The Individual Custom Field Editor is used to customize both the type of information you seek to collect from respondents, as well as the way that information is presented. Remember, the information you collect through the custom fields is a powerful tool for filtering data and running reports, so make sure to take advantage of the many options available in order to tailor the data to your unique needs.
Both the account and the custom field you are working with are identified near the top of the screen. Below that are the following options:
Provide a simple name for the Custom Field that prompts respondents to enter data and clearly communicates what information you seek from them.
Use this setting to determine whether this field is presented to respondents and whether the information it requests is required.
To present the field and require respondents to enter information in it, select "Required." To present it as an optional field, select "Not Required." To populate the field with information yourself via application integration options and not display that information to respondents, select "Hidden Field." To display pre-populated, but uneditable information, select "Displayed Field."
Indicate what letter case this field will be converted to, if any, before being stored in the database. You can choose to leave text "As Entered." Alternatively you can convert all text, regardless how it is entered, to either "UPPER CASE," "lower case," or "Proper Case," which means that the first letter of each word will be capitalized.
There are many, many options available for validating custom fields. Each one allows you to dictate the acceptable information that will allow respondents to proceed with login. While the options are too numerous to explain in detail, they are largely self-explanatory and easy to use, such as "Alpha Only," "Numeric Only," or "Zip Code." "Regular Expression" is a more advanced and complex type of validation that should only be used by those with knowledge of regular expressions.
You also always have the option of choosing "No Validation," in which case any information entered will be accepted and allow respondents to proceed with login, but it is recommended you choose this option sparingly as it will not provide highly usable information for data analysis once results exist.
Enter the default that will populate the field text box displayed to respondents. The default can, of course, be modified.