment period.

• Aid Package – This is where you can put information regarding a student's aid package, such as a scholarship ranking score. Custom data placed on this page is academic year-specific.

• Student Employment – This is where you can put information about a student's work-study. Custom data placed on this page is academic year-specific.

• Other Custom Data – This page can display all other custom data fields not associated elsewhere and allows you to customize the layout so that the data you create is displayed in customizable sections that include section titles and descriptions. Custom data placed on this page is academic year-specific. For more information on setting up custom section titles and descriptions in the Other Custom Data view, click here.

To organize your custom data fields, complete the following steps:

1. Navigate to Custom Data Views within System Administration.

1. Select System Administration in the top navigation bar to open the System Administration menu along the left side of the page.
2. Expand the Student Record Fields options in the left navigation menu and select Custom Data Views.

1. Select the custom data view to which you want to add the custom data field.

If you're adding a field to the Other Custom Data view, see the instructions for organizing Other Custom Data views.

1. Add a row for your custom data field in the custom data view.

1. Select Add New at the bottom left of the table.

   

2. Enter the Display Sequence for the custom data field. This is the order you want the field to be listed in the associated Custom Data section of the student record.
3. In the Custom Data Field column, select the custom data field you want displayed in this section of the student record from the dropdown list. This list includes custom data fields that have previously been created and associated with this area of the student record. To create a new field, see the instructions for creating custom data fields.

1. Select Save.

A success message is displayed in the upper right portion of the page letting you know the custom data view has been updated.

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