How to create Custom Data Fields (CDFs)

I will guide you through the process of creating custom data fields. As a super user, you can access the control panel and navigate to the data collection section. This feature allows you to create new categories and manage your data variables. I will show you how to add or edit existing categories and variables. By doing this, you can collect valuable data across the platform and easily use it for reporting purposes. I will demonstrate how to add a new category, select common variables, or create custom ones. You can choose the answer format, such as free text or multiple choice, and specify how the data field will be updated. Additionally, I will explain how to format the question for client-facing forms and how to arrange the categories in a desired order. Remember to save your changes and explore our other videos to learn how to utilize these custom data fields in the platform.