Data Display options

To amend options regarding the existing data fields on an organisations account, System Admins can go to Admin > Data Display options.

Here will be listed the default Upshot 'Core fields' and further down the page any of an organisations custom fields, under the header 'Your Fields.' Also displayed are the 'Basic Head count fields,' these are the default fields displayed when adding a head count.  

For any of these fields System Admins can choose for them to be either:

• Displayed, but not required
• Displayed and required
• Not displayed

For any of an organisations custom data fields, these can also be restricted to a particular project(s). This ensures that only users who have access to a particular project see the fields relevant to them on the registration form. Note that fields restricted to particular project(s) cannot then be made required. More information about this can be found here.

If fields are set to 'Not displayed' all the data that exists underneath them is still retained and can be reported on later if needed If this needs to be viewed and reported on later, the field would need to be set to one of the two 'displayed' options.

Note that any changes to the Data Display options may not automatically be reflected in the Attendee sign-up form if used by an organisation, please revisit this under Admin > Attendee sign-up to ensure this is displayed as desired. More information about this here.

If relevant, any Facilitating Organisation (FO) Data Fields set by a Funder that appear at the bottom of an Upshot registration form will not be displayed here for an organisation to make amendments to. The organisation should contact their relevant FO if they feel these fields should not be displayed on their account.

Further down on this page is options regarding the display of Timeline Events on the system. More information on this can be found here.