Custom Individual Fields
ChangePlan now allows admins to configure up to three additional optional fields for each individual in the audience database. These fields provide extra customization for tracking specific details related to stakeholders, making it easier to manage, filter, and search individuals across initiatives.
Published on March 25, 2025How to Configure Custom Individual Fields
- Navigate to:
- Settings > General Settings > Custom Individual Fields
- Add or Edit Fields:
- Enter a custom field title (e.g., "Region," "Department," or "Role").
- You can enable 0, 1, 2, or all 3 fields depending on your needs.
- Click Save Fields to apply changes.
- Removing a Field:
- Click Remove next to any existing field.
- This will clear the field from all tables and modals.
Using Custom Individual Fields
Where These Fields Are Visible & Usable
These custom fields are integrated into various sections of ChangePlan for better audience management and tracking.
Tables Where Fields Can Be Filtered & Searched
These fields are now sortable, searchable, and filterable in:
🔹 All Initiatives View
- All Audiences > Individuals
🔹 Initiative-Level View
- Audience > Individuals
Modals Where Fields Are Searchable
Custom individual fields are searchable when adding individuals to:
🔹 Add Audience to Initiative
🔹 Add Audience to Impact
🔹 Add Audience to Activity
New Columns Added for Custom Fields in Initiative Modals
The additional fields will appear in the following initiative-related tables:
🔹 Add/Edit Initiative
- Sponsor
- Project Manager
🔹 Checklist Item
- Checklist Owner
🔹 Impact
- Impact Owner
🔹 Activity
- Activity Deliverer
- Activity Owner
🔹 Risks
- Risk Owner
Feature Benefits
✅ Customizable – Admins can define fields based on organizational needs.
✅ Enhanced Search & Filtering – Quickly find relevant individuals based on custom fields.
✅ Better Reporting & Data Management – Organize audience data more effectively across initiatives.
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