Storing Data with Custom Fields

How to Add Custom Fields in Qualy

Qualy comes with default fields for student information (email, first name, last name, etc.). But you might need to store additional data. This guide shows you how to add custom fields for things like emergency contact information.

Adding a Custom Field

Here’s how to add a custom field:

1. Go to Settings in your Qualy account.
2. Select Custom fields .
3. Click the “Add custom field” button.
4. Give your field a unique internal name (this will be used in reports).
5. Enter a display name that’s user-friendly (e.g., “Emergency Phone Number”).
6. Decide if you want to display the field publicly on the student contact portal. This lets students edit the field themselves. It is an advanced feature and Qualy support can assist in setting this up.

Tip: A clear placeholder text helps students understand what information to enter (e.g., “Enter the emergency contact number”).

7. Choose the field type : text, text area (for longer entries), or date.
8. Select when the field should appear: when creating a contact, updating a contact, or both.

Example: Let’s add an “Emergency Phone Number” field for students. You could add it to the “Student Contact” section within your Qualy settings.

Organizing Custom Fields

You can group your custom fields for better organization. Once added, your custom fields will show up in the relevant contact creation or update screens. For example, you might have a section called “Extra Information” where all your custom fields are displayed.

Note: Qualy provides first-class support to help you set up and manage custom fields.

Using Custom Fields in Reporting

You can use custom fields in Qualy reports in the same way you’d use any other field. You can easily extract and analyze this information.