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Extras & Extra Types

Extras are custom fields you can create to store specific, freeform information on a participant's profile that doesn't fit into our standard domains. Their primary purpose is to make the platform flexible for your unique data needs.

Think of it like adding a custom field to a contact in your address book, such as 'Employee ID' or 'Dietary Preference'. Extras allow you to define and store the exact data points you require for each participant.

Example

Imagine you need to track Department & Start Date for each employee.

  1. First create two Extra Types: one named "Department" (with a Text format) and another named "Start Date" (with a Date/Time format).
  2. Now, when a coach views any employee's profile, they can add these new "Extras".
  3. The coach selects the "Department" Extra and enters "Marketing", then selects the "Start Date" Extra and enters the employee's start date. This custom information is now stored directly on that participant's record.

The Two-Part System: Extra Types and Extras​

The Extras system is built on a simple two-part structure: the template for the data (Extra Type) and the actual data itself (Extra).

Extra Types (The Template)​

Before you can add any custom data, you must first create an Extra Type. An Extra Type is the blueprint for your custom field. It defines crucial properties like:

  • Name: What the field is called (e.g., 'Emergency Contact').
  • Format: The type of data it will hold (e.g., Text, Number, Yes/No, JSON, Date/Time).
  • Rules: Its behavior, such as whether it's hidden from the participant (isHidden), cannot be edited after creation (isReadOnly), or keeps a visible history of its changes (Log History).

Extras (The Data)​

Once an Extra Type has been created, a coach can then add an Extra to a specific participant's profile. This is the actual data being stored. When a coach adds an Extra, they select from the list of available Extra Types (like 'Emergency Contact') and are then presented with a form to enter the value that matches the defined format.