Custom Fields give your organization the flexibility to collect and track information that’s unique to your workflow — beyond what Equip provides out of the box.
Whether you want to record a Participant’s graduation year, a Team Member’s certification status, or any other custom data point, Custom Fields allow you to capture exactly what matters most to your organization.
Custom Fields are made up of two key components:
Field Type — The kind of data being collected (text, number, date, etc.)
Location — Where the field appears within a user’s profile and settings
📘 Understanding Field Types
When creating a Custom Field, you’ll choose from six field types. The field type determines how users enter data.
Text
Standard text input
Best for open-ended responses like notes, IDs, or descriptions
Number
Numeric input only
Best for quantities, scores, or years
Date
Date picker (MM/DD/YYYY)
Best for certifications, expirations, milestones, or dates
True/False
Dropdown with True or False
Best for simple binary questions
Select
Single-choice dropdown
Best for choosing one option from a predefined list
Multi-Select
Multi-choice selector
Best for choosing multiple options from a predefined list
📍 Understanding Field Locations
The Location setting controls where a Custom Field appears within a user’s settings page.
Choose the section that best fits the type of information you’re collecting:
Demographic — Appears in the Demographic Information section
Medical — Appears in the Medical Information section
Legal — Appears in the Legal Information section
Contact — Appears in the Contact Information section
Enrollment — Appears in the Enrollment section and on the user profile’s Enrollment widget
Additional Information — Appears in its own dedicated widget on the user profile and in user settings
⚙️ Creating a Custom Field
Only Account Administrators can create and manage Custom Fields.
Navigate to Settings → Data Properties → Custom Fields
Click New Custom Field
Complete the form:
Name — Clear and descriptive (e.g., “Graduation Year”)
Field Type — Text, Number, Date, Yes/No, Select, or Multi-Select
Location — Where the field will appear
User Scope — All Users, Participants only, or Team Members only
If using Select or Multi-Select:
Type each option and click Add
Drag to reorder options
Click the remove icon to delete an option
Click Save
Your Custom Field will immediately appear in the appropriate user settings sections.
✏️ Editing, Reordering, or Deleting Custom Fields
From Settings → Data Properties → Custom Fields, you can:
Edit — Click a field to update its name, type, location, scope, or options
Reorder — Drag fields to change the display order on profiles and settings pages
Delete — Click the delete icon to permanently remove a field
⚠️ Important: Deleting a Custom Field permanently removes the field and all associated data. This action cannot be undone.
📊 Using Custom Fields in Reports
Custom Fields are available in User Details reports as both:
Columns — View Custom Field values alongside standard user data
Filters — Narrow results by Custom Field values
Filter options adapt to the field type:
Text fields support contains/equals
Number fields support greater than/less than
Date fields support date-based filtering
Select and Multi-Select fields filter by defined options
💡 Equip Tip: Design Custom Fields with reporting in mind. If you’ll ever need to filter, sort, or pull data in a report, choose structured field types like Select, Multi-Select, Number, or Date instead of free-text. Clean data in means powerful reporting out.