Organizations Manager: Built-In Fields and Custom Fields

The Built-In Fields and Custom Fields sections of the Organization Manager tool allow you to manage fields that appear on the organization profile block.

Jump to Section:

• Built-In Fields
• Organization Profile Sections
• Custom Field Actions
• Create and Edit Custom Fields
• Map and Sync Custom Exhibitor Fields from Global Admin
• Sync Product Category Fields from Global Admin

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Built-In Fields

The Built-In fields section in the Organization Manager allows you to toggle visibility and edit permissions for the 16 default fields on the organization profile.

Selecting the Hide this Field? radio button removes the field visibility from the profile for all users and disables it from appearing when an exhibitor edits their information. 

Selecting the Display Only? radio button prevents exhibitors from editing the field value.

The Page URL field allows exhibitors to define a vanity URL and replace the default link to their profile page. The default URL suffix appears as /exhibitors/exhibitor/:organization_ID. If enabled, exhibitors can replace this parameter to create a personalized profile page URL.

Organization Profile Sections

Fields on the organization profile are visible in one of three sections: About, Contact, or Custom. By default, each section shows the following:

• About - Shows the company name, description, year founded, page URL, and website fields
  
• Contact - Shows the company address and social media link fields
  
• Custom - Enables an additional subsection containing additional fields

In addition to displaying default built-in fields, you can add additional custom fields in any of these sections on the organization profile. 

Custom Field Actions

Select the appropriate section to take action, and create and manage your custom fields. 

Click Create Field to add a new field in the selected profile section.

After custom fields are created, they appear in the Custom Fields list.

Click Expand All Fields to view the contents of each custom field including field configuration settings and options. 

Create and Edit Custom Fields

You can define several customizations when creating and adding a custom field that appears on the organization profile.  

Editable Field settings include: 

• Label - The field name that appears on the profile block after it is saved. After creating a field the associated field ID appears next to the label.

• Type - Specify which kind by selecting an option: Dropdown, CheckBox, Radio Button, or Text Field.

- The Dropdown, Checkbox, and Radio Button field types enable an Options menu, where you can create the choices for exhibitors to select. Field options can be rearranged by clicking and dragging the repositioning icon to the left of the option name.

• Display Only - Enable visibility of the field on the profile, but prevent the exhibitor from editing it. 

• External Reference - Map custom fields in the event portal to Custom Exhibitor Fields, Halls, Pavilions, and SubExpoes in Global Admin.

- For Hall enter with HallCode, for Pavilion with PavilionCode, and SubExpo with SubExpoCode as shown in GA.

- For Custom Exhibitor Fields, enter the exact name of the Custom Exhibitor Field as shown in GA.

Map and Sync Custom Exhibitor Fields from Global Admin

You can map and sync pre-existing custom exhibitor fields from Global Admin to display them on the organization profile block in the Event Portal. 

Map and sync custom fields from global admin by first navigating to Admin Panel and then completing the following:

1. Click Site Building Tools.
2. Click Organizations Manager.
3. Click the profile section where you wish to display the custom field (About, Contact, or Custom)
4. Click Create Field.
   A. Enter a name in the Label field.
   B. Optional: Enter a custom field Description.
   C. Select the field Type that matches the setting from GA.
   D. Enter the Question Statement as it appears in GA in the External Reference field.
   
   E. Optional: If Applicable, create corresponding options for dropdown, checkbox, and multi-select field types.
   
5. Click Save.

Sync Product Category Fields from Global Admin

You can sync a pre-existing product category list from Global Admin to automatically display the list for exhibitors to select from when editing their About section.

Syncing product categories imports them from booth information copied from a previous event. If synced; however, exhibitors must still make their selections when completing their profile for the current event as the system only syncs the selection list.

Syncing Product categories does not sync previous exhibitor selections.

When syncing from GA, edits to the product category list cannot be made in the Event Portal. Edits must be made in Global Admin.

Sync product categories from global admin by first navigating to the Admin Panel and then completing the following:

1. Click Site Building Tools.
2. Click Organizations Manager.
3. Click About.
4. Click Categories.
5. Click Sync Product Categories from A2Z.
6. After confirming all options successfully imported, click Save.