UDFs are incredibly flexible, and can provide a variety of functionality depending on their configuration. UDFs can be used in surveys, waivers, and trainings, and leveraged in automations and integrations.
Due to the versatility of UDFs and their ability to be used in various ways, it is important to note that certain functionalities may be dependent on specific UDFs. As a result, it is highly recommended to avoid modifying or deleting existing UDFs without thorough testing. If you require assistance, please reach out to Samaritan support for further guidance.
The UDF configuration menu is accessed by opening an existing UDF for editing, or creating a new UDF. For detailed information on managing your UDFs, click HERE.
To open the UDF Configuration window:
- Select the appropriate record type from the dropdown list.
- Select the UDF group you wish to categorize this UDF into, or create a new group, from the table on the left.
- Click "New" under the list of UDFs in the table on the right.
Basic Information
Regardless of which type of UDF is being configured, the information in the upper section is the same: 
- Name: How your UDF is referenced within the UDF module. Informative for configuring UDFs.
- Code ID: For backend use, this must be unique and have no spaces.
- Label: Precedes the UDF wherever it is referenced in eCoordinator or eRecruiter. Informative for entering information in the volunteer profile.
- Description: Optional text field to enter additional information about your UDF.
UDF Type
The next step in configuring your UDF is selecting the UDF Type.
UDF Type cannot be edited once they are saved. If you need to change the UDF Type after saving your UDF, you must delete the current UDF and replace it with a new one.
The UDF Type determines what type of field your UDF may be. Types of fields and their definitions are as follows:
- Attachments: PDFs, image files, and Word documents can be named when uploaded.
- Boolean: Allow to determine a True/False (Yes/No) value.
- Comment: Creates a comment-type field, not an input field.
- Date: Date range.
- Divider: Draws a line.
- Dropdown Lists: DropDown and Radio Button are best for single selection. Checkbox for multiple selections.
- Identifier: creates a unique number for each entry, a counter.
- Long Text: VERY USEFUL- a comment box with your label the participant fills in. Can change width and height of comment box (usually default is okay).
- Number: A numeric digit with the ability to add a currency sign.
- Percent: A percentage .
- Rating: VERY USEFUL. Add in choices and then choose how they display (dropdown, radio, select box).
- Short text: For short responses- like name. Has a cool function for phone numbers and emails. Can set how many characters.
- Time: Creates drop-down menu.
- URL Link: Insert a link.
- Verification: A type of field that tracks the person making the entry.
Once your UDF Type is selected, additional options for the UDF may appear. For example, if you are creating a dropdown list, you will then need to enter the choices you wish to appear in the list.
Additional Settings
The final step in configuring your UDF is selecting any additional settings.
- Do not show on UDF tab of the profile: Hides UDF from the UDF tab on the profile. This is useful if you wish the UDF to appear elsewhere in eCoordinator.
- Enable date stamps for this field: Creates an additional field to track the date when the UDF is updated. This date stamp field is separate from the primary UDF and can be added to grids independently.
- Use this Field in the Volunteer Report: UDF will be included in the formatted report "Volunteer Report", available to download via the reports module.
- Apply this change to opportunity user defined fields also: This will generate a synched UDF.
- Apply this change to organization user defined fields also: This will generate a synched UDF.
- Apply this change to client user defined fields also: This will generate a synched UDF.