User defined fields (UDFs) are used to gather additional information about an exhibitor. You can also use the UDFs in the Exhibitor Portal. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDF's).
To assign a user defined field set for all exhibitors:
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event for the exhibitor user defined fields.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Configuration tab.
- Expand the Details section.
- Select the UDF set to use from the Exhibitor User Fields Type drop-down. Only UDF sets created in the Opportunity Types screen under the Exhibitor Sales section of the Main Menu are available for selection.
- Click OK. A User Defined Fields tab is available on the Add/Edit Exhibitor screen with all the UDFs in the UDF set. The UDFs are also available for selection during Exhibitor Portal configuration.
Comments
1 comment
Hey,
is it possible to define user defined fields that cannot be editable for the exhibitor?
e.g. we want to provide individual codes for an exhibitor, but wenn filling the udf in backoffice on the exhibitor when it is displayed in the front end app he can chande this code. How do it configure to make such a field only read and not editable.
Thanks and cheers
Christine
1 upvotes
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