Creating Custom Fields
The Echo Mobile platform comes with its own Standard fields. They include: Internal id, Name, Full Name and Location.
Therefore there is no need to replicate these fields by creating custom fields for them. Custom fields are user defined fields that you create and can use to fill out respondent databases.
What are Custom Fields?
Custom fields allow you to filter your data, do location-based mapping, compare results and personalize messages.
To create a custom fields, do the following:
- From the Left hand menu, navigate to More
- Click on “Fields”
- Once in the Fields page, you have the option to create a single field or upload a large number of custom fields using batch upload.
Manual Creation
To create a single custom field, do the following:
- Under Fields, click on ‘Create Field’
- In the Add Field pop-up window, under Label enter the name of the field, e.g. ‘Age’
- Leave the "Key" text box blank as it will be automatically generated once the field is created
- Select the field type that matches the data you which to populated in the field e.g number. The field type location will require you to further specify the location type, e.g. Country, District, County...etc. Remember to include this.
- You can also include tags (optional)
- Click on ‘Save’ once done.
Batch Field Uploads
To upload a batch of custom fields, do the following:
- Under Fields, Click on " Upload Batch of Fields" . This will enable the upload batch options
- When uploading a large number of fields, we recommend that you download and use the excel template provided in the platform’s, fields page. To do this, Click on “Download Sample Template”
- Fill in the columns in the excel document depending on what you require. It is important to include the Field ‘Name’ and Field ‘Type’. Therefore do make sure that the two columns are filled
- Save your document once you are done copying the information in the excel sheet.
- Drag & Drop the file or click to choose the file on the up-loader to import the custom fields.
- Your newly created fields should now be listed on the fields’ page. Refresh
the list in case your field has not yet appeared.
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