Custom fields make Dubsado your system. In addition to the default fields for basic client and project info (i.e. client's name, project date, etc.), you can add your own custom fields so that you can capture all the information you need.
In this article:
Form fields, client/project fields, and smart fields
The term field is used in a few ways around Dubsado. Here's a quick breakdown:
Form field - an element on a Dubsado form where clients can type in or select a response. Short answer and date select fields can be mapped to a client or project field.
Client or project field - the location within a client profile or project where information gets stored, for example, the
client first namefield stores the client's first name. This article covers creating custom client and project fields.
Smart field - a text placeholder that will populate with the information stored in its corresponding client or project field. Smart fields are used to autofill emails and forms with existing information.
Whatever the client enters in the form field that's been mapped to a client or project field can be populated in an email or form using a smart field.
Client vs. project custom fields
When you create a custom mapped field, you will have two options on where the information will be stored - client profiles or projects.
Custom client fields
A custom client field will store information within the client profile. If a client has more than one project with you, the same client information will show in each project, so you should only store information in a custom mapped client field that is not project-dependent.
A few examples of custom client fields include:
social media info
family details, number of children, etc.
Custom project fields
A custom project field will store information within a project. This is perfect for project-specific details because the information will not be tied to the client, so it can be different from project to project.
A few examples of uses for custom project fields include:
wedding color scheme
number of guests
Create a custom field
Go to your Brand Settings (gear icon) > Custom Mapped Fields.
Click either the Client or Project tab depending on which type of custom mapped field you'd like to create.
Once under the Client or Project tab, click Create.
Give your custom field a Name.
Select a Type for your custom field:
Choose short answer if the information will be text.
Choose date if the information will be a date.
Save information in a custom field
Once you create a custom field, it will be available on all the client profiles or projects in your brand. Information can now be saved in the field when a client submits a form, or through manual entry.
Map a field on a form
Mapping a field on a form tells Dubsado where to save the information entered by your client. When your client submits the form, the response in that field will automatically be stored in the location where you've mapped it.
For example, let's say you created a custom project field for
guest count. You can add a short answer field to a form and map it to your custom project field for guest count. This will save whatever the client types in that field as the guest count on the project when they submit the form.
When you created your custom mapped field, you selected which type of field it would be. In order to map a form field to your custom field, you need to add the correct element to your form:
If your custom field type is short answer, use a short answer form field.
If your custom field type is date, use a date select form field.
To learn more about mapping form fields, check out this article.
Manually enter information in a custom field
In some cases, you may prefer to enter information manually. It's quick and easy! Just open the project where you would like to fill in one or more custom fields.
If it's a custom client field:
Click on the pencil icon next to the Client section in the sidebar.
Scroll to the bottom of the client profile to find the custom fields.
Enter the information and click Save & Close.
⛔ Heads up! You are editing the client profile, so the information will update across all projects attached to this same client.
If it's a custom project field:
Click on the pencil icon next to the Custom Mapped Project Fields section in the sidebar.
Enter the information in the relevant fields and click Save.
Only fields with information saved in them will be shown in the project sidebar.
👋 Here's a tip... if you don't see the new info in the sidebar after saving, just refresh the page and it will appear.
Can I use a smart field to autofill information from a custom field in a form or canned email?
Yes! When you create a custom field, a corresponding smart field will be created, too. You'll find the smart field under Client or Project in the smart field menu, depending on where you chose to create the field.
For more information on using smart fields, check out this article.
Can I create a custom mapped field for free response/checkboxes/dropdown type questions?
No. The only form fields that can be mapped at this time are short answer and date select.
I created a custom date field. Can I have the date show on my calendar or use it in a workflow?
No. Dates stored in custom fields will not create events on your calendar or trigger automations in a workflow at this time.