---
title: Creating a Custom Field
description: This guide is to walk the reader through creating a custom field.
---

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# Creating a Custom Field

## This guide is to walk the reader through creating a custom field across any module, the only thing to keep in mind is some of the areas may change where you can put a custom field against. Some modules do not have custom fields.

1. 1. To create a custom field, click on ‘Configuration’.
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-56-26-1677-AM.png?width=670&height=325&name=undefined-Sep-22-2025-11-56-26-1677-AM.png)
     2. Then click on ‘Custom Fields’.
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-56-32-8201-AM.png?width=670&height=325&name=undefined-Sep-22-2025-11-56-32-8201-AM.png)
     3. You can add a new custom field by clicking the plus symbol.  
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-56-39-0238-AM.png?width=670&height=329&name=undefined-Sep-22-2025-11-56-39-0238-AM.png)
     4. The ‘Name’ field is where you will state the question of the custom field. 
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-56-46-3862-AM.png?width=670&height=327&name=undefined-Sep-22-2025-11-56-46-3862-AM.png)
     5. If you tick ‘Required’ it will force this custom field to be used, preventing Progression unless this custom field has been completed.  
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-56-53-3378-AM.png?width=670&height=329&name=undefined-Sep-22-2025-11-56-53-3378-AM.png)
     6. If you leave ‘Editable when in use’ unticked this means it will lock down both the question and the answers, meaning you will not be able to change them later.  
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-56-59-2696-AM.png?width=670&height=329&name=undefined-Sep-22-2025-11-56-59-2696-AM.png)
     7. ‘Type’ dictates where that custom field will display and it is different between the modules. Use the drop down to select a person, person event or an Visit. Then depending on the type you will be able to select a subtype.  
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-57-36-1329-AM.png?width=670&height=329&name=undefined-Sep-22-2025-11-57-36-1329-AM.png)
     8. In ‘User Input Configuration’, this will allow you to select which way the custom field is answered. You can have this set up in a text box, number box, date format or a customisable list. 
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-57-42-8252-AM.png?width=670&height=329&name=undefined-Sep-22-2025-11-57-42-8252-AM.png)
     9. In ‘Roles’ you can select who will be able to view that information. Use the tick box next to the role to indicate if anyone is assigned to that role, they can view that information. 
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-57-53-6244-AM.png?width=670&height=329&name=undefined-Sep-22-2025-11-57-53-6244-AM.png)
     10. When done, click the green save icon. N.b. If you are not ticking ‘Required’ I would double check it before saving, as this will be your final chance.  
         
         ![A screenshot of a computer
         
         AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-22-2025-11-57-59-7394-AM.png?width=670&height=327&name=undefined-Sep-22-2025-11-57-59-7394-AM.png)

 

 

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